Virgin Money Statements for Self-Assessment Tax Return
Preparing Virgin Money bank statements for self-assessment tax return? Self-assessment requires reviewing a full year of bank transactions to identify income, allowable expenses, and taxable events. Doing this manually from PDFs takes hours.
Convert Virgin Money Statements Instantly
BankScan AI converts your Virgin Money statement PDF to a clean Excel spreadsheet in seconds — handling DD/MM/YYYY and modern single-column layout with colour-coded spending categories and running balance automatically. Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
About Virgin Money Statement Format
Virgin Money statements (formerly Clydesdale/Yorkshire Bank) use a modern layout with transaction categories that BankScan AI preserves during conversion.
Getting Your Virgin Money Statement for Self-Assessment Tax Return
In Virgin Money Online Banking, go to 'My accounts', select your account, click 'Statements' and download as PDF. For transaction exports, use the 'Download' button under your transaction list with CSV or OFX format options. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Virgin Money statement
Drop your Virgin Money UK statement PDF. Supports PDF. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Virgin Money's DD/MM/YYYY and modern single-column layout with colour-coded spending categories and running balance — extracting Self-employment income, rental income, interest earned, divi.
Use for self-assessment tax return
Download formatted Excel ready for self-assessment tax return. Transactions categorised by SA100 box number or trade income/expense type; annual totals per category for direct entry into tax return
Virgin Money + Self-Assessment Tax Return Features
- Virgin Money optimised — Handles DD/MM/YYYY dates and modern single-column layout with colour-coded spending categories and running balance
- Built for self-assessment tax return — Convert 12 months of bank statements to Excel in minutes. Filter, sort, and categorise transactions to identify income and allowable expenses for your SA100.
- Period coverage — Convert Full tax year (6 April to 5 April), so 12 months of statements of Virgin Money statements in minutes
Convert Virgin Money for Self-Assessment Tax Return — Fast
Paper returns due 31 October, online returns due 31 January following the tax year; late filing triggers automatic penalties starting at 100 GBP
Convert Virgin Money Statement Free