Wise Statements for Self-Assessment Tax Return
Preparing Wise 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 Wise Statements Instantly
BankScan AI converts your Wise statement PDF to a clean Excel spreadsheet in seconds — handling DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and 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 Wise Statement Format
Wise multi-currency statements include transactions in multiple currencies with exchange rates. BankScan AI preserves currency codes, rates, and fee breakdowns.
Getting Your Wise Statement for Self-Assessment Tax Return
In Wise, go to your account, click 'Statements', select the currency and date range, then choose PDF or CSV format. Each currency balance generates its own statement, so multi-currency users need to download statements per currency. Download Full tax year (6 April to 5 April), so 12 months of statements of statements.
How It Works
Upload your Wise statement
Drop your Wise (formerly TransferWise) statement PDF. Supports PDF, CSV. Need Full tax year (6 April to 5 April), so 12 months of statements? Upload them all.
AI extracts every transaction
Our AI handles Wise's DD-MM-YYYY and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and 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
Wise + Self-Assessment Tax Return Features
- Wise optimised — Handles DD-MM-YYYY dates and multi-currency layout with separate transaction lists per currency, each showing Amount, Fee, Exchange Rate, and 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 Wise statements in minutes
Convert Wise 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 Wise Statement Free