Import a bank statement
Upload a PDF or CSV statement and check the transactions added to your company’s books.
TaxAI accepts PDF and CSV bank statements. Before uploading, select the company the statement belongs to so its transactions appear in the correct books.
Upload the statement
- Open Books for the selected company.
- Choose Upload statement.
- Select a PDF or CSV file from your device.
- Wait for the import to finish. The confirmation shows how many transactions were imported and how many duplicates were skipped.
The transaction list refreshes after a successful import. Check the imported dates, descriptions, and amounts against your original statement.
If the upload fails
Read the error shown in the workspace before retrying. Confirm that the file is a PDF or CSV statement and that the selected workspace has permission to change the company’s books. Keep the original file available so you can compare it with the imported records.
If the problem continues, contact support with the file type, the action you tried, and the error message. Do not include the bank statement in your initial message.
Review the imported records
An import is the starting point for review. Use Auto-categorize to suggest categories, then inspect the results and tax treatment. Read Review transactions and tax treatment for the next steps.