Prepare a Year of Bank Statements for Your Tax Preparer
Handing over a stack of PDFs means someone has to read every line. A tidy set of rows with notes lets your preparer find deductible spending and income quickly, which can save time on their bill too.
Your file is never uploaded. RowSmith reads text-based PDF statements in your browser. Scanned PDFs aren't supported yet. Always review the rows before you use them.
Open the free statement converter
Steps
- Collect every statement PDF for the tax year, for every account.
- Convert each one and check it against its closing balance.
- Mark rows that matter for taxes, such as donations or business costs.
- Send the files together with the original PDFs.
Good to know
Add a notes column
A short note like client lunch or equipment on a handful of rows answers questions before they're asked. You don't need to label every coffee, only the items you'd want considered.
Personal and business mixed
If one account carries both, a simple column marking each row as personal or business saves a lot of back and forth later.
Suggestions, not advice
Any category or label you add is your own judgement. Confirm what is deductible with your tax professional.
Questions
Which format should I send?
Ask your preparer. Most are happy with Excel files, and CSV works everywhere.
Do I still need the PDFs?
Yes. The PDFs are the official records. The converted rows are a convenience copy.
This guide was written with AI assistance and reviewed against the converter's behaviour. Always review your output before using it.
RowSmith is an independent tool and is not affiliated with any bank or software company.
Converting is free. RowSmith Pro ($9/month or $59/year) adds suggested Schedule C categories, saved cleanup rules and monthly category totals.