Tax Document to Excel
Tax time means turning a pile of PDFs — bank statements, card statements, invoices — into totals your preparer can actually use. This tool extracts every transaction into Excel or CSV so you can sort by vendor, tag deductible expenses and total each category in minutes. Free tier, no account required.
How to get your statements tax-ready
- Gather the PDF statements for the tax year — bank, credit card, and any invoice PDFs.
- Convert each with the converter — the PDF parses locally in your browser.
- In the spreadsheet, sort by description or vendor and tag each line to its deduction category.
- Total each category with a SUM and hand the clean file to your accountant.
Why spreadsheets beat PDFs at tax time
- A year of statements is twelve separate PDFs with no way to sum across them — a spreadsheet fixes that instantly.
- Deductible items like software subscriptions and bank fees hide in a wall of transactions; sorting surfaces them.
- Your CPA bills for retyping PDFs — a clean CSV removes that line item.
- Files stay on your device — no uploading sensitive financial documents during the most sensitive season of the year.
Get your statements tax-ready now
Start converting — freeFrequently asked questions
Is it safe to upload my bank statement?
Yes. Conversion runs locally in your browser - your PDF and the extracted data are never uploaded to a server or stored.
Do I need to create an account?
No. The free tier needs no signup. Just open the tool, upload your PDF, and export the result.
What output formats are supported?
You can export to Excel (.xlsx) and CSV. Both are free and work with Excel, Google Sheets, and any spreadsheet app.
Does it work with scanned (image-only) PDFs?
Text-based PDFs are parsed instantly. Scanned statements are handled by an optional AI mode that recognizes the printed text.
Which banks are supported?
Chase, Bank of America, Wells Fargo, Citibank, Capital One, US Bank, and hundreds more - any statement with a readable transaction table.
Related: Expense report to Excel · Brokerage statement to Excel · Invoice to Excel · Credit card statement to Excel