Statement → Excel (PDF statement in Excel) — $0.50 per transaction
We'll transfer transactions from PDF bank/credit card statements to Excel. The table will contain dates, descriptions, and amounts. Separately, we'll display Credits/Debts (receipts/refunds and write-offs/expenses). We'll group them by merchant/type (e.g., Amazon/Interest/Fees, etc.). A clean file is easy to check and analyze. Price: $0.50 per transaction. For a quick, accurate quote, text us: year + number of PDF pages (we'll reply with an estimate). Data preparation. This is not a tax consultation.
Convert bank and credit statements from PDF to Excel for TAX
I'm consolidating all bank statements for 2025 into one neat spreadsheet (income/expenses/totals) plus columns for CPAs: Tax Classification, receipt description, business use %. Important: The client/CPA determines the tax classification for each line of the declaration based on receipts. Fixed price based on volume, 2-5 days. Please message me privately.
