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Self Assessment

Import 12 months of bank statement PDFs, separate business from personal transactions, and export clean data for your Self Assessment tax return. 100% offline — your financial data never leaves your machine.

Get Started Quick Start Guide

The January Panic

Scattered PDFs

12 months of statements from your bank, each a separate PDF download. You need to review them all to calculate your income and expenses.

Manual Sorting

Scrolling through PDFs page by page, trying to remember what was business and what was personal. Easy to miss allowable expenses.

Last-Minute Rush

The 31 January deadline approaches and your transactions are still scattered across separate files with no clear overview.

How openstan Helps

Import a Full Tax Year

Drop an entire folder of statement PDFs into openstan. It imports them all in one batch — typically under a minute for 12 months of statements.

Searchable Transactions

Every transaction from every statement becomes a searchable record. Search for any merchant, reference, or amount. No more scrolling through PDFs.

Export to Excel or CSV

Export your transactions as a flat table ready for spreadsheet analysis, or as a structured dataset with separate tables for accounts, dates, and transactions.

Build Custom Reports

Use the no-code report builder to filter by date range, group by category, and calculate totals — all without writing a formula.

Common Expenses to Search For

After importing, search your transactions for these common Self Assessment deductions:

  • Professional subscriptions (software, trade body memberships)
  • Travel costs (train tickets, fuel, parking for business travel)
  • Home office expenses (broadband, utilities, phone bills)
  • Training and professional development
  • Bank charges and business insurance

How It Works

  1. Install openstan — native installer, no Python required
  2. Create a project — Quick Start guide
  3. Import your statements — one file at a time or entire folders
  4. Search and filter — find the transactions you need
  5. Export to Excel/CSV — Export guide
  6. Hand to your accountant or enter totals into your SA100

What You'll Need

  • Bank statement PDFs from your online banking (most UK banks offer PDF download)
  • Your tax year dates (6 April to 5 April for most sole traders)
  • openstan installed on your computer

More Use Cases

Multi-Account Tracking — combining statements from multiple accounts. Small Business — ongoing bookkeeping, not just year-end. All use cases.