Bank statements give AI Tax Accountant a transaction-level view that catches deductions your P&L may have rolled up or missed. Download each statement as a PDF directly from your bank — not a screenshot or photo — and upload all twelve months of the tax year.
Chase
- Log in to chase.com and open the business account.
- Click Statements and choose the month you need.
- Click Download PDF. Repeat for each month of the tax year.
Bank of America
- Log in to bankofamerica.com and select Statements & Documents from the account menu.
- Pick the statement period and click the PDF icon.
- Save each month to your computer.
Wells Fargo
- Log in to wellsfargo.com and open the business checking or savings account.
- Click Statements & Documents > Statements.
- Select each month and click View/Download to save the PDF.
Upload to the Portal
- Log in to portal.aitaxaccountant.com and open Upload Documents from the left navigation.
- Set the File type dropdown to Bank Statement.
- Drag all twelve PDFs onto the upload area, or click to browse.
- Wait for each row to show Uploaded with a green checkmark.
If your bank only offers combined year-end summaries, those work too — but monthly statements give the AI more granularity for categorizing transactions.