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Export a Halifax CSV file

What is a CSV file?

A CSV file is an excel spreadsheet that contains all your transactions within the selected date range.

A CSV file is the most efficient way for an accountant or bookkeeper to review your transactions and prepare your accounts.

A CSV file saves time printing, posting, processing, and sometimes paying for paper or pdf versions of the same information.

Which Date Ranges?

Depending on the tax return that you are preparing, you will need all transactions that occurred during that financial year. 

For example, if you are preparing a 20.21 tax return for submission, this will include all transactions that occurred between the first and last day of that financial year, which starts on April the 6th and ends on April the 5th

Therefore if you are preparing a 20.21 tax return, the date range is 06/04/2020 – 05/04/2021 

If you are preparing a 21.22 tax return, the date range is 06/04/2021 – 05/04/2022

Is it possible to export the CSV file via the Halifax App?

Unfortunately, it is not possible to export the CSV file directly from the App at the moment.

But do not despair; you can still export the CSV file on your phone, just as long as you remain in the web browser. 

Although, it is much easier to do this on a Tablet, PC or laptop.

Here’s a guide on how to export your CSV file

If you are using a PC or laptop. This is by far the easiest method.

Download Guide

Once you have downloaded and saved the file, you can email it to us or upload it to the document portal in our App.

NJB Taxback Ltd

Kemp House
152-160 City Road
London
EC1V 2NX

Opening Hours

Monday to Friday 9am-5pm

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NJB Taxback Ltd

Kemp House
152-160 City Road
London
EC1V 2NX

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