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Export a HSBC 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 22.23 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 22.23 tax return, the date range is 06/04/2022 – 05/04/2023.

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 HSBC App?

Unfortunately, it is not possible to export the CSV file directly from the HSBC 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 step by step guide on how to export your CSV file

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

Please note, different types of HSBC accounts can be presented slightly differently.

This guidance may not be absolutely correct, depending on your specific type of HSBC account.

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

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NJB Taxback Ltd

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124 City Road