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.
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.
Unfortunately, it is not possible to export the CSV file directly from the Lloyds 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.
This is by far the easiest method.
This is not the preferred method.
NJB TAXBACK Ltd.
124 City Road
London
EC1V 2NX
NJB TAXBACK Ltd.
Penstranze Business Centre
Truro
Cornwall
TR4 8PN
Monday to Friday 9am-5pm
124 City Road
London
EC1V 2NX
Penstranze Business Centre
Truro
Cornwall
TR4 8PN
Monday to Friday 9am-5pm
Registered in England & Wales | Company Number 11373381 | ICO Registration Number A8255161 | HMRC AMLS XRML00000190406
