Every major South African bank uses a different PDF statement layout, date convention, and debit/credit sign indicator. Generic PDF-to-Excel converters break on multi-line merchant descriptions and fail Sage Pastel Partner's strict cashbook import validation. Below is how TaxClean ZA handles each South African bank and accounting package natively.
Common Problem: FNB PDF statements omit the year on transaction rows (e.g., 03 Feb), append Cr to positive inflows while leaving outflows unsigned, and embed monthly service fees without a separate debit column.
TaxClean ZA Fix: Automatically extracts the statement period header to reconstruct full DD/MM/YYYY dates, converts unsigned rows to negative debits and Cr rows to positive credits, and reconciles the running balance row-by-row.
Common Problem: Capitec separates Money In, Money Out, and Fee columns, and uses space-separated thousands (e.g., 18 500.00) that Excel often misinterprets as text strings instead of numeric currency.
TaxClean ZA Fix: Strips whitespace thousands separators, merges transaction fees accurately, and tags Capitec banking charges under SARS Section 11(2) Exempt.
Common Problem: Standard Bank and Absa statements frequently wrap RTC/EFT payment references across 2 to 3 lines per transaction, causing generic converters to create blank orphan rows in Excel.
TaxClean ZA Fix: Intelligently stitches multi-line payment narratives into a single clean 30-character or full-length description ready for ERP cashbook import.
DD/MM/YYYY dates, 30-character clean descriptions, and mapped Pastel Tax Types (0 for Exempt/Zero-Rated, 1 for 15% Standard VAT).Date, Description, Amount CSV with signed amounts ready for direct bank feed import.*Date, *Amount, Payee, Description, Reference,Cheque Number, Tax Type) and 3-column QBO CSV.Download the Windows offline installer and convert 5 statements free today.