What is a CSV file?
A CSV file is a type of Excel spreadsheet that contains all your transactions within a selected date range.
It’s the most efficient way for an accountant or bookkeeper to review your transactions and prepare your accounts.
Using a CSV file saves time on printing, posting, processing – and sometimes even paying for – paper or PDF versions of the same information.
Which Date Ranges?
The date range you need will depend on the tax return you’re preparing. You’ll require all transactions that took place during the relevant financial year.
For example, if you’re preparing a 2022/23 tax return, you’ll need all transactions from the start to the end of that financial year – from 6th April 2022 to 5th April 2023.
If you’re preparing a 2021/22 tax return, the date range will be 6th April 2021 to 5th April 2022.
Can I export a CSV file using the Lloyds app?
At present, it’s not possible to export a CSV file directly from the Lloyds app.
However, don’t worry – you can still export the CSV file on your phone, as long as you’re using a web browser.
That said, it’s generally easier to do this on a tablet, PC, or laptop.
