> ## Documentation Index
> Fetch the complete documentation index at: https://tax-layer.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Bank statements

> Upload statements so TaxLayer can see what was paid

The bank is your ground truth: every euro that moved. With it, TaxLayer can tell you which invoices were paid, which payments have no document, and who still owes you.

## Where to upload

* **Business:** **Bank Transactions** in the sidebar › **Upload Statement**.
* **Firm:** open the client › **Bank Transactions** tab › **Upload Statement**. (There is no firm-wide bank page; each client has its own.)

![Bank Transactions tab with Connect your bank and Upload Statement buttons](https://mintcdn.com/tax-layer/hJXFtR1rvWaDjMkL/images/bank-transactions-page.png?fit=max\&auto=format\&n=hJXFtR1rvWaDjMkL\&q=85\&s=986b67befb33af0ec7b2876f94b96f59)

Bank Transactions lists each statement with its period

## Uploading

1. Drop one or more statements on *Drag and drop your bank statements here*.
2. Firms: pick the client, or leave *Let TaxLayer match the client automatically* — it matches on the IBAN, ΑΦΜ or account-holder name printed on the statement.
3. Press **Start AI Parsing**.

![The Upload Statement window](https://mintcdn.com/tax-layer/hJXFtR1rvWaDjMkL/images/bank-upload-modal.png?fit=max\&auto=format\&n=hJXFtR1rvWaDjMkL\&q=85\&s=b8056f89b1253d2992d1f78169b39b20)

**Accepted files:** PDF, PNG, JPG, JPEG, TIFF, up to 20 MB. Any Greek bank works — TaxLayer reads the statement itself; there are no per-bank formats. Only the first 8 pages of a statement are read, so upload one month at a time.

> [!NOTE]
>
> The window also mentions CSV and XLSX. Those are refused — upload the PDF your bank gives you.

## What is checked

A statement is **Ready** when opening balance + transactions = closing balance. If the sum doesn't reconcile or a field is missing, it shows **Review needed** and the *Errors* tab says what's wrong.

## What is this account used for?

The first time TaxLayer sees a new IBAN it asks what the account is for — main operating account, payroll, tax payments, company card and so on. Tick anything that applies or **Skip for now**. This helps matching; it's optional. You can change it later with **Edit purpose** on the Bank Transactions page.

## Overlapping statements

If a statement repeats transactions from one you already uploaded, TaxLayer treats them as the same payments so nothing is counted twice. On the Pro plan you may be asked to confirm; **Confirm (recommended)** is the right answer unless they really are different payments.

## Connect your bank (live feed)

Next to **Upload Statement** is **Connect your bank**. It opens a *Which bank?* list — Alpha Bank, Eurobank, Epirus Bank, Credia Bank and a range of fintech accounts — and you approve the read-only connection on the bank's own site. Once connected, transactions arrive by themselves instead of from statements.

![The Which bank? picker opened from Connect your bank](https://mintcdn.com/tax-layer/hJXFtR1rvWaDjMkL/images/bank-account-connect.png?fit=max\&auto=format\&n=hJXFtR1rvWaDjMkL\&q=85\&s=f65057ad7b216e2fed87d4d0284c5a61)

Live connections are being switched on organisation by organisation. If yours isn't enabled yet, the connection won't complete; statements work for everyone, and you can ask support to enable the feed.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.