Truist Statements for Tax Filing
Truist Bank (formerly BB&T and SunTrust) statement PDFs are downloadable via Truist Online Banking. Both legacy account formats are supported. Tax preparation requires a complete record of income and expenses. Bank statements prove every transaction — but PDFs are not usable until converted to a searchable, sortable format.
Select a format above or convert directly below
Secure Financial Data Processing
Tax Filing Workflow with Truist
Convert your bank statement PDF to a CSV or Excel file to quickly categorise income vs expenses, identify deductible items, and build the transaction schedule your accountant or tax software needs. For Truist Bank specifically: Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
How It Works
Step 1
Download the full-year Truist Bank statement PDF from your online banking portal
Step 2
Upload to MintConvert — all pages processed in one pass
Step 3
Download CSV file with every transaction listed chronologically
Step 4
Filter and categorise in Excel for Schedule C, ITR, or Self Assessment
Why MintConvert
- Truist parser — Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
- Tax Filing — Convert your bank statement PDF to a CSV or Excel file to quickly categorise income vs expenses, identify deductible items, and build the transaction schedule your accountant or tax software needs.
- USD preserved — All USD amounts preserved for tax filing workflows.
- Integrations — Compatible with TurboTax, H&R Block, TaxAct.
- Privacy first — Truist Bank PDF deleted immediately after conversion.
- Free to start — 5 free conversions/month. No credit card required.
Frequently Asked Questions
How do I use Truist Bank statements for tax filing?
Log in to Truist Online Banking → Account Services → Statements → Select account and period → Download PDF. Then upload to MintConvert and download a clean QuickBooks file. Convert your bank statement PDF to a CSV or Excel file to quickly categorise income vs expenses, identify deductible items, and build the transaction schedule your accountant or tax software needs.
Which output format is best for tax filing with Truist Bank?
For tax filing, QuickBooks (QBO) is recommended. In QuickBooks: Banking → Import → Web Connect. Select your .qbo file. Transactions import directly into your bank register, ready for matching and reconciliation.
Does MintConvert handle Truist Bank's PDF format for tax filing?
Truist PDFs may show the legacy BB&T or SunTrust header depending on account origin. MintConvert handles both header formats and normalises output to the same column structure.
What tax filing integrations work with Truist Bank output?
Compatible with TurboTax, H&R Block, TaxAct, QuickBooks, Tally ERP.
Is my Truist Bank data safe?
Your Truist Bank PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.
Other United States Banks
More Use Cases for Truist