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Tax / Accounting → Excel

Convert Tax & Accounting PDFs to Excel

Move tax forms, ledgers, and accounting tables from PDF into Excel for review, filing prep, and audits.

Focus: Tax & Accounting · PDF only · max 100MB
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PDF → Excel
Editable .xlsx · OCR + professional Excel parsing
Excel only
  1. 1Upload PDF
  2. 2Convert
  3. 3Download
Drag & drop your PDF here
or click to browse · PDF only · max 100MB
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This file is over 100MB and can’t be converted online. Please use a smaller PDF (100MB or less).
Tip: Excel conversion is selected automatically.
Free to upload and convert. Unlock full downloads with a $0.99 24-hour pass. It is a one-time payment with no subscription or auto-renewal. Yearly Pro remains available.
Before uploading tax or accounting documents Online conversion uploads the PDF you select for remote processing. Review our Privacy Policy before submitting sensitive documents. Plex PDF converts files and does not provide tax, accounting, or legal advice.

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Examples

Product samples

The Before/After images below are illustrative product samples for tax & accounting documents. They are not generated from your uploaded file.

General ledger

Product sample · 1 of 3
General ledger PDF before conversion
Before · Sample PDF
General ledger Excel after conversion
After · Sample Excel

Ledger PDF → debit/credit worksheet for review.

Tax schedule

Product sample · 2 of 3
Tax schedule PDF before conversion
Before · Sample PDF
Tax schedule Excel after conversion
After · Sample Excel

Schedule lines and amounts into editable Excel.

Trial balance

Product sample · 3 of 3
Trial balance PDF before conversion
Before · Sample PDF
Trial balance Excel after conversion
After · Sample Excel

Account balances aligned for audit prep.

Capabilities

What we do for Excel conversion

Designed for forms, ledgers, and accounting-style numeric tables.

Numeric table accuracy

Prioritize digits and column alignment for accounting use.

Form & schedule parsing

Help turn structured PDF tables into worksheet rows.

OCR for scanned filings

Digitize paper tax packs into editable Excel.

Audit-friendly export

Keep a clear .xlsx trail for review and sharing.