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How do I download a copy of my annual income statement?
How do I download a copy of my annual income statement?

Download annual income statement for tax calculations

Mykyta Pavlushyn avatar
Written by Mykyta Pavlushyn
Updated this week

You can download a copy of your annual income statement from your account dashboard.

Visit your account dashboard and click on “Reports”. From the drop-down menu, click on “Annual Income Reports” and select the period you require a statement from. It will automatically produce a PDF file for you.

Alternatively, you can click on “Detailed Reports”. Here, we show gross interest as well as capital gains. Select the start date and end date to match the period you want and then click “Refresh” to produce a more detailed report.

If you require a specific tax report/certificate, you can use our data and generate the calculations yourself. If you are in any doubt about your tax position you should seek independent tax advice.

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