How to view/download tax statements

1. When can I view/download my tax statement?

In Australia, a financial year (FY) starts on 1 July and ends on the next 30 June. Therefore, your tax statement (annual statement) for an FY will not be available until the following July. For example, you will receive your tax statement for FY 2022, which runs from 1 July 2022 to 30 June 2023, in July 2023. Once your tax statement is ready, we will send you an email notification, and you can download the statement via the link provided in the email.

2. What information does my tax statement contain?

It contains Realised Gain/Loss Overview, Unrealised Gain/Loss Overview, Dividend Overview, Transaction Overview, Cash Overview, etc.

3. How do I view/download my tax statement?

Here is how you can access your tax statement.

Note: Currently, you can download your tax statement in the desktop app only.

Mobile

Open the mobile app, tap Accounts > All Functions > Statement > All Statement, and select Financial Year Summary.

Desktop

Open the desktop app, click Me > Statement > All Statement, and select Financial Year Summary.

Or you may click here, then log in to your account to view/download your tax statement.

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