These are summaries you may need for your personal tax return, such as yearly statements of dividends, interest, and realised gains/losses.
They show what was paid to you and when. You can find and download your available tax statements in the Moneybase documents section for the relevant tax year.
We don’t provide tax advice; your tax treatment depends on your circumstances, so consider speaking to a qualified adviser if you’re unsure.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article