Tax statements and reports are summaries you may need when preparing your personal tax return.
They can include details such as dividends received, interest paid, and realised gains or losses for a specific tax year.
These reports show what was paid to you and when. You can access and download any available tax statements from the Reports section of the Moneybase app or web platform.
To learn how to access and download reports on Moneybase, please refer to this article:
How can I access and download a report on Moneybase?
We do not provide tax advice. As tax treatment depends on your individual circumstances, you may wish to speak to a qualified tax adviser if you are unsure.
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