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How to get a Tax Statement for the financial year?

If you would like a Tax Statement, you can generate such from the app itself by following the steps below 👇

Mobile app

  1. Tap on the Menu tab More_test.svg;
  2. Open the Documents tab;
  3. Tap the 'Statements' section;
  4. Choose the 'Annual Statement' you wish to download and generate your document.

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Web app

  1. Press your account email to open the Menu;
  2. Select "Documents"; 
  3. Open "Annual statement" to preview and download the document.

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Note 1: A statement for the current tax year can be generated by us only after your account's been closed. If you wish to receive such a document, you can contact us 👉 here.

Note 2: The financial year in the UK begins on April 6th and finishes on April 5th of the next year. 

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