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How to get an annual tax statement for the financial year?

If you would like an annual tax statement, you can generate such from the app itself by following the steps below 👇

Mobile app

  1. Tap on the More_test.svg Menu tab ;
  2. Open the Documents tab;
  3. Tap the Account statements section;
  4. Choose the annual statements you wish to download and generate your document.

EXPORT_ME__6_.png    EXPORT_ME__5_.png

Web app

  1. Click the Menu button;
  2. Select "Documents"; 
  3. Open "Annual statement" to preview and download the document.

 

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

Note: If you're a Spanish citizen, make sure to check our TaxDown offer. 

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