How can I run fresh tax reports?

When your tax reports have not been refreshed in a while, you might notice:

• The wrong year at the top of tax forms.

• No Tax Results displaying in your taxes tab.

• Capital Gains/Losses are incorrect.

• Holdings are incorrect.

Step-by-step instructions to run fresh tax reports:

Step 1: Click the Wallet tab at the top of your account page.

Step 2: Click the green Calculate Taxes button in the top right corner.

Step 3: Once your Tax Calculation has been updated (it may take a few minutes or more if you have a large account!), you will be brought to the Taxes page where you can select the green View All Forms button from the Tax Forms box to view your reports:

Note:

If the green button says ‘View Taxes’ it means that your tax calculation is already updated!

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