How to get an annual tax statement for the financial year? – Trading 212

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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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