Where can I find my client's tax year end report?

Your client's tax year end report will include:

• Consolidated tax certificate - this will show any income received
• Trading statement - this will show any realised gains or losses

To find your client's tax year end report, go to their 'Documents' tab, and look for 'Annual Tax Year report'.

We'll also upload an 'Annual consolidated tax certificate' that separates UK and overseas dividends.

Please note, we don't produce tax year end reports for VCT investments (except for Titan VCT ISA). You can find more information here.