How do I get a fiscal year Activity Statement?

Q: How do I get a fiscal year Activity Statement?

VIEW FISCAL YEAR STATEMENT Fiscal year statements are available through Client Portal for clients resident in the United Kingdom and Australia: Log into Client Portal Click Performance & Reports followed by Statements In the Default Statements panel, select Activity Select Period Fiscal Year Click View or Download , as desired. Clients residing in other countries can access Calendar Year statements under the same menu by selecting Period Annual . Additional Information How to Run a Statement in our Client Portal Users' Guide.

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Accepted Answer

VIEW FISCAL YEAR STATEMENT

Fiscal year statements are available through Client Portal for clients resident in the United Kingdom and Australia:

Log into Client Portal
Click Performance & Reports followed by Statements
In the Default Statements panel, select Activity
Select Period Fiscal Year
Click View or Download, as desired.

Clients residing in other countries can access Calendar Year statements under the same menu by selecting Period Annual.

Additional Information

How to Run a Statement in our Client Portal Users' Guide.