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:

  1. Log into Client Portal
  2. Click Performance & Reports followed by Statements
  3. In the Default Statements panel, select Activity
  4. Select Period Fiscal Year
  5. 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 

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