Do you provide tax forms for Australia?

Q: Do you provide tax forms for Australia?

VIEW TAX FORMS VIEW FISCAL YEAR STATEMENTS Clients residing in Australia are provided with the Australian financial year Activity Statement and the Income Transactions Taxable (Franking Credit) Report, which provides a breakout of dividends earned for Australian residents, around the middle of July for tax reporting purposes. Log in to Client Portal and select Performance & Reports followed by Statements under Reports . Select the statement type Default Statements and modify the period to Fiscal Year to access fiscal year activity statements. Log in to Client Portal and select Performance & Reports followed by Tax Documents under Reports , then under Tax Forms choose a Tax Year to access the Income Transactions Taxable (Franking Credit) Report. If you need to file a claim on the franking credit, please consult with your tax advisor or the Australian Tax Office (ATO).

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Accepted Answer

VIEW TAX FORMS VIEW FISCAL YEAR STATEMENTS

Clients residing in Australia are provided with the Australian financial year Activity Statement and the Income Transactions Taxable (Franking Credit) Report, which provides a breakout of dividends earned for Australian residents, around the middle of July for tax reporting purposes.

Log in to Client Portal and select Performance & Reports followed by Statements under Reports. Select the statement type Default Statements and modify the period to Fiscal Year to access fiscal year activity statements.
Log in to Client Portal and select Performance & Reports followed by Tax Documents under Reports, then under Tax Forms choose a Tax Year to access the Income Transactions Taxable (Franking Credit) Report.

If you need to file a claim on the franking credit, please consult with your tax advisor or the Australian Tax Office (ATO).