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

  • Log in to Client Portal/Account Management
  • Choose Reports/Tax Docs followed by Statements
  • Choose the statement type Default Statements and modify the period to Fiscal Year
  • Click Run Statement.

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

Additional information on how to run a statement can be found in our Users’ Guide.