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.