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How can I run fresh tax reports?
How can I run fresh tax reports?

To run fresh reports, follow these steps!

Megan McIntire avatar
Written by Megan McIntire
Updated over a month ago

When your tax reports have not been refreshed in a while, you might notice:

  • The wrong year at the top of tax forms

  • No Tax Results displaying in your taxes tab

  • Capital Gains/Losses are incorrect

  • Holdings are incorrect

Step-by-step instructions to run fresh tax reports:

Step 1: Click the Wallet tab at the top of your account page.

Step 2: Click the green Calculate Taxes button in the top right corner.

Step 3: Once your Tax Calculation has been updated (it may take a few minutes or more if you have a large account!), you will be brought to the Taxes page where you can select the green View All Forms button from the Tax Forms box to view your reports:

Note:

If the green button says 'View Taxes' it means that your tax calculation is already updated!


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