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Viewing Tax Statements

From the Tax Statements tab of the Statements page, the available tax statements are listed, by statement date, for the selected account(s) in a particular year.

To filter Tax Statements for a specific period

From Select Year, select <year>.
Click Go.

The list of yearly statements for the selected account(s) in the selected year is displayed.

Note:�If there is no statement matching the search criteria, the system displays "_____________".

Description of the tabular statement

Column Name	Description
Download	Click View PDF to download the statement.
Nickname	Displays the name of the account.
Account #	Displays the account number. Note:�The system displays account number based on the settings in the My Settings page. For more information on settings, see Display Settings.
Statement Types	Displays sub-categories of tax statement.
Pages	Displays the number of pages available in the statement.
Date	Displays the date.
Inserts	You can select an insert from the drop-down list. The information is displayed in a pop-up window. Note:�The system displays No Inserts, if inserts are not available for the statement.

To sort the data in the statement

Except for the Download and Inserts columns, you can click the column header in the table to sort the data.

The data is sorted in ascending or descending order.

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Working with the Statements Page