We know the availability of Tax Reports is a hot topic for you
and your clients at the end of the financial year.
Use our Tax Report look-up tool to:
- create a list of your clients who will receive a Tax
- find the expected delivery for a client's Tax Report
- see if a client's Tax Report is available (and if so, when it
became available and who it was sent to)
- view the percentage of your clients' Tax Reports available
- export Tax Report availability information into excel.
Please note: The expected delivery
for each client is a guide only and subject to change. It's based
on dates we expect to receive information from fund managers and
share registries (as per their advice) and our anticipated Tax
Report release tranche dates. It doesn't take into account data
quality issues or any other factors unknown at this time which
could delay a client's Tax Report.
If you're unable to login to the look-up tool, you don't
have any clients who will receive a Tax Report.