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IG Trading Tax Statement


moejo3y

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On 06/07/2020 at 13:51, moejo3y said:

Hi,

Is there anyway to get AUS tax statements from IG platform?

Cheers

I enquired about this tonight via email and received this response below - looks like late July will be available.

 

Tax Statements for your share trading account can be found in My IG > Live accounts > Statements > Annual.

Once the 2019/20 financial year statement is released in late July 2020, it will appear here as well under 'July 2020’.

These statements are only generated if you've received dividends last financial year. If you haven't received dividends last financial year, you can access your trade history under Live accounts > History > Trade history and selecting the period. Other commissions transactions and the like can be found under Live accounts > History > Transactions.

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Guest worthless transaction.

Unfortunately these transactions are not clear. not happy with the way you show transactions. there is no reference to the original transactions . useless one. 

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1 hour ago, Guest This is pretty terrible! said:

Can't seem to find any statement on my account.

Hi,

The statements were released 3 weeks ago. You would have one available if you received divided during the financial year. 

Please reach out to helpdesk.au@ig.com with your account details for further information.

All the best - Arvin

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Statement for dividends is not enough. It would be great if IG can provide annual financial profit and loss statement for the users. It will save us a great deal of time and it can be use to double check our own calculations as well. Please add this feature in!

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5 hours ago, moi88 said:

Statement for dividends is not enough. It would be great if IG can provide annual financial profit and loss statement for the users. It will save us a great deal of time and it can be use to double check our own calculations as well. Please add this feature in!

Hi @moi88,

I will forward your feedback to the relevant team to be reviewed.

Thank you - Arvin

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On 13/09/2021 at 14:40, ArvinIG said:

Hi @moi88,

I will forward your feedback to the relevant team to be reviewed.

Thank you - Arvin

Hi @ArvinIG,

Are there any updates regarding this functionality? It is getting close to tax time again in Australia, and lack of reporting functionality is really a deterrent for your customers to continue to trade on the IG platform.

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On 30/03/2022 at 14:06, Jia1982 said:

Hi @ArvinIG,

Are there any updates regarding this functionality? It is getting close to tax time again in Australia, and lack of reporting functionality is really a deterrent for your customers to continue to trade on the IG platform.

Hi @Jia1982,

We are following up with the statement features for you. We will let you know if we have further information on statements this year.

Thank you - Arvin

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Hello,

I am really surprised that you don't have a comprehensive statement. This dividend statement is useless on it's own. Has this been dealt with? I have been contemplating jumping ship and I wish I knew this before I came over. 

Have there been any updates or does IG offer any individualised services here? @ArvinIG

Edited by Brendan
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3 hours ago, Brendan said:

Hello,

I am really surprised that you don't have a comprehensive statement. This dividend statement is useless on it's own. Has this been dealt with? I have been contemplating jumping ship and I wish I knew this before I came over. 

Have there been any updates or does IG offer any individualised services here? @ArvinIG

Hi @Brendan

Thanks for reaching out. 

We appreciate your feedback. Can you please provide us with more information and the type of statement you would like to receive? We will provide the feedback to the relevant team. All the best, OfentseIG

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