Tax Statement for FY 2019/2020

[gwenfinnigan]

How do I get a TAX statement for the last financial year 2019/2020.

I had a look under MY IG ==> LIVE ACCOUNTS ==> STATEMENTS ==> Can only see Monthly and Daily statements no ANNUAL statements.

Is that because I didnt receive any dividends as such?

I have just started trading and only managed a few trades and made some small profits.

[MarkeJT]

Yep, in the same boat here too. I need an investment portfolio report as at 30 Jun 2020 for my accountant. How do we get one of these please?

[DoolanOG]

Also wondering about this. Sad to see no answer in this thread.

[Emildj]

Also in the same boat, trying to complete my tax return and need this information easily accessible.

[ashinduja0611]

Did anyone figured out how to take the statment

[Guest Annual TAX Statements]

IG platform does not provide any EOFY statement as such.

You have to manually go into each Monthly statement and calculate for yourself.

This is so unacceptable from a trading platform. Not impressed.

Hopefully IG will upgrade and provide this facility for next financial year.

Sorry for the late response.

Kind Regards

Gwen Finnigan 

[StephenLewis]

It's not so simple to manually calculate this - i am very surprised this isn't provided to be honest.  Knocks the platform down a few notches for me.

[Guest Peter Crilly]

Hmmm! A bit annoying. I have an Annual report option, but it only gives me selections for 2017, 2018 & 2019

[LJfly45]

That’s crazy to not supply monthly or yearly p&l statements. So for tax you have to calculate every trade from a spreadsheet!! Is that really true?

Edited January 10, 2021 by LJfly45
Typo

[Guest Drengur]

It seems like they are not generated until later in the year. Looking at my 2020 statement, it was generated end of October!

[ArvinIG]

1 hour ago, Guest Drengur said:

It seems like they are not generated until later in the year. Looking at my 2020 statement, it was generated end of October!

Hi Drengur, 
Depending on your location, for UK the statements should be online now. As for Australia the statements will be ready next week.

All the best - Arvin

[glitglot]

On 13/12/2020 at 12:33, Guest Annual TAX Statements said:

IG platform does not provide any EOFY statement as such.

You have to manually go into each Monthly statement and calculate for yourself.

This is so unacceptable from a trading platform. Not impressed.

Hopefully IG will upgrade and provide this facility for next financial year.

Sorry for the late response.

Kind Regards

Gwen Finnigan 

I do not hold much hope that such basic info would be made available as soon as next year ........or for the year after that.....and so on