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Consolidated EOY Tax Certificate for Smart Portfolio GIA


grayswood

Question

I have been searching everywhere on my account for a consolidated tax certificate. Despite going via Help chat and not getting an answer, I know I  have had them for the last couple of years. I would have thought they would be under statements, in MY IG,  but there is nothing there. Any help would be much appreciated.

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Guest Tommyx

Dear xxxx

We have now generated your consolidated tax certificate (CTC) for the 2019/20 tax year. To view it, just follow these simple steps:

1. Log in to My IG
2. Click ’live accounts’
3. Choose your account from the dropdown 
4. Select ’statements’ and go to the 2020 tab

Your tax certificate is called EOFY 2020.
About your certificate
Your CTC shows all local and overseas dividend payments you’ve received between 

06/04/2019 - 05/04/2020

CTCs are accepted as evidence by HM Revenue & Customs (HMRC) and can help you complete your tax return. They may also be referred to as consolidated tax vouchers (CTVs).

This document is important. Please retain it for tax purposes. 
 

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