Jump to content
  • 1

Year financial statement for ATO


andrewthompson

Question

16 answers to this question

Recommended Posts

  • 0
20 hours ago, andrewthompson said:

Cannot for the life of me find where I can get a yearly financial statement for ATO showing all transactions, transaction costs, dividends etc. I have been to statements and entered dates required and message I get is please change the date.;

Hi @andrewthompson, for a share trading account you will receive an EFOY statement only if you received dividends during the year. To see all the transaction, dividends, commission etc you will need to go on My IG . Live accounts > History and not Statement.

From there you can select a custom period for example 01/07/2019 to 30/06/2020 you should have the information you are after.

I hope that it helps you.

All the best - Arvin

Link to comment
  • 0
On 07/07/2021 at 13:19, ArvinIG said:

Hi @andrewthompson, for a share trading account you will receive an EFOY statement only if you received dividends during the year. To see all the transaction, dividends, commission etc you will need to go on My IG . Live accounts > History and not Statement.

From there you can select a custom period for example 01/07/2019 to 30/06/2020 you should have the information you are after.

I hope that it helps you.

All the best - Arvin

Hi @ArvinIG unfortunately for the tax return, greater detail around franking and CFI is needed.  Is it known when the annual statements are released?

Link to comment
  • 0
On 31/07/2021 at 11:07, MikeRob said:

Hi @ArvinIG,
Any update on when the statements will be released?
 

Thank you - Michael

Hi @MikeRob,
The Australian statements were released last week. You should have received one if you received dividends during the 2020-2021 financial year.

You can find your transaction history in for EOFY 2021 in My IG > Live Accounts > History.

All the best - Arvin

Link to comment
  • 0
On 02/08/2021 at 09:06, ArvinIG said:

Hi @MikeRob,
The Australian statements were released last week. You should have received one if you received dividends during the 2020-2021 financial year.

You can find your transaction history in for EOFY 2021 in My IG > Live Accounts > History.

All the best - Arvin

Hello, as a financial institution, i find it shocking that you cannot provide a EOFY statement for 2021. If all you deal in is money and balances and maintaining accounts, how is it not possible to get an EOFY statement regardless of if u are dealing in shares, ETF, CFDs, whatever?? My accountant needs a summary of accounts from you for EOFY 2021. Why do we even have to ask this question if you are in the business of MONEY, and keeping ACCOUNTS?? I have had to pay $55 because I had to amend last years tax return due to the fact that you sent 2020 EOY summary. Why cant u do it for this year and do it yesterday?? Push a button and make this report available to us! Thanks. Carl

  • Like 1
Link to comment
  • 0
9 hours ago, millionz said:

Hello, as a financial institution, i find it shocking that you cannot provide a EOFY statement for 2021. If all you deal in is money and balances and maintaining accounts, how is it not possible to get an EOFY statement regardless of if u are dealing in shares, ETF, CFDs, whatever?? My accountant needs a summary of accounts from you for EOFY 2021. Why do we even have to ask this question if you are in the business of MONEY, and keeping ACCOUNTS?? I have had to pay $55 because I had to amend last years tax return due to the fact that you sent 2020 EOY summary. Why cant u do it for this year and do it yesterday?? Push a button and make this report available to us! Thanks. Carl

I haven't got any either, history does not give access to share trading statements

  • Like 1
Link to comment
  • 0
1 hour ago, MFRAGLER711 said:

Hi 

No EOFY statement received via email or not in the history, history only shows CFD, not share trading. When we can get the statement? It is August now, It should be that hard if set up in the system to generate statement automatically. 

Hi @MFRAGLER711 , please note that Consolidated Tax Certificates have been released and should be available from My IG>Live accounts>Statements. This statement is automatically generated only if you received dividends during the tax year. Please see the below link for more information on the statement types we provide for the different account types. 

https://www.ig.com/uk/help-and-support/accounts-and-statements/statements/what-statements-will-i-receive

Many thanks

Anda

Link to comment
  • 0
11 hours ago, AndaIG said:

Hi @MFRAGLER711 , please note that Consolidated Tax Certificates have been released and should be available from My IG>Live accounts>Statements. This statement is automatically generated only if you received dividends during the tax year. Please see the below link for more information on the statement types we provide for the different account types. 

https://www.ig.com/uk/help-and-support/accounts-and-statements/statements/what-statements-will-i-receive

Many thanks

Anda

Hi

 

I only see 2020 even if I set up the dates as 01/07/2020-30/06/2021, Cannot generate 2021 EOFY statement

Link to comment
  • 0
2 hours ago, MFRAGLER711 said:

Hi

 

I only see 2020 even if I set up the dates as 01/07/2020-30/06/2021, Cannot generate 2021 EOFY statement

Hi @MFRAGLER711,
I can see that the helpdesk sent you out a statement. You may need to extend the dates of research as the annual statement would have been provided after the 30th June 2021.

Thank you - Arvin

Link to comment
  • 0
On 12/08/2021 at 14:17, ArvinIG said:

Hi @MFRAGLER711,
I can see that the helpdesk sent you out a statement. You may need to extend the dates of research as the annual statement would have been provided after the 30th June 2021.

Thank you - Arvin

Arvind

 

Helpdesk sent only CFD statement not the share trading. I really want to pull out of IG this year as it is such a nightmare to get a statement. I sent a request helpdesk as well but no respond

 

Link to comment
  • 0
On 14/08/2021 at 13:41, MFRAGLER711 said:

Arvind

 

Helpdesk sent only CFD statement not the share trading. I really want to pull out of IG this year as it is such a nightmare to get a statement. I sent a request helpdesk as well but no respond

 

Hi @MFRAGLER711,

I have sent you out a statement for your Share Dealing account.

I hope that it helps.

- Arvin

Link to comment

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
  • image.png

  • Posts

    • Hi    when I try to buy the tickers SDIV and KBWD the platform does not allow me. This is strange as I have a broker account in France where I can easily buy these products. the MIFID retail legislation is related to CFD and margin, hence the reason must be different, can anybody help me?   Thanks
    • BOOM UP is the ultimate Game-Fi experience on Telegram, offering gamers a chance to earn real profits while immersing themselves in thrilling gameplay, unique art, and social interactions. Say goodbye to time-consuming games and hello to a world where fun meets profitability! By blending traditional gaming with the power of blockchain, BOOM UP is revolutionizing the industry and bridging the gap between Web2 and Web3. Get ready to dive into the future of gaming and experience a whole new level of excitement and rewards! Exciting news – BOOM UP is about to launch on Bitget, taking the crypto world by storm. Don't miss out on the chance to be a part of this groundbreaking project that's set to redefine the gaming and finance landscape. Get ready to level up with BOOM UP on on this exchange and unlock endless possibilities in the world of Game-Fi and NFTs!
    • As crypto adoption explodes in the EU, Bitget is fueling the flames with Builders Meetups – engaging events designed for both crypto veterans and newbies. Imagine learning from the Bitget EU COO Apprentice and crypto bigwigs, then building your network with fellow enthusiasts (potential friends or collaborators!). Plus, expert talks will boost your crypto IQ and there might even be free swag! Bitget goes beyond exchange, fostering the community through educational resources on Bitget Academy and a user-friendly platform that welcomes newcomers to the exciting world of crypto. The "Meet Bitget: Your Gateway to Crypto Trading" event in Bucharest, Romania on July 18th is your chance to dive in – registration is free! Don't miss out and spread the word.
×
×
  • Create New...
us