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trading statements , records for a yearly tax return


glitglot

Question

hello , does anybody know how to get an easy to read record of the trades done in a year for an equity account and a CFDs account  in CSV form?  

I looked at what is being offered on the history pages and either the data is in PDF which I find difficult to transfer to excel or when downloaded in CSV it is in several different types of display with most of the data not relevant to the compilation of a tax return ......

my tax accountant prefers one excel sheet with the trades showing the date bought,  date sold , profit or loss, interest paid, commission , and dividends in their individual columns 

what do most of the IG traders do at the end of the financial year?  

any help will be much appreciated 

 

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Hi Team,

Any updates on this please? I also need the report for tax purposes, ASIC requires the institution to include ABN on header of yearly statements to be compliant.

This is for Australian customers, what is provided in Live Accounts -> history is not sufficient. And statements section does not include transactions if dividend has not been paid.

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