UK tax returns for general investment account

[GrahamA]

How do I download or see a report to use for UK tax returns.  e.g. 5th April to 6th April each year?  Showing returns, dividends, charges etc.   The quarterly reports would be tricky to adapt.  Thanks in advance.

[AshishIG]

6 hours ago, GrahamA said:

How do I download or see a report to use for UK tax returns.  e.g. 5th April to 6th April each year?  Showing returns, dividends, charges etc.   The quarterly reports would be tricky to adapt.  Thanks in advance.

Hi @GrahamA, If you have received dividends during the tax year, you will be able to view and download your CTC (Consolidated Tax Certificates) in pdf format by going to MyIG > My Account > Statements.

This statement is usually made available one or two months after the end of the UK financial year.

All the best,
AshishIG