Contact - Tax Documents

Instructions

To navigate to this page take the following steps.

  1. From the Contact page, click Menu in the top left corner > Contacts & Accounts

  2. Click the contact's name to open the Contact Information page.

  3. From the Contact page, click Menu in the top left corner > Select Reporting > Tax Documents.

    The contact tax documents panel in portal.

  4. The Tax Documents page gives you access to the following tax-related functions for your contact:

    • Tax Forms - View and download annual tax forms for the last five years.

    • Tax Planner for Advisors - The Tax Planner for Advisors in PortfolioAnalyst is a tool to help Advisors estimate taxes for their client account activities

    • Tax Optimizer - Change tax-lot-matching methods and see the impact of those changes on your profit and loss.

    • Request Dividend Tax Voucher - You can apply for a refund of excess dividends withheld.

    • Cost Basis - Cost basis is the original value of an asset and is generally used to determine the capital gain from a sale of securities.

 

Additional Resources