Tax Documents

  1. Click Performance & Reports followed by Tax Documents.

    • Alternatively, click Menu in the top left corner > Reporting > Tax Documents

The Tax Reporting page gives you access to the following tax-related reporting functions:

  • Tax Forms - View and download annual tax forms for the last five years.
  • Tax Optimizer - Change tax-lot-matching methods and see the impact of those changes on your profit and loss.

Cost Basis: