Downloading your annual tax statement from Trading 212 is quick and easy, and it’s exactly what your accountant needs when your tax return comes around. Follow the steps below to generate yours in the app.
- Log in to the Trading 212 app Open the Trading 212 app on your device and log in to your account.
- Tap the Menu tab You’ll find it in the navigation bar.
- Open ‘Documents’ Select the Documents tab from the menu.
- Tap ‘Account statements’ This is where all your statements live.
- Choose your annual statement Pick the tax year (or years) you need and generate the document. It’ll be created for you to download.
One thing to know
Trading 212 will only produce a statement for the current tax year once your account has been closed. If your account is still open, you can download statements for completed tax years, so for anything in the current year you’ll need to wait until the tax year ends.
How easy is it to file a tax return with Dead Simple Accounting?
- It truly is Dead Simple! There is more info below including FAQs
- The first step is the easiest – click here to arrange a call back!
