Follow the steps below to download your Stake tax report to lodge your tax return:
- Sign into your Stake account and go to ‘Account’.
- Next select ‘TAX & DOCUMENTS’.
- Select ‘Account Summary Report’ and change the date to the financial year statement that is required. Choose the report format, either .XLSX or .PDF.
- Finish by clicking ‘EMAIL REPORT’. The file will then be emailed to you.
This will download an overview of your account transactions, including dividends and fees for the 2022–23 financial year. Change the dates if you need a statement for a custom period of time.
Find out more about the reports available here.
