Where can I get historical and current tax statements for my International Shares Account?
To access your historical or current tax statements for your International Shares Account, follow the steps below:
- Log in to the CommSec website
- Navigate to 'Portfolio', then access your 'International Shares' account by selecting 'Launch Platform'
- Once the platform has launched, navigate to 'Performance & Reports' > 'Tax Documents'
- You will be able to view all tax documents and other statements under 'Performance & Reports'
- Alternatively, under 'Statements' next to 'Activity' select 'Run'. Select 'Period' as 'Fiscal Year' and 'Date' as the tax year ending June 30. Then ‘View' or ‘Download' in your preferred statement format.
For more information on how to retrieve your historical and current tax statements, please refer to our International Client Guide.
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If you require access to historical statements from your Pershing International Trading Account, please refer to the following FAQ by clicking here.
