Will you send me a tax summary?
If you hold a Dealing account, we'll send you a tax summary at the end of each tax year.
When your tax summary is ready to view and download, we’ll let you know via a secure message. You can find your tax summary by logging in, and from the ‘My account menu’, clicking ‘Documents’. Then from the ‘Document type’ dropdown, choose ‘Annual tax summary’.
Tax summaries only apply for Dealing accounts, so you won’t receive a tax summary for any other account you hold with us.