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How to find your tax certificates

If you receive any taxable dividends or interest in the tax year you will receive a consolidated tax certificate with your Spring investment report. Here's how to find it.

On this page

Before you start

  • Your tax certificate is issued once a year with your Spring investment report. If you have online access to your account, these reports are available to download within your account. If you'd like to change the way you receive your reports, you can change your paperless preferences online.
  • If you are in any doubt as to whether the amounts on your tax certificate must be declared, you should contact your personal tax adviser or your local tax office.

How to find your tax certificates on the website

  1. Log in online to see your accounts. 
  2. Select 'Portfolio history' from the tab list.
  3. Under 'Statements, valuations and pension illustrations', select the tax certificate you want to download.
Log in to see your tax certificates

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