How do I access my tax documents in Online Banking?
Online Banking
- Login to your Online Banking account
- On the navigational menu on the left side of your screen, select Statements
- Select the account for which you’d like to view the tax documents and select View
- Select Statements
- Click the dropdown at the top of your screen and select Tax Statements
Mobile App
- Login to your account via the Mobile Banking app
- Open the navigational menu by clicking the arrows at the bottom of your screen
- Select Statements
- Select the account for which you’d like to view the tax documents and select View
- Select Statements
- Click the dropdown at the top of your screen and select Tax Statements
Please note that tax forms will be generated and made available to you if:
- You earned $10 or more in dividends, and/or
- You paid $600 or more in interest during the year.