The saying goes that there are two certainties in life, and one of them is taxes.

Nobody relishes completing their tax return, and investors even less, as one decimal out of place can cause a multitude of headaches. But SmartSaver is here to help with our bit of the bargain.

How to find and download your SmartSaver tax report

• Log in to your SmartSaver account
• Head to your ‘Profile’ page from the top menu
• In the left-hand menu, select Tax Report
• Choose the period you want your report to cover
• Hit ‘Download Tax Report’ to download your PDF

And that’s it. Five easy steps.

You can then use your report to assist with completing your tax return or as evidence for your relevant tax authority.

Why aren't Vaults included?

Great question. Vaults don't appear in your tax report because, while your Vault returns are calculated and updated daily, they don't become earnings until the Vault reaches maturity.

So, Vaults aren't relevant to the tax authorities until the funds become available to you, which they aren't while the money is within the fixed-term Vault.

*Disclaimer - This blog is intended purely as guidance on downloading your tax report from SmartSaver and not tax advice.