Viewing and Downloading Tax Documents
- Jason Patterson
- Jan 4, 2023
- 1 min read
Updated: Jan 23, 2023
To view and download your tax documents follow these steps.

Click on the card at the top of your home page or go to the View Transactions in the menu.
At the top of your transactions click on "Year End Statements"
Click on Show PDF.
-- Scroll down to see how to download print, or email your document.
To Download your documents click on the share button or save button in your device. This is an example on an iPhone.

Click on the share button, save button or send button on your device. These may look a little different depending on if you use an iPhone or Android.