How to generate statements and tax reports

You can download account statements and tax reports at any time directly from your Go & Grow dashboard.

Generate a statement or report

1. Go to your Go & Grow dashboard
2. Click the "Statements" icon in the left-hand menu (document icon)
3. Your latest statement will be displayed on the screen
4. (Optional) Choose what you want to view:
   • Select a specific goal tab to view its statement
   • Or select "All goals" to see a combined statement
5. Click the download button in the top right corner
6. In the download settings:
   • Under "Report type", choose the type of report (e.g., statement or tax report)
   • Under "Goal", select a specific goal or "All"
   • Under "Format", choose PDF or Excel
   • Select your preferred date range
7. Click "Download" to generate your file

Good to know

• You can generate reports for a single goal or all goals combined
• Reports can be downloaded in PDF or Excel format
• You can customize the date range to match your reporting needs (e.g., for taxes)