Tax reporting

Everything about tax reporting.

Updated yesterday

The tax implications may occur concerning your trading activities depending on your tax status, related rules, and regulations in your country's jurisdiction.

It is your responsibility to determine your tax dependencies, and act upon those 🔍.

Shares does not provide tax advice, and we recommend you to consult your tax implications with an appropriate professional advisor.

We will provide you with all information on your trading activity which can be used for tax reporting purposes. You may access this information at any time.

At the beginning of every month, we will make available a portfolio statement in the app which will include a statement of your current positions (i.e. assets held) and the transactions that were executed throughout the month.

You can download your monthly statements by:

  1. Accessing your Profile and tapping on your picture in the top right corner of the Investing screen.

  2. Tap on “Statements”.

  3. Here you will find all the statements personal to you. They are auto-generated and will be made available for each month that you have been using the Shares app. You can review and download each one by clicking on it and following the relevant steps.

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