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Tax paperwork assistance
Does Stake help me with tax support?
Stake makes it easy to navigate tax time. It’s simple to gather the information you need about your investments to complete your annual tax return. Our partners can also generate additional reports you may need.
Reports we provide
Account-related documents are easily accessible on Stake.
In the app, simply go to More > Tax & documents.
On desktop, click Menu (top right icon) > Tax & documents > Account summary report (located under Tax & documents).
Your Account Summary Report contains everything you need to assist you or your accountant/tax agent in determining your tax obligations, including beginning to end-of-period balances, official exchange rates displayed on your transaction log and trade volumes. You can specify the format as either an Excel spreadsheet (.xlsx) or a PDF.
You can also obtain Trade Confirmations and Monthly Account Statements, both conveniently provided in PDF format.
Please note that due to the complexities involved with tax, we recommend you obtain independent and professional advice that takes into account your own set of facts and circumstances.
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