To access and download your annual tax statement report, please follow the below steps by logging in to Totality Edge or Apex.
1) Select the 'profile icon' in the top-right corner of the page.
2) Select 'Annual Tax Statement'
3) Select the relevant 'Year' and 'Report' type.
4) Click 'Download'.
The report will then be downloaded directly to your desktop or mobile device.

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