You will automatically receive your annual tax statement by post in the first quarter of the following year. So you don't have to do anything else.

Please note: The certificate is only issued if the customer has received interest income in the calendar year. If this is not the case, the client will not receive an annual tax certificate.

Would you like to learn more? Start your application here on the partner page of SWK and Penta or browse through our Penta blog article.