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Annual tax statements

transfers

What information is included in an Annual Statement?

You can produce an annual statement per account holder for multiple financial years.

For the selected financial year, Earnr's Annual Statement shows:

  • Balance for each account as at 30 June
  • Total balance across all Earnr accounts held by the account holder
  • Interest paid on each account type for the period 1 July to 30 June
  • Total interest paid across all Earnr Accounts held by the account holder for the period 1 July to 30 June

How do I generate an Annual Statement?

You can generate an Annual Statement in seconds through Earnr Online or the Earnr App.

In Earnr Online:

  1. Navigate to 'Account Actions' in the top menu
  2. Select 'Statements'
  3. Select 'Annual Statements'
  4. Select 'Download'

In the Earnr App:

  1. Navigate to 'More' in the bottom menu
  2. Select 'Statements'
  3. Select 'Annual Statements'
  4. Select 'Download'

How do I generate an Annual Statement for a specific legal account I have?

Earnr statements apply per account holder. For example if you have accounts as an individual and also as a business, you can generate one statement for your individual accounts, and one statement for your business.

In Earnr Online: Select the desired account holder from the top sub menu in the top menu, and then follow the steps 1 to 4 above.

In the Earnr App: Folow the steps 1 to 3 above, select the desired account holder from the top menu, then download per step 4.

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