Save and print a tax statement

Once you have completed the questions, you can save or print the tax statement for your client to make their declaration.

An addendum will automatically be generated when the information exceeds the maximum characters allowed in a field. The fields are:

Formats for the tax statement form

You can print or save the tax statement in these versions:

Short Form - a one-page summary of the form, showing only relevant questions and answers, if data limits allow.
Full Form - an editable form containing all fields. This form includes tips to help clients unfamiliar with the subject matter complete the form.
Read-only - has the same content as the full form but is not editable. This version can be saved to your document management system without the risk of any data being stripped out. To make changes, either do this in Landonline, or open the Full Form.

Click on the down arrow on the View PDF (full) button at the bottom right of the form.

Select the format of the tax statement from the drop-down menu.

If data limits have been exceeded, you will only be able to access the Full Form.

Select the Save icon.

Your folders will appear.

Open the folder where you want to save the form, and select Save.

Select the Print icon.

A print popup box will appear.

Make changes to the print settings if needed and select Print.

Contact your IT specialist if you need to set up your print or viewing PDF settings.

Text on tax statements may display incorrectly when downloaded or previewed using the Microsoft Edge browser.

This may be due to Microsoft Edge PDF settings on your device.

You can:

check your Microsoft Edge PDF settings
contact your technology support team to get help with your settings
use another browser, such as Google Chrome, or Adobe Reader to view and download tax statements.