You need to answer the questions for the tax statements your firm is responsible for.
Questions shown in the tax statement may differ depending on the instrument.
Your tax statement auto-saves when you:
- close the panel
- navigate to other parts of the dealing
- exit the dealing.
Answering questions in the tax statement
Questions 1 and 2 are auto populated with the Record of title reference and the Transfer instrument number.
Start with Section A and work your way down the form in order.
Form skips questions you don't need to answer
The form is dynamic and may change depending on the previous answer.
For example, when you select the first answer for question 7, question 11 will pop up to answer. The form automatically skips questions you don't need to answer.
Tax statement PDF displays all questions
The PDF form will show all questions whether they were answered or not.
Guidance on how to answer questions
Find guidance on how to answer questions in the tax statement: