How do I download my Tax Summary Report to obtain the numbers I need for my SA103F form?

Hello noorani6,

You can easily download the Tax summary report through these steps:

1. Click Reports on the left menu and look for Tax summary.
2. Select the correct tax year.
3. Click the drop-down arrow next to View and select Download.

Regarding the SA103F, you might want to ensure that you have categorise the transactions correctly. You can use this link for reference: About SA103F Categories.

Let me know if you have more questions about the reports.