We can't issue a tax report, but we can give you two documents your tax adviser can use to work out any gains or losses:
- Transaction history — every trade, deposit, and withdrawal over a period.
- Account statement — the assets you hold with us, plus opening and closing balances for the tax year.
Together, these let your adviser compare what you paid for an asset against its value at the end of the period.
Get Your Transaction History
You can download this yourself from the web platform. App support is coming soon.
- Log in to your Altify account at web.altify.app.
- Click on Activity in the left-hand navigation.
- Open the Transactions tab.
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Select Download Transactions.
Get Your Account Statement
Message us in-app, on web chat, or email support@altify.app. Include the statement period you need so we can turn it around quickly.