You can download your tax certificates directly from the 'Reports' section of the platform, by following the instructions below.


1. Login to your account. 


2. Click on the stack menu system (the 3 horizontal lines stacked on top of one another to the left of the Bidvest Bank Logo as highlighted in yellow in the image below) and then select the Reports option at the bottom of the list.



3. On the Reports Page, you will see dropdown options available for both Transaction History and Tax Certificates.


Click on the dropdown arrow for Tax Certificates (shown in the image below), which will open up the Tax Certificate area of the page.



4. Once opened, click on the Download button to download / view (dependent on the computer setup) the tax certificate as a .pdf format document.



PLEASE NOTE: 

There will only be a tax certificate available for download if you made an investment within a particular tax year.

The tax year runs from 1 March to the end of February every year.