It's tax season - what do I do?

Brief tips to get you started

Deepak Ramachandran avatar
Written by Deepak Ramachandran
Updated over a week ago

We've made it easy for you to view your FundThrough activity come tax season:

  1. You can download a statement of your complete transaction history with FundThrough. For instructions, see 'Downloading a Statement'.
    ​

  2. Depending on your specific tax situation and jurisdiction, you may be able to claim your weekly clearing fees and administrative fees (each recorded separately in your statement) as a business interest expense. Check in with your financial advisor to see if this is an option for your business.

Not sure how to account for your FundThrough transactions? Click here for tips.

Did this answer your question?