How do I search for a tax report in the document vault?
- Select Documents
- Select Document Vault
- Select Search (If viewed on a mobile device ‘More options’ will need to be selected first)
- Enter the Dates From and To that you wish to search between
- Select the Status of All, Unread or Read
- Select the Product or Account you wish to search on
- Leave the Document Type such as All Document Types
- Select the document as Tax Report
- Select Search
The results will be displayed. Choose the tax report from the list that appears to view the PDF copy.
