Ask Adam & Company a question

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.

Was this answer useful?