How can I request a Tax Statement template that is not currently available in Class?
Lodge a support request for a Tax Statement template, providing the following details:
- The approximate number of the impacted funds (Refer to the instructions to identify How many Funds invest in a particular security
- Two actual Tax Statements for a given investment; and
- Fund codes or Fund URL in which these two tax statements relate to.
Class aims to make Tax Statement template ratios available within 2 weeks of receiving the sample statements.
For more information refer to our knowledge article Tax Statement Templates Requests.