If you have a General Account, you will get a Consolidated Tax Certificate (CTC) once a year, usually in May or June, for the previous tax year. You’ll be notified when your CTC is ready and available in the Documents section of your online account.
A CTC is a summary of the returns you've received on your investment portfolio and shows any tax that has been deducted at source from the dividends you’ve received. You can use the information in the CTC to help you complete your Self Assessment tax return.
It will not provide information on calculating Capital Gains Tax.
Accumulating Irish domiciled funds are not included on the certificate. All Irish funds do provide reports which you can use to determine distribution income and calculate your tax.
Read our General Account tax guide
We cannot give tax advice. If you need more assistance with your tax return, we suggest speaking to an accountant or seeking financial advice.
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