Reports
Download a statement for any date range and account, or preview the custom reports we're rolling out next.
Year-to-date paid
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No payments yet
Last statement
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Coming after EA-9
Available reports
4
Tax / lending / activity
Generate a statement
Pick an account and a date range. We'll generate the PDF on the spot — keeps a copy of every contribution, debit, and credit posted in that window.
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Custom reports
Generate on demand. PDFs will be sent to your email when ready.
Contributions summary
Choose period · monthly breakdown · used for tax
Capital activity
All capital movements · share certificate format
Year-end summary
Tax-ready · contributions / capital