This file is particularly useful for portfolio tracking platforms and taxation purposes, as it contains all the relevant transactions on your account to help calculate your taxes.
Steps to Download Your Transaction History
Step 1: Access Transaction History
Click on the drop-down menu in the top-right corner of your dashboard and select ‘Transaction History’.
Step 2: Export Transaction History
Click the ‘Export History’ button and then select ‘Transaction History’.
Step 3: Choose Date Range and File Format
Select the date range for the transactions you want to download.
Tip: Leave the date range empty to retrieve all transactions.
Choose the file format for the export (e.g., CSV or other available formats).
Once selected, download the file to your device.
Important Note
Your accountant may also need your account statement in addition to the transaction history for reporting and tax purposes.
Need Help?
If you encounter any issues or have further questions, don’t hesitate to reach out to our support team via live chat or email at contact@digitalsurge.com.au. We’re here to assist you!