When a dividend or an interest payment is due to you, you may opt to adjust whether you would like Moneybase to deduct withholding tax on your interest payments.
Simply select the instrument from your investment portfolio, scroll down until you see "Interest Option" and select whether you would like Moneybase to deduct withholding tax on your interest payments.
To access your tax report, log in to your Moneybase account on the app, click on More (bottom right), select Reports and choose 'Tax Certificate. You are able to select the relevant parameters following which the specifically designed report will be sent to your designated email.
If you want to change your portfolio tax declaration preference, please get in touch with our customer care team. If the tax declaration option is set to 'No', you will need to complete the tax declaration process yourself at the end of tax year.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article