How do I find information to prepare my tax return?

Log in to your SPP HarvesterTM Client Portal >> Reports >> under “Default Statements” run “Activity” using arrow on the right hand side >> next to “Period” select “Fiscal Year” from the drop down menu >> next to “Date” select the end date for the applicable financial year from the drop down menu >> next to “Format” select “PDF” from the drop down menu

This will generate a PDF version of your activity statement which contains information that you will need to prepare your tax return.

To see your franked, unfranked dividends, and your franking credits, you will also need to go to Reports >> Tax >> Income Transactions Taxable.

The activity statement for the most recent financial year will be made available 2-3 weeks following the end of the financial year.

Do you have more questions? Feel free to send them in to us