In Vest, we know that at the beginning of each tax declaration season, you need your previous year's income tax report (IR), so we want to give you the following instructions so that you can download it correctly from your app:
Please go to the section where you can find your photo or initials (which is in the top left-hand corner).
Once there, go to "Account settings" - "Documents and statements."
In this section, go to "Income tax and DARF," where you will find two options that will allow you to download "Income reports" and "Transactions". Once you have clicked on any of these options, a file in XLSX format will be downloaded to your phone (remember where you will save the file on your device, as it will not open automatically once downloaded).
Here's the video tutorial where you can see the step-by-step process:
Now you can access your updated IR reports in the app. If you have any questions or problems with the reports, please contact us at support@mivest.io and we'll be happy to help.