Hi there πŸ‘‹

If you have used Waltio for previous tax returns (2018, 2019 or 2020) it is possible for you to have access to the 4 documents generated by Waltio (The Tax Certificate, The Annual Capital Gains Return Schedule, The Stock Sheet and The General Ledger).

Step 1: Log in to your Waltio account and click on "my profile" at the bottom left.

Step 2: Go to the "My Documents" tab and upload your documents according to the year you want.

πŸ’‘ To retrieve Form 3916-BIS information, follow this tutorial.

If you have any other questions, do not hesitate to contact us via the chat just at the bottom right of your screen! πŸ’¬

The Waltio team

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