Hi there 👋
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 2: Go to the "My Documents" tab and upload your documents according to the year you want.
💡 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! 💬
The Waltio team