Webot provides customers with the ability to easily access and download their tax report so they may better prepare for tax season. This article answers basic questions about tax reports and where to access them on the Webot mobile and desktop platforms.
You can follow these steps to download your tax report on Webot.
*Note: The tax report includes four documents: Form 1099-DA (IRS), Capital Gain & Loss (For Reference Only), Optimized Transaction Data, and Raw Transaction Data.
👉🏻 On the mobile app
👉🏻 On the website
On the mobile app
1. After logging in, click on [Account], then the [Settings Icon], followed by [Customer Support], then [Online Support], and finally [2025 Taxes].
2. Then, click on [Send Tax Report to Email]. The tax report ZIP file will be generated within a minute, and you will receive an email. Click on [Download] to download the tax report ZIP file to your local device.
On the website
1. Log in to your Webot account and click the [Support] at the top, then choose [Taxes].
2. Click [Download Report], and the tax report ZIP file will be automatically generated and downloaded to your local device.
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