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Do I need to keep my CHESS Holding Statements for tax purposes?
Dividends and Tax
Hi there, do I need to keep my CHESS Holding Statements for tax purposes or anthing else, or am I safe to shred them once I’ve seen them?
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Sean H
Asked on 2 May 2022
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Good question.
Personally, I don’t keep the CHESS statements. Instead, I save the email statements which come thru via email after each transaction has been completed. I also keep track of all transactions via Sharesight which is very easy to use and helpful for tax purposes. Hope that helps :)
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