End of Year Tax Reporting Margetts issues Consolidated Tax Certificates (CTCs) and tax vouchers annually to assist investors and advisors with their tax returns.
Dispatch Timeline:
CTCs for the standard tax year (ending April 5th) are generated and dispatched between mid-May and the end of June.
If you hold multiple funds, you will receive a single consolidated statement covering all distributions.
Delivery Formats: By default, all tax documents are mailed as hard copies to the registered address on file. However, clients registered for the Margetts Online Portal can opt to go paperless. Digital PDF copies of your tax vouchers are available in the "Document Library" section of the portal 1-2 weeks before paper copies arrive.
Duplicate Requests: If you require a duplicate copy of a historical tax certificate, please allow 3-5 business days for our administrative team to generate and issue the replacement.
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