First click on the Reports tab, available at the top of your screen.

On the left hand side, select the Tax Year report.

On the report, select the client you would like to view along with the desired tax year.

The report will then populate with the all of the investments made by the client in the chosen tax year. In the lower table, information about each investment is available, including investment date, shares purchased and current value.

Along with the investment information, there are two columns that allow for the tracking of available tax certificates. The Tax Certificates Column indicates if a particular tax certificate is available in the client’s platform document library. The Tax Certificate Date Colu indicates the date a tax certificate was made available.

To obtain any available tax certificates, first navigate to the Library.

Select the client whose document library you would like to view, from the list of names on the left hand side or use the search bar.

When you first open the client’s library you’ll be able to see all documents that have been uploaded, not just the tax certificates.

Using the filter functionality we are able to reduce the results shown in a client’s library.

Using the advanced filters to search for a document can be the easiest way to view a client’s available tax certificates. In this example, we’ve selected EIS Certificates from the available dropdown, but this could easily be changed to VCT or SEIS certificates.

You can now see that the client’s library only shows EIS Certificates. Further filters can be added to search for a specific company name, or each column can be sorted depending on the desired view.

To download a document, simply click the highlighted button for each document.

For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.