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How to view your statement history on your World Account

Step 1:

Select ‘Statement’ from the top nav.

Step 2:

Select ‘Full Statement History’.

Step 3:

To view your trade history select the ‘Trade History’ tab. This will allow you to access statements stored on the old version of your World Account platform.

Step 4:

Select the required date range.

Note: the maximum ‘End Date’ is your migration date, which you’ll be able to see at the top of the page. Once ready, ensure you select ‘Confirm’ on the date selection screen.

Step 5:

You can view further trade details by selecting ‘View’ on the required trade.

Step 6:

You can download your trade statement for the selected date range by selecting ‘Download statement’ on the right-hand side.

Note: this is only available in CSV format.

Step 7:

To view your payment history prior to your migration to the new portal, select the ‘Payment History’ tab.

Step 8:

Select the required date range.

Note: the maximum ‘End Date’ is your migration date, which you can find at the top of the page. Once ready, ensure you select ‘Confirm’ on the date selection screen.

Step 9:

You can view further payment details by selecting ‘View’ on the required payment.

Step 10:

You can download your payment statement for the selected date range by selecting ‘Download statement’ on the right-hand side.

Note: this is only available in CSV format.

Step 11:

To view your statement history prior to your migration to the new portal, select the ‘Statement history’ tab.

Step 12:

Select the required date range.

Note: the maximum ‘End Date’ is your migration date, which you can see at the top of the page. Once ready, ensure you select ‘Confirm’ on the date selection screen.

Step 13:

You can download your statement for the selected date range by selecting ‘Download statement’ on the right-hand side.

Note: this is only available in CSV format.

Stream A

Death, taxes and expanding to the U.S.

This session will cover the basics of what your key tax obligations are and answer questions

such as:

  • What are the biggest mistakes businesses make when expanding to the US (from a tax perspective)?
  • How to avoid penalties: what happens if you don’t comply? How to stay ahead of changing regulations?
  • How to keep tax compliance from being a bottleneck?
  • What resources or tools can businesses use to manage tax compliance without an in-house expert?
  • At what stage should businesses invest in tax automation software?
  • How can automation help prevent tax errors?