Accessing Your Annual Income Statement for Tax Reporting
As part of our annual tax reporting process, qualifying affiliates and partners will receive an income statement for the previous year. This document details the total amount you were paid by the CRM platform and is required for your personal or business tax filings.
How to Access Your Statement
You should receive an email from our third-party tax service provider with instructions on how to access your statement. Please follow these steps:
- Locate the Email: Check the inbox of the email address associated with your CRM account for a message from the tax service.
- Follow the Provided Link: The email will contain a secure link to a dedicated login portal. Click this link to proceed.
- Log In to the Portal: On the login page, enter the email address where you received the notification. For the password, please refer to the guidance provided directly on that login page, as specific instructions are given there.
Important Information
These statements are generated and distributed in accordance with tax regulations, which require them to be issued by a specific deadline each year. It is important to retrieve your statement promptly to ensure you have the correct information for your tax preparation.
If you believe you should have received a statement but cannot locate the email, or if you encounter any issues accessing the portal, please contact our accounting department directly for assistance.