# Generating Tax Reports

### Overview

The Control Super portal allows you to generate detailed tax reports to assist with your reporting obligations. You can download reports covering specific time periods (such as a financial year or quarter) or generate focused reports based on specific investment opportunities.

### Before You Begin

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**Disclaimer:** These reports provide a summary of your investment activity for tax reporting purposes. Please note that Control Super does not provide tax advice; these documents are for information purposes only. Consult a qualified tax professional for specific advice.
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### Steps

#### Step 1: Navigate to Tax Reports

From the sidebar menu, locate the **Reports** section and click on **Tax Reports**.

This page provides a summary of your investment activity, including investments realized, interest received, and withholding tax deducted.

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#### Step 2: Generate Period Reports

To download a report for a specific timeframe, look at the **Period Reports** section.

1. Select the desired frequency tab: **Annual**, **Quarterly**, or **Monthly**.
2. Locate the specific period you need (e.g., "FY 2025-26").
3. Click the **Download** button on the right side of the row.

<figure><img src="/files/eY8EZoNy0DPVPPouBRKS" alt=""><figcaption></figcaption></figure>

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#### Step 3: Generate Opportunity Reports

If you need a report focused on specific assets rather than a whole time period, scroll down to the **Opportunity Reports** section.

1. Use the **Search** bar to find specific opportunities, or use the date filters (`From date` to `To date`) to narrow down the list.
2. Select the checkbox next to the specific opportunities you wish to include in the report. You can also use the **Select All** checkbox to include every item in the list.
3. Once selected, proceed to generate the report for the selected items.

<figure><img src="/files/qzDCyoxuEyr4q1TECIZh" alt=""><figcaption></figcaption></figure>

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#### Step 4: Review the Report Data

When you open the downloaded PDF report (Issuer Tax Report), it will provide a comprehensive breakdown of your activity. Key sections include:

* **Financial Summary:** High-level totals for capital invested, funds returned, and total interest earned.
* **Opportunity Breakdown:** A line-by-line list of investments showing amounts invested, realized, and distributions.
* **Investment Transactions:** A chronological list of all confirmed transactions, including status and amounts.
* **Deposits & Withdrawals:** A record of funds moving in and out of the opportunities.

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**Tip:** Period reports will aggregate data across all opportunities active during that timeframe, while Opportunity reports will only show data for the specific assets you selected.
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### Need Help?

If you have trouble downloading a report or notice discrepancies in your data, please contact the Control Super support team at <support@ctrlsuper.com.au>.


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