As I understand it, the Chess statement is the official record...

  1. 501 Posts.
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    As I understand it, the Chess statement is the official record of your holdings, updated monthly. While broker records are useful for your accountant, the tax office wants the official record from Chess. I imagine it takes any doubts out of the equation, end of June for instance.
    I just make a copy and give the accountant the copy, while I retain the original.

    Cheers
    J
 
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