To download tax vouchers from the SS&C Secure Distributor Portal please follow these steps:

  1. Select the Tax Vouchers tab
  2. Select the Management Company in the drop down
    • By default the pay date range will be the last 30 days. Click to modify where required then search NB: this is restricted to a 1 month window
  3. If the Tax Voucher is in the current view, click on the Tax Voucher or use the check boxes on the left hand side before selecting Download Selected to download more than one at a time
  4. Use the Sedol Number and unit holder to narrow down the number of Tax vouchers