Tax season has a way of sneaking up on all of us. One of the best ways to stay ahead of it? Making sure your financial documents are easy to find, organized, and ready when you need them.
Accessing your important tax documents is simple, secure, and quick with HB's Digital Banking. No digging through file drawers or waiting for paperwork to arrive in the mail. Log in anytime and download what you need right from your computer, tablet, or phone.
READ MORE | Tax documents checklist: What do you need to file taxes?
After logging in to the app, tap on More at the bottom right of your screen, then choose the account. Next, tap Statements & documents near the top.
There, you will find the documents that are ready for you to view, download, and print!
After signing in, click on ACCOUNTS in the top menu bar. Then click on Documents. Here, you can enter the information about the account, document type (make sure to choose Statement), and date range you are wanting. Then hit Submit when you're done.
Now that you know where to find your tax docs, here's a little tip to make next year even easier: eStatements.
No paper piles, no searching, no stress. It's a simple switch that keeps you organized and makes tax season feel a lot less....taxing. 😉