Access Tax File Inquiry

These steps explain how to view details of the tax file for the current year and previous years.

1. Launch the Member Inquiry tool by clicking the magnifying glass icon in the top right corner of your home screen.

2. Input the member's account number.

3. Click the forward arrow.

4. Click the forward arrow again to move past the Member Account Comments pop-up and any other pop-ups that may appear.

5. Select Tax File Inquiry from the menu on the bottom left corner of the screen.

6. View the tax ID # at the top of the screen.

7. To view a different tax year, input a different year in the Tax year field.

   • You can also select to view a member type of organization/individual.

8. Click the forward arrow to view dividends, withholding, CD penalty, and interest for each account the tax ID # is associated with.