> For the complete documentation index, see [llms.txt](https://docs.xplorpay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xplorpay.com/merchant-portal/merchant-portal/core-features/managing-statements-and-tax-forms.md).

# Managing Statements and Tax forms

The **Statements and Tax Documents** page allows you to view and download statements and tax documents related to their merchant account.

Watch the interactive walkthrough below to access and download statements and tax documents.

{% embed url="<https://app.guideflow.com/player/dr93wx6cor>" %}

### **Key features** <a href="#key-features" id="key-features"></a>

{% stepper %}
{% step %}

#### **Statements**

You can view and download monthly statements for their merchant account.
{% endstep %}

{% step %}

#### **Tax documents**

Access and download all or individual tax-related forms under the **Tax Documents** tab.
{% endstep %}
{% endstepper %}

<div data-with-frame="true"><figure><img src="https://3375311351-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FWNkAy7CO9ci3kcil9jOX%2Fuploads%2F6ZgH9O7AxEjWSJHiJfy5%2Fimage.png?alt=media&amp;token=aabbe3c1-646c-42b9-972d-788ffc2102f5" alt=""><figcaption><p>Screenshot: Statements and taxes page</p></figcaption></figure></div>

{% hint style="warning" %}
Select a specific statement or tax document to download or Download All available records at once.
{% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.xplorpay.com/merchant-portal/merchant-portal/core-features/managing-statements-and-tax-forms.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
