> 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** section in the Merchant Portal allows users to access and download financial records 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>" %}

<figure><img src="/files/98FyzQYvghzitnIDgMTZ" alt=""><figcaption><p>Screenshot: Statements and tax forms</p></figcaption></figure>

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

{% stepper %}
{% step %}
**Statements**

Merchants can view and download their monthly statements for transaction processing.
{% endstep %}

{% step %}
**Tax documents**

Tax-related forms, such as annual tax statements, can be accessed under the Tax Documents tab.
{% endstep %}
{% endstepper %}

{% hint style="warning" %}
You can select specific statement/tax document or download all available records at once.
{% endhint %}


---

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