{"id":62,"tag":"viewing-statements-and-tax-forms","unique_id":"teddrquv","locale":"en","name":"Viewing Statements and Tax Forms","type_id":2,"type_tag":"desktop","description":"Learn how to access bank statements and tax forms using the BMO Digital Banking platform.\u200b","keywords":"","additional":{"ttsMapping":{"

Select “Document center” to continue.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/d240e0a8aa4f7b7185aea88a10ff8765.mp3","

On the Statements tab, select the desired account if you have multiple accounts. Then, select the “Select year” menu to choose the statement year.\u200b<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/6645a252c8c7b89af5e1bde3765803b4.mp3","

Select “Select year”.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/66bdb83280923a611f554352672942c2.mp3","

Select “2021” to continue.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/2d60558e438e514ab03ca8ab31465d0a.mp3","

Select the statement you wish to view. A PDF file will open in a new browser tab. Both single account and combined account statements are available for access. You can view, save or print your selected statement. Simply close the browser tab when you’re done.\u200b<\/p>\n\n


\nNext, select the “Tax Forms” tab.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/1f6c3da7b268c8acd861580835b18b6b.mp3","

Select “Tax Forms”.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/37e612d5224428f39e5e86746b63df23.mp3","

On the Tax Forms tab, select “Select year” to choose the desired tax year.\u200b<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/d4dd8b1152c88732b9fe19226efd3b68.mp3","

Select “Select year” to continue.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/5d4c40cb130266e5e61a0e9bcfcef063.mp3","

Here, you see two available years of tax forms. Select year “2022”.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/a47da6bae26fe08ad4757369a90ed73a.mp3","

Select “2022” to continue.<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/d23c100a3cac3f8e66f0629dc9ab41e2.mp3","

Next, select the particular tax form that you’d like to view. The tax form will open in a new browser tab as a PDF file that can be be viewed, saved or printed. When you’re done, simply close the browser tab.\u200b<\/p>":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/132b8d363c798aa17853a3b6b88d29f6.mp3","":""},"relatedContent":{"assets":[{"name":"Reviewing your accounts","tag":"emulator-public-view-your-accounts","url":"en\/assets\/emulator-public-view-your-accounts"},{"name":"Enrolling in paperless statements","tag":"emulator-public-paperless-statements","url":"en\/assets\/emulator-public-paperless-statements"},{"name":"Savings Goals","tag":"savings-goals-mobile","url":"en\/assets\/savings-goals-mobile"},{"name":"Total Look @ a glance","tag":"total-look-at-a-glance","url":"en\/assets\/total-look-at-a-glance"},{"name":"Total Look ~ Creating a Budget","tag":"create-a-budget-in-total-look-via-bmo-digital-banking","url":"en\/assets\/create-a-budget-in-total-look-via-bmo-digital-banking"},{"name":"Deluxe Check Ordering","tag":"deluxe-check-ordering","url":"en\/assets\/deluxe-check-ordering"}],"title":"Managing accounts"},"pdfFile":"https:\/\/cdn.horizn.net\/bmous\/emulators\/live\/teddrquv\/site_to_pdf.pdf","isFavorite":false,"showEmailReferral":false},"is_trashed":false,"content":"{\n \"override_key\": \"desktop-hybrid\",\n \"version\": 2,\n \"background_image_is_relative\": true,\n \"tooltip_enabled\": 0,\n \"steps\": [\n {\n \"id\": \"landing\",\n \"unique_id\": \"landing\",\n \"type\": \"HTML_TEMPLATE\",\n \"template\": \"landing_android_desktop\",\n \"includes_phone_container\": true,\n \"data\": {\n \"welcome_text\": \"Welcome to the Viewing Statements and Tax Forms demo!\",\n \"body_text\": \"

When you’re done, you’ll know how to access bank statements & tax forms using the Document Center in BMO Digital Banking.<\/p>\",\n \"message_text\": \"

Select “Get Started” to begin.<\/p>\"\n },\n \"coaching_tips_text\": \"\"\n },\n {\n \"id\": 1,\n \"unique_id\": \"tjvviwnv\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1730369590-Frame_38.png\",\n \"alt_text\": \"BMO Online Banking, Accounts page. Displaying your accounts and balances. Document center option is available in the Accounts menu.\",\n \"elements\": [\n {\n \"id\": \"step1-next\",\n \"type\": \"tapping\",\n \"left\": 169,\n \"top\": 133,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"2\",\n \"alt_text\": \"Highlighted control: Document center option. Select to go to the Document center page.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n }\n },\n {\n \"id\": \"step1-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “Document center” to continue.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\"\n },\n {\n \"id\": \"step1-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step1-next\"\n },\n {\n \"id\": 2,\n \"unique_id\": \"qcmqwmmx\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1703281166-3.png\",\n \"alt_text\": \"Document center page on the Statements tab. Displaying the selected account and the Select year option.\",\n \"elements\": [\n {\n \"id\": \"step2-next\",\n \"type\": \"tapping\",\n \"left\": 897,\n \"top\": 367,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"3\",\n \"alt_text\": \"Highlighted control: Select year option. Select to start selecting the desired statement year.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n }\n },\n {\n \"id\": \"step2-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “Select year”.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\"\n },\n {\n \"id\": \"step2-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step2-next\",\n \"overlay\": true,\n \"popup_msg\": \"

On the Statements tab, select the desired account if you have multiple accounts. Then, select the “Select year” menu to choose the statement year.\\u200b<\/p>\",\n \"popup_btn_label\": \"OK\"\n },\n {\n \"id\": 3,\n \"unique_id\": \"ctxcwiqu\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1703281166-4.png\",\n \"alt_text\": \"Document center page on the Statements tab. Displaying the available year options.\",\n \"elements\": [\n {\n \"id\": \"step3-next\",\n \"type\": \"tapping\",\n \"left\": 513,\n \"top\": 154,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"4\",\n \"alt_text\": \"Highlighted control: a year option. Select to choose the desired statement year.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n }\n },\n {\n \"id\": \"step3-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “2021” to continue.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\"\n },\n {\n \"id\": \"step3-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step3-next\"\n },\n {\n \"id\": 4,\n \"unique_id\": \"yyazjyxg\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1703281167-5.png\",\n \"alt_text\": \"Document center page on the Statements tab\\u200b. Displaying a Statements year selected. Tax Forms tab is available.\",\n \"elements\": [\n {\n \"id\": \"step4-next\",\n \"type\": \"tapping\",\n \"left\": 831,\n \"top\": 70,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"5\",\n \"alt_text\": \"Highlighted control: Tax Forms tab. Select to view the Tax Forms tab.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n }\n },\n {\n \"id\": \"step4-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “Tax Forms”.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\"\n },\n {\n \"id\": \"step4-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step4-next\",\n \"overlay\": true,\n \"popup_msg\": \"

Select the statement you wish to view. A PDF file will open in a new browser tab. Both single account and combined account statements are available for access. You can view, save or print your selected statement. Simply close the browser tab when you’re done.\\u200b<\/p>\\n\\n


\\nNext, select the “Tax Forms” tab.<\/p>\",\n \"popup_btn_label\": \"OK\"\n },\n {\n \"id\": 5,\n \"unique_id\": \"nnutifsb\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1703281167-6.png\",\n \"alt_text\": \"Document center page on the Tax Forms tab\\u200b. Displaying the Select year option.\",\n \"elements\": [\n {\n \"id\": \"step5-next\",\n \"type\": \"tapping\",\n \"left\": 877,\n \"top\": 274,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"6\",\n \"alt_text\": \"Highlighted control: Select year option. Select to start selecting the desired tax year.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n }\n },\n {\n \"id\": \"step5-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “Select year” to continue.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\"\n },\n {\n \"id\": \"step5-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step5-next\",\n \"overlay\": true,\n \"popup_msg\": \"

On the Tax Forms tab, select “Select year” to choose the desired tax year.\\u200b<\/p>\",\n \"popup_btn_label\": \"OK\"\n },\n {\n \"id\": 6,\n \"unique_id\": \"qohztiil\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1703281167-7.png\",\n \"alt_text\": \"Document center page on the Tax Forms tab\\u200b. Displaying available years to choose from.\",\n \"elements\": [\n {\n \"id\": \"step6-next\",\n \"type\": \"tapping\",\n \"left\": 489,\n \"top\": 149,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"7\",\n \"alt_text\": \"Highlighted control: 2022 tax year option. Select to see tax form from the year 2022.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n }\n },\n {\n \"id\": \"step6-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “2022” to continue.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\"\n },\n {\n \"id\": \"step6-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step6-next\",\n \"overlay\": true,\n \"popup_msg\": \"

Here, you see two available years of tax forms. Select year “2022”.<\/p>\",\n \"popup_btn_label\": \"OK\"\n },\n {\n \"id\": 7,\n \"unique_id\": \"hsuqtucq\",\n \"type\": \"APP\",\n \"background_image\": \"\/teddrquv\/1703281167-8.png\",\n \"alt_text\": \"Document center page on the Tax Forms tab\\u200b, displaying a list of tax forms from the year 2022. You have successfully learn how to access to your bank statements and tax forms. Finish button is available.\",\n \"elements\": [\n {\n \"id\": \"step7-complete-btn\",\n \"type\": \"complete-btn\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/check-box-mark.png\",\n \"message_text\": \"\",\n \"target_step_id\": \"ending\",\n \"hide_focus_indicator\": true\n },\n {\n \"id\": \"step7-next\",\n \"type\": \"tapping\",\n \"left\": 919,\n \"top\": 463.475,\n \"width\": 55,\n \"height\": 55,\n \"target_step_id\": \"ending\",\n \"alt_text\": \"Highlighted control: Finish button. Select to complete the demo.\",\n \"focus_pulse\": {\n \"icon_url\": \"\/emulators\/common\/pulse.gif\",\n \"left\": \"0\",\n \"top\": \"0\",\n \"height\": 55,\n \"width\": 55\n },\n \"hidden\": true\n },\n {\n \"id\": \"step7-help\",\n \"type\": \"help\",\n \"height\": 30,\n \"width\": 30,\n \"icon_url\": \"\/emulators\/common\/help-icon.png\",\n \"message_text\": \"

Select “Finish”.<\/p>\",\n \"tooltip_position\": \"Right\",\n \"tooltip_position_mobile\": \"Bottom\",\n \"hidden\": true\n },\n {\n \"id\": \"step7-focus\",\n \"type\": \"focusbtn\",\n \"width\": 35,\n \"height\": 30,\n \"icon_url\": \"\/emulators\/common\/focus-button.png\"\n }\n ],\n \"start_element_id\": \"step7-next\",\n \"overlay\": true,\n \"popup_msg\": \"

Next, select the particular tax form that you’d like to view. The tax form will open in a new browser tab as a PDF file that can be be viewed, saved or printed. When you’re done, simply close the browser tab.\\u200b<\/p>\",\n \"popup_btn_label\": \"OK\"\n },\n {\n \"id\": \"ending\",\n \"unique_id\": \"ending\",\n \"type\": \"HTML_TEMPLATE\",\n \"template\": \"ending_desktop\",\n \"content\": \"\",\n \"includes_phone_container\": true,\n \"data\": {\n \"final_text\": \"

Congrats!<\/h2>

You\\u2019ve completed the demo! \\u200b<\/p>

Check out the rest of our demos to see how easy it is to bank with BMO Digital Banking.\\u200b<\/p>\"\n },\n \"coaching_tips_text\": \"\"\n }\n ],\n \"frame_image\": \"\",\n \"coaching_tips_enabled\": 0\n}"}