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Reports Reference

The Reports Reference menu contains information about statements and reports.

The following menu items are included:

• Reporting Guide - The complete reference for all of IB's reports, including step-by-step procedures and complete descriptions of every field in every report. Available as online help and as a downloadable PDF.
• Tax Reporting - Includes important information for IB customers about taxes and tax reporting.
• Third-Party Integration - Institutional account holders can learn how integrate their reports with third-party software.
• Release Notes - See what new features and changes to existing features are included in the latest reporting release.