How to View Tax Forms Electronically for Desktop | First Tech Federal Credit Union

How to view tax forms electronically on desktop

Accessing your tax documents is a quick and easy process with Digital Banking when you are enrolled in eStatements. If you are enrolled in eStatements, follow the guide below to get started. If you are not enrolled in eStatements, we strongly encourage you to enroll so you have quick and easy access to all your important banking documents.

Red box enclosing the "Dashboard" tab with a red arrow deriving from it and pointing to the "statements" link.

Step 1

After logging in to digital banking, hover over the Dashboard tab in the top left of the page and click on Statements & Tax Forms in the drop-down window.

Important Note: Only the primary account owner for applicable account(s) can view tax forms online.
If you are not currently signed up for electronic statements and would like instructions on how to sign up, please see additional information here.

Step 1 of 2

Step 2

Click on the Tax Form tab to access tax forms from the last calendar year. To access forms from previous years, click on the Date drop-down.

Step 2 of 2