Calculating taxes on your equity transactions can be complex. To simplify this process, you can download order receipts directly from Optio after your exercise and hold orders complete. These receipts provide the gain information you need for your tax calculations.
Steps to download your order receipt
-
Navigate to "My orders"
- Once logged in, click on "My orders" in the main menu.
-
Find your completed order
- Locate a exercise and hold order that your administrator has completed. Orders are listed by date, with the most recent at the top.
-
Download the order receipt
- Click on "Download order receipt" next to the relevant order.
- The receipt will download as a PDF file to your device.
Using the order receipt for tax calculations
-
Understand your gain
The receipt shows the gain from your transaction, which is essential for calculating taxes. -
Consult your tax advisor
Tax laws vary by country and individual circumstances. We recommend discussing the receipt with a tax professional to determine your tax obligations.
Frequently Asked Questions
1. Why can't I find the "Download order receipt" option?
Ensure that the order is completed. If you're awaiting the status you may contact your company's administrator or contact our support team at support@optioincentives.com.
2. Can I download receipts for other types of orders?
We are working on expanding this feature to include other order types in the future. If this feature would help you, please let us know. Your feedback helps us prioritize updates.
3. Is the gain information the same as what I should pay in taxes?
The gain information provides the basis for calculating taxes but does not represent the tax amount you owe. Tax liabilities depend on your personal situation and local laws. We recommend consulting a professional.
Need further assistance?
If you have any questions or need help accessing your order receipts, please reach out to us at support@optioincentives.com or submit a request.