Tax Statements Now Online

3/5/2014

Tax statements for Presidential Bank accounts are now available to customers using Presidential’s personal Online Banking and Commercial Cash Management. Statements include 1098 and 1099 information. Currently, 2008-2013 tax year statements are available. Tax statements can be viewed, printed, or saved. Paper copies will continue to be mailed to customers, regardless if tax statements are accessed online.

Accessing tax statements has been made easy. Once logged in to Online Banking, customers navigate to their tax statement(s) by clicking “Statements and Check Services” tab. Then, under the "Tax Statements" section, click the "Enter" button.

 

For Commercial Cash Management, customers first navigate to “Online Requests” at the top of the screen, then click “Tax Statements”. By following the “Tax Statements” click-path, customers will reach a PDF version of their tax statement(s). Adobe Reader® is required to view, print, and save PDF files. Customers without Adobe Reader® can download a free version at http://get.Adobe.com/reader/