How can I generate P&L reports for previous years?

If you need to generate Profit and Loss (P&L) reports for previous years from your AMP Futures account, here's how you can do it:​

For U.S. Customers

• Tax Forms Available (2021–Present): If you're a U.S. citizen or resident, tax forms from 2021 through the most recent full year are available in the AMP Client Portal.​

  Steps to Access:

  1. Log into the AMP Client Portal.

  2. Navigate to the Document Center.

  3. Select Tax Forms to view and download your reports.  How do I download my tax forms from the client portal?

• For Years Before 2021: If you need reports from before 2021, AMP can provide them upon request. To request these:

  • Contact AMP Support through Live Chat > Taxes.  

  • Provide the specific years and any other necessary details.

For International Customers

If you're not a U.S. citizen or resident, your tax reporting obligations may differ.

For more information:  What tax reporting obligations do I have as an international trader?

Additional Resources

• Daily and Monthly Account Statements: You can access your daily and monthly account statements through the Client Portal. These statements provide detailed information about your trading activities and can be useful for tracking your P&L.  Where can I find my trading account statements?

  Steps to Access:

  1. Log into the AMP Client Portal.

  2. Navigate to the Document Center.

  3. Select Account Statements to view and download your statements.​