> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Tax Documents

> Access tax-related documents for your token grants

## Overview

TGA provides tax-related documents to help you report token compensation on your tax returns. Access these documents in the **Documents** section of your portal.

***

## Available Documents

<CardGroup cols={2}>
  <Card title="Distribution Statements" icon="file-lines">
    Records of tokens distributed to you
  </Card>

  <Card title="Vesting Reports" icon="calendar">
    Summary of tokens vested during the tax year
  </Card>

  <Card title="Exercise Records" icon="file-signature">
    For options: records of exercises
  </Card>

  <Card title="Tax Summaries" icon="file-invoice">
    Year-end summary for tax filing
  </Card>
</CardGroup>

***

## Accessing Documents

<Steps>
  <Step title="Navigate to Documents">
    Click **Documents** in the sidebar
  </Step>

  <Step title="Select document type">
    Choose the type of document you need
  </Step>

  <Step title="Select tax year">
    Pick the relevant tax year
  </Step>

  <Step title="Download">
    Click to download or view the document
  </Step>
</Steps>

***

## Document Details

### Distribution Statements

Shows each token distribution you received:

* Date of distribution
* Number of tokens
* Token value at distribution
* Any withholding applied

### Vesting Reports

Summary of vesting events:

* Vesting dates
* Tokens vested
* Fair market value at vesting

### Exercise Records (Options Only)

For option grants:

* Exercise date
* Number of options exercised
* Strike price paid
* Token value at exercise

***

## Tax Withholding

Your organization may withhold tokens for tax purposes:

* **Withheld amount** shown on distribution statements
* **Net tokens** are what you actually receive
* **Withholding records** available in your documents

***

## Important Dates

| Date                  | Relevance                                    |
| --------------------- | -------------------------------------------- |
| **Vesting date**      | When tokens vest — may trigger taxable event |
| **Distribution date** | When you receive tokens                      |
| **Exercise date**     | When you exercise options                    |
| **Year-end**          | Summary documents available in January       |

***

## Tax Considerations

<Warning>
  Token compensation may have significant tax implications. This documentation is for informational purposes only and does not constitute tax advice. Consult a qualified tax professional about your specific situation.
</Warning>

### General Guidance

* Token grants may be taxable at vesting or distribution
* The taxable value is typically the fair market value at the taxable event
* Options may have different tax treatment than RSUs
* Tax rules vary by jurisdiction

***

## Getting Help

For questions about:

* **Your documents** — Contact [support@toku.com](mailto:support@toku.com)
* **Tax filing** — Consult a tax professional
* **Withholding** — Contact your organization's HR or finance team

<Card title="TGA FAQ" icon="circle-question" href="/tga/faq">
  Common questions about token grants
</Card>

***

<Tip>
  **TGA User Guide** — Step 4 of 4. [Previous: Understanding Vesting](/tga/user/understanding-vesting)
</Tip>