annual statement
Once-yearly financial summary
An annual statement is a formal summary of financial activity issued once a year.
Banks send annual statements showing account transactions and interest earned.
Credit card companies summarize yearly spending.
Investment accounts report gains, losses, and dividends.
The term also applies to required yearly disclosures from insurance policies or pension plans: Check your annual statement for errors before tax season.
- yearlyOnce per annum
- fiscal yearAccounting calendar period
- reportFormal written findings
- financialRelating to money
- year in reviewSummary of recent events
end of year · audit · balance · summary · fiscal · accounting · certified public accountant · taxes · dividend · portfolio · earnings · bottom line · review · stockholder · quarterly · filing · income · expenses
- bank documentsaccount balance, balance, transaction history, transactions, deposit slip
- Statement Termsaccount summary
- payroll formsW-2, W-4, W-9, timesheet, pay stub
annual statementdaily report
Recurring summary of happenings
weekly report · monthly report · quarterly report · live feed
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