Article Title
Estimated Account Summary Report (Win/Loss Statement Request - US)
Category
Account / Transactions
General Information
Players may request a record of their account activity for tax or personal purposes.
⚠️ Important:
- This document should NOT be referred to as a “Win/Loss Statement”
- It must be referred to as an Estimated Account Summary Report
- Agents should not provide tax advice—players should consult a tax professional for any tax-related questions
Purpose / Objective
To guide players on how to locate and download their Estimated Account Summary Report from their account.
Scenario / Use Case
The player requests a summary of wins/losses or account activity for tax purposes.
Step-by-Step Instructions
If Player Can Log In
• Instruct the player to:
- Navigate to My Account
- Select History
- Click on Transactions
- Select Online Account Activity Summary
Report Access
• The player will be able to:
- View their account activity
- Download their Estimated Account Summary Report
Additional Information / Tips
- Always refer to the document as an Estimated Account Summary Report
- This report reflects account activity, not official tax documentation
- Players may need both this report and their W-2G forms for tax filing
- Ensure the player is in the correct section (Transactions)
Variations / Related Questions Phrased Differently
• “Can I get a win/loss statement?”
• “I need a report of my winnings and losses”
• “How do I see my gambling activity?”
• “Where can I download my account summary?”
Common Issues / Troubleshooting
• Issue: Player cannot find report
- Confirm navigation path (My Account → History → Transactions)
• Issue: Player calls it win/loss statement
- Correct terminology politely to Estimated Account Summary Report
• Issue: Player cannot log in
- Follow account access recovery process
• Issue: Player needs tax clarification
- Advise them to consult a tax professional
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