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Tax certificate (for proof of interest earned) for Lloyds TSB Vantage Account?
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# 1
osian
Old 08-12-2011, 5:35 PM
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Default Tax certificate (for proof of interest earned) for Lloyds TSB Vantage Account?

Is there anywhere on the Lloyds website that I can order a tax certificate for the Lloyds Vantage account, for the the proof of interest earned for last tax year?

I had a look earlier and I can't seem to see it.

Thanks.
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# 2
BoGoF
Old 08-12-2011, 5:37 PM
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Seems to be a common question about now, used to be the case that they were issued automatically.

Can I ask why you need proof?
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# 3
osian
Old 08-12-2011, 5:39 PM
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Thanks, I need to fill in a tax return and I need to calculate the interest.
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# 4
jennifernil
Old 08-12-2011, 5:51 PM
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Ours were sent automatically, but you can work it out by adding up the amounts for each month as shown on your statements.
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# 5
BoGoF
Old 08-12-2011, 5:53 PM
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Quote:
Originally Posted by osian View Post
Thanks, I need to fill in a tax return and I need to calculate the interest.
If you know the net amounts then gross up by 100/80 and the difference is the tax.

For example you received £80 net interest 80 x 100/80 = £100. So your tax is £20 (20%)
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# 6
BoGoF
Old 08-12-2011, 5:59 PM
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Anyhow, the tax return asks for the net amount to be entered, you don't need to enter the tax deducted.
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# 7
jennifernil
Old 08-12-2011, 6:01 PM
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Quote:
Originally Posted by osian View Post
Is there anywhere on the Lloyds website that I can order a tax certificate for the Lloyds Vantage account, for the the proof of interest earned for last tax year?

I had a look earlier and I can't seem to see it.

Thanks.
Just had a look at the website......

Before you log on there is a panel on the right called "Help & Assistance"

Select "Self Service"

Then "current accounts"

Then " order a certificate of interest"
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# 8
osian
Old 08-12-2011, 6:09 PM
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Thank you that's brilliant jennifer, I was looking for it when I was actually viewing the accounts, I didn't think to look before that web page.

I like to keep a paper copy filed just for records, just in case.

Thanks both!
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# 9
notuptoyou
Old 06-11-2012, 7:32 PM
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I know this is an old thread but I just wanted to say thank you too! My local branch had no idea what I was on about!! You've saved me a lot of time and hassle!
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# 10
flicka
Old 15-12-2012, 9:21 PM
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Really glad I looked on here. A retrospective thanks, Jennifer; you've saved me the hassle of having to phone LTSB - which I try my best to avoid.
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# 11
harj1185
Old 12-05-2014, 7:27 PM
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Just a bump for this, needed a tax cert and found this via google, saves me having to call them up and/or write to them, let's hope it works!

Thanks!
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# 12
msauk
Old 24-05-2014, 9:20 PM
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Thanks for the bump!

Wonder how long it will be before Lloyds make available certificates of interest for the financial year ending April 2014...
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# 13
PeacefulWaters
Old 24-05-2014, 10:03 PM
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Quote:
Originally Posted by msauk View Post
Thanks for the bump!

Wonder how long it will be before Lloyds make available certificates of interest for the financial year ending April 2014...

My first Halifax one has arrived. I'm due a few more though.
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# 14
Eco Miser
Old 25-05-2014, 12:42 AM
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Quote:
Originally Posted by msauk View Post
Wonder how long it will be before Lloyds make available certificates of interest for the financial year ending April 2014...
I've got the one for the account I upgraded to Club Lloyds, still waiting for the still Vantage one though.
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# 15
bowlhead99
Old 25-05-2014, 1:00 PM
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I'm not sure why people are whooping with joy that having a facility to order and wait for a piece of paper in the post has saved so much time of phoning or writing to the bank...

Surely we all have internet access to our Vantage accounts, and the account has a search facility covering a date range of 3 months at a time, going back 10 years plus. So in no more than 4 searches you have your figure for what you got in whatever tax year. This will get you the answer in 5 minutes, rather than waiting a week for Lloyds and your postman to arrange an old duplicate certificate for you, (or waiting a month for the 2013/14 certificate to become available, then ordering it, then waiting delivery).

If you need a paper record of this for some reason, rather than just having the data electronically, you can hit print, or simply write the number down on a piece of paper to put in your cupboard ?
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# 16
bob792
Old 25-05-2014, 2:46 PM
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Quote:
Originally Posted by bowlhead99 View Post
Surely we all have internet access to our Vantage accounts, and the account has a search facility covering a date range of 3 months at a time, going back 10 years plus. So in no more than 4 searches you have your figure for what you got in whatever tax year. This will get you the answer in 5 minutes
It takes more than 5 minutes to go through each account with 4 searches to extract 12 numbers and add them up. I have 3 Lloyds accounts, 3 BoS and 5 TSB and many here have more than this. At least with paper statements, if you can wait long enough before completing the tax return, you get a total per account on a statement eventually, but you don't have this option with TSB as this is a feature that you can't get with online statements.

It would be really useful if LBG could introduce a feature for showing annual interest online like Nationwide. Come on Lloyds, how about it?
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# 17
Yorkie1
Old 25-05-2014, 7:20 PM
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Quote:
Originally Posted by msauk View Post
Thanks for the bump!

Wonder how long it will be before Lloyds make available certificates of interest for the financial year ending April 2014...
For accounts with paper statements, I think it comes in the statement automatically - so if you're on quarterly interest, you may have to wait a couple of months.

I've just had it through on 1 of my 3 accounts.
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# 18
matty_art
Old 04-06-2014, 10:49 AM
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Has the way of ordering an annual interest summary now changed? Can't find it on my Club Lloyds online account.
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# 19
noh
Old 04-06-2014, 11:07 AM
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Quote:
Originally Posted by matty_art View Post
Has the way of ordering an annual interest summary now changed? Can't find it on my Club Lloyds online account.
It is there although it is somewhat buried in the menu structure.

Here is a direct link to the form that you use.

https://secure.lloydsbank.com/online...quiry/form.asp

Last edited by noh; 04-06-2014 at 11:15 AM.
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# 20
matty_art
Old 05-06-2014, 8:42 AM
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Quote:
Originally Posted by noh View Post
It is there although it is somewhat buried in the menu structure.

Here is a direct link to the form that you use.

https://secure.lloydsbank.com/online...quiry/form.asp
Great, thanks for that. No option to request one for 2013/14 yet incidentally.
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