Self Assesement - Missing statements

full-time-mum

I'm just sorting out my self-assessment for last year but there are a few savings accounts statements that I can't find and can no longer download from the bank.

We are talking about interest of around £2 - £4/month for one account and less than £1/month for the other. I've around 6 statements that I am unable to get the figures for.

Can I estimate them and, if so, do I indicate this on the form somewhere?

I am not going to get anywhere near the minimum tax threshold so won't be paying any tax anyway. I just want to make sure that I go about this in the correct manner.

Thanks

HC_2

If you ring and ask the bank, they'll send you a Statement of Interest Earned.

full-time-mum

HC wrote: »

If you ring and ask the bank, they'll send you a Statement of Interest Earned.

Will they charge for this?

HC_2

full-time-mum wrote: »

Will they charge for this?

Absolutely not.

kitty1801

Hi

Your bank may charge you for a statement - especially if you ask for a copy of your year end tax certificate. It really depends what bank you are with but Halifax charge £5 for copies of statements.

HC_2

The OP doesn't need copy statements, which banks charge for. She needs to ask for a Statement or Certificate of Interest Earned, or similar, depending on what her particular bank calls them.

This is a summary of interest earned throughout the financial year, which details gross and net amounts. Banks don't charge to issue these (as far as I know; NatWest, ING and A&L certainly don't).

Once you request one you might find the bank sends you one automatically each May thereafter.

kitty1801

Hi

Sorry you are correct copy statements are charged differently. Just checked with my bank (A&L) and they don't charge for the initial tax certificate but if you need copies from previous years they charge £10. Eeek!