TSB Classic Plus accounts, annual tax statement/certificate

AbbieCadabra

i've got 2 of these accounts & have only received a message on one of them to download my 2014/15 annual interest statement (which i need for my tax return).

i've just spent ages searching but i can't see any way of getting the same on my other account & i've no idea why i haven't received a similar message on the 2nd account (they were both opened within a few days of each other). can anyone point me in the right direction please?

n.b. i've tried the 'self-service' section before you log-in but that only has past years available to request.

bigfreddiel

I think you're only allowed one account.

Cheers fj

General_Grant

bigfreddiel wrote: »

I think you're only allowed one account.

Cheers fj

True for people opening a first (and therefore only) account but originally it was possible to open two. I and many others did so.

But, sorry, can't help the OP.
ETA: Other than to suggest simply adding all the monthly amounts received in the second account.

mgdavid

it's 2 if you had the 1st before last November (?) and applied for the 2nd before 1st Feb this year (I may be a bit out on the dates but you get the principle).

Spidernick

I have a spreadsheet for all my tax stuff each year, including monthly interest, that I update as I go along, specifically to avoid this type of hassle. I'd suggest that the OP does the same going forward.

AbbieCadabra

these accounts were opened within a few days of each other in April 2014, i think at that time it was 2 accounts per sole applicant & 1 joint account too.

i have just rang TSB to query & they've ordered a statement on my 2nd a/c & just said that all statements would be issued/available online by 30 June latest, no reason known why 1 a/c done straight away & the other not (same as my husbands accounts).

a spreadsheet is a good idea for keeping track but this is the 1st time that i've had any issue with an interest statement/tax certificate so not really had any need before.

gt94sss2

The odd (and disappointing) thing given they effectively share the same IT platform is that you can order a tax certificate from Lloyds using their Self Service option for 14/15 - but for some reason the last two years are not offered as a option on TSB's self service version.

Regards
Sunil