Interest details on HMRC Personal Tax Account. Updated to include how to access interest details.

2010

polymaff said:

This is getting beyond masochistic.

You don't have to use PTAs or BTAs.

Until we all drown under the forthcoming "MTD for Income Tax", if you have income to report to HMRC - try using Self Assessment.

If they`ll let you.
https://www.gov.uk/check-if-you-need-tax-return

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked HMRC for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Imelda

They wouldn't let me do a self assessment tax return as I do not meet the criteria.

Roland70

Sorry for multiple posts; it kept saying Gateway Timeout, try again!!!!!

RG2015

Roland70 said:

Sorry for multiple posts; it kept saying Gateway Timeout, try again!!!!!

You can click on the circle at the top right of a post and delete the extra ones.

polymaff

2010 said:

polymaff said:

This is getting beyond masochistic.

You don't have to use PTAs or BTAs.

Until we all drown under the forthcoming "MTD for Income Tax", if you have income to report to HMRC - try using Self Assessment.

If they`ll let you.
https://www.gov.uk/check-if-you-need-tax-return

Imelda said:

They wouldn't let me do a self assessment tax return as I do not meet the criteria.

You have a right - enshrined in law - to submit a return.  Last time I checked, the number of voluntary returns was in hundreds of thousands per annum

https://www.gov.uk/hmrc-internal-manuals/self-assessment-manual/sam121140