We'd like to remind Forumites to please avoid political debate on the Forum... Read More »
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Annual Tax Cert' - Principality BS

subjecttocontract
Posts: 2,795 Forumite


I just received my annual tax certificate from Principality for year ending 5.4.25
It seems to only include open accounts and not any matured/closed during the tax year.
In my case there are 3 accounts missing from that annual statement......just as well I keep my own records. Anyone relying on receipt of accurate info from them might be disappointed.
It seems to only include open accounts and not any matured/closed during the tax year.
In my case there are 3 accounts missing from that annual statement......just as well I keep my own records. Anyone relying on receipt of accurate info from them might be disappointed.
2
Comments
-
For closed accounts a tax certificate needs to be requested.
https://www.principality.co.uk/getmedia/390df200-7e5f-420a-9cfd-112567a1821b/Statement-Explanatory-Notes.pdf2
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 351.4K Banking & Borrowing
- 253.2K Reduce Debt & Boost Income
- 453.8K Spending & Discounts
- 244.3K Work, Benefits & Business
- 599.6K Mortgages, Homes & Bills
- 177.1K Life & Family
- 257.9K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.2K Discuss & Feedback
- 37.6K Read-Only Boards