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Annual Tax Cert' - Principality BS

subjecttocontract
Posts: 2,571 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
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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
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