How Can I Get My Santander Tax Statement?
By
HuutiMoney
If you are wondering how you can get your Santander Tax Statement for your self-assessment tax returns, you will find detailed guidance in the following blog post. Here, we will discuss how to get your Santander Tax Statement, the information that it provides and how as well as to register online for quick access to your tax statement or any other information you require concerned with your Santander bank account.
How Can I Get My Santander Tax Statement?
If you are wondering how you can get your Santander tax statement to file your self-assessment tax returns, you will be pleased to learn that obtaining your Santander tax statement can easily be done by using the Santander mobile banking application (easily available on the Apple Store as well as Play Store) or using the online banking option on the bank’s website.
In case you have personal savings or a current account with Santander and require the details of interest earned to include in your self-assessment tax returns, you can easily find all the information related to your interest earnings from Santander in the Account Summary section.
If you’re using the Santander online banking mobile app, you will simply need to go to the Account Summary section to find details of interest on personal savings or a current account with Santander.
On the other hand, in case you are accessing the Santander online banking option from a computer, laptop or mobile, you can start by opening up the Santander UK website on your browser and logging in with your personal details. Then you will need to follow the below-listed steps:
- Click on the “Account Services” tab
- Go to “e-Documents”
- Use the advanced search facility within e-Documents to search for “Account Summary”
Tax statements are automatically available in May each year to Santander customers who are registered for online banking with the bank.
Alternatively, you can also visit your local Santander branch to get paper copies of your tax statement or call them on 0330 9 123 123 for further information.
What Information Can I Get Through My Santander Tax Statement?
If you are registered for online banking services with Santander Bank, you will be able to gain access to the following information through your Santander tax statement:
- In the Account Summary section, you can get the details of the interest you’ve received on your personal savings, current accounts, and bonds during the tax year.
- Customers who hold an open bond will also get a Bond Account Summary. This is an account summary that has information regarding interest paid for bonds that customers may have open as of 5 April for the previous tax year.
You should note that the Account Summary includes open and closed accounts between 6 to 5 April from the previous tax year. These details are made available by Santander by the end of May and customers can choose to view and print their account summary in Online Banking.
However, in the case of a Bond Account Summary, the service is not available for closed or matured accounts and the summary is not available online or by request.
How Can I Register For Online Banking To Access My Santander Tax Statement?
While there are alternatives to accessing your Santander tax statement than using the online banking option, it is by far the quickest and most convenient way to access important information.
To register for online banking with Santander, you will need to follow these steps:
- Go to the Santander website using a computer, tablet or smartphone.
- Click on the “Register” tab that appears on the homepage.
- You will be asked to fill in some personal and financial details from either your debit or credit card number or your banking, savings or mortgage account number and sort code
- As soon as you register, Santander will send you your secure login details through the post.
You can also download the mobile app for online banking from Santander Mobile Banking on the App Store or Santander Mobile Banking on the Plat Store.
Conclusion:
The above article provides details on how to get your Santander tax statement and also how to create an online account for quick and easy access to your financial statements linked to your Santander bank account.
References:
How Interest Is Paid – Interest-Free Savings Allowance | Santander UK