How Can You Get A Halifax Tax Certificate?

If you are wondering about how to get a Halifax Tax Certificate for a summary of your savings interest, you will find the answer to your question in the following blog post. In addition to this, you will also find detailed guidance for requesting a Halifax Tax Certificate as we explore different options through which a tax certificate can be attained from Halifax.

How Can You Get A Halifax Tax Certificate?

If you want a copy of your Halifax Tax Certificate, you can choose either of the following options to get one:

• you can request a Halifax tax certificate online by logging into your Halifax online banking account or the Halifax mobile application on your phone
• you can request a printed copy of your Halifax tax certificate by post either by placing an online request or by writing to them
• you can also choose to request your Halifax tax certificate in person by either calling the Halifax helpline at 0345 720 3040 or visiting the nearest Halifax branch

You should know that there is no charge for getting a Halifax tax certificate; no matter which option you choose.

Once you receive your Halifax tax certificate, you will notice that it mentions the following information that is used for calculating your tax liability:

• the total amount of interest earned on your Halifax savings accounts during the previous tax year
• the date on which the interest was earned.
• the tax reference number for your Halifax account

If you have more than one Halifax savings account, you may need to request a tax certificate for each one separately. Consequently, you will receive separate tax certificates for each Halifax account.

How Can You Get A Halifax Tax Certificate Online?

If you choose to request your Halifax tax certificate online, you can either choose the online banking option or the Halifax mobile application. In the case of the Halifax online banking option, you should follow these steps:

• sign in to your Halifax online account
• select the account you wish to view
• select “statement options” on your account page
• select to either print, download, or order a paper copy of your Halifax tax certificate

If you are using the Halifax mobile app to request your tax certificate, you should do the following:

• sign in to your Halifax account and select the account that you want to view
• select the three-dot account menu that appears on the screen
• you can now choose to either elect “download” or “print statement” to save or print 

How Can You Get A Halifax Tax Certificate By Post?

If you want to get a Halifax tax certificate by post, you can choose the “order a paper copy” option while using your Halifax online account. If you are using the Halifax mobile app and you want to request a paper copy of your tax certificate, you should select the “order paper statements” option after viewing your tax certificate online.

Alternatively, if you want to write to Halifax and request your tax certificate, you can send a written request to the following address:

Halifax 

PO Box 548 

Leeds 

LS1 1WU

Requests for receiving a tax certificate by post can also be made in person by visiting your nearest Halifax branch or by calling the Halifax helpline at 0345 720 3040.

You should keep in mind that it usually takes at least 10 working days to get a Halifax tax certificate delivered by post. 

Conclusion: 

The above discussion helps to summarise the different ways through which a Halifax account holder can request their tax certificate from Halifax. Regardless of whether you choose to place an online or an in-person request for your Halifax tax certificate, you will have the option to attain an online copy of the certificate as well as to have a paper copy posted to you.

References:

Your Statements Explained | Investing | Halifax

Halifax: trouble getting a tax certificate — MoneySavingExpert Forum

Tax Certificate for Halifax/BOS Reward accounts — MoneySavingExpert Forum

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