dh1
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Post by dh1 on Apr 2, 2019 9:41:10 GMT
As it is coming up to that time of year again, I've hunted for this on the Welendus website. I've found a promising page "My Analytics - Annual summary" but the .csv and the .pdf outputs from that are, well, to put it kindly, opaque. Neither file format actually says what the interest (or PF or both) actually was and the .pdf is probably not complete.
Anyone found a useful Tax Certificate?
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Post by sayyestocress on Apr 2, 2019 10:26:20 GMT
As it is coming up to that time of year again, I've hunted for this on the Welendus website. I've found a promising page "My Analytics - Annual summary" but the .csv and the .pdf outputs from that are, well, to put it kindly, opaque. Neither file format actually says what the interest (or PF or both) actually was and the .pdf is probably not complete.
Anyone found a useful Tax Certificate?
Is the sentence under "tax statement" in the annual summary that tells you the gains on investment for the tax year you select sufficient?
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Post by df on Apr 2, 2019 11:01:30 GMT
As it is coming up to that time of year again, I've hunted for this on the Welendus website. I've found a promising page "My Analytics - Annual summary" but the .csv and the .pdf outputs from that are, well, to put it kindly, opaque. Neither file format actually says what the interest (or PF or both) actually was and the .pdf is probably not complete.
Anyone found a useful Tax Certificate?
My figure for this tax year suggests that PF bonus is included as it is significantly higher than "total earned".
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dh1
Member of DD Central
Posts: 373
Likes: 383
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Post by dh1 on Apr 2, 2019 12:58:31 GMT
I had noticed on the "My Analytics - Annual Summary" page (just under the 2017, 2018 and 2019 boxes) the words: "Tax Statement The gains on investments on the account of xx during the tax year ending 5 April 2019 was £yy." Pity that the figure shown doesn't equate to the figures in the .csv or .pdf downloads or on the "My Profile" page...
I'm also having trouble balancing up the PF and interest figures. Welendus doesn't explicitly tell you what the interest amount is; instead, it rolls interest and PF "bonus" together, although in my case, not accurately.
PF bonus and interest might be the same thing, of course. Not easy to tell.
All I really want (well, I will on the 6th April 2019) is a simple, correct, Tax Certificate which other p2p providers seem able to provide readily.
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number5
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Post by number5 on Apr 6, 2019 11:09:47 GMT
Anyone tried to create an ISA? Looks like it has not rolled for the new year...doesn't let you create one
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paulb
Member of DD Central
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Post by paulb on Apr 8, 2019 10:31:38 GMT
Anyone tried to create an ISA? Looks like it has not rolled for the new year...doesn't let you create one I've created one (despite my misgivings over cash drag/allocations) - you need to click the T&Cs link before you can click the Open button.
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number5
Member of DD Central
Posts: 449
Likes: 98
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Post by number5 on Apr 8, 2019 11:31:20 GMT
Anyone tried to create an ISA? Looks like it has not rolled for the new year...doesn't let you create one I've created one (despite my misgivings over cash drag/allocations) - you need to click the T&Cs link before you can click the Open button. Ahh cheers!...I didn't realise you had to actually click on the T&Cs link. Tried it and it works. Bit annoying I just added funds to the main account 30 mins ago!
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paulb
Member of DD Central
Posts: 131
Likes: 112
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Post by paulb on Apr 8, 2019 11:51:57 GMT
Bit annoying I just added funds to the main account 30 mins ago! If they've not been lent out (which is fairly likely to be the case), you should be able to quickly withdraw and reinvest. I haven't found a way to directly transfer from the main account to the ISA, but there might be a way to do it - maybe by contacting them?
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