elsee
Member of DD Central
Retired:D
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Post by elsee on Apr 6, 2017 11:01:19 GMT
Has anyone checked their tax statement. I believe it is wrong. In my case overstating the interest paid in the year. Mine's 12p out. I can live with that. It was out last year too, again by a few pence. Isn't there something about getting extra interest if you buy/sell close to month end?
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Balder
Member of DD Central
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Post by Balder on Apr 6, 2017 11:29:30 GMT
Has anyone checked their tax statement. I believe it is wrong. In my case overstating the interest paid in the year. Mine's 12p out. I can live with that. It was out last year too, again by a few pence. Isn't there something about getting extra interest if you buy/sell close to month end? Mine is out by over £1000 more than 10%.
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SteveT
Member of DD Central
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Post by SteveT on Apr 6, 2017 11:46:29 GMT
Have you checked the start and end dates that you're filtering on? IIRC, it doesn't pick up the right dates automatically. Mine looks about right but I've not checked it properly yet.
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Balder
Member of DD Central
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Post by Balder on Apr 6, 2017 13:47:43 GMT
Sorted - user error this end  |
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vmail
Open image in a new tab.
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Post by vmail on Apr 6, 2017 18:53:31 GMT
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duck
Member of DD Central
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Post by duck on Apr 7, 2017 6:22:04 GMT
Just a heads up.
I run 3 accounts.
When producing my wife's statement it shows perfectly on the screen (£0.00p different to my spreadsheet) ..... but hit 'export' to produce the printable document and my statement with my figures shows!
Obviously a bug of some sort, will contact Lendy but just in case anybody just blindly prints the statement, a quick check might be necessary .......
EDIT CTRL +F5 didn't work, neither did turning off the box and starting again but cleaning the cache worked for me.
But as I said check the printed document .........
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s3j7
New Member
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Post by s3j7 on Apr 7, 2017 11:37:24 GMT
Thanks Duck, I'm glad it wasn't just me, I thought I was cracking up as I was trying to gather the piles of tax statements yesterday and kept getting duplicates of my account rather than the wife's.
:>)
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johnfleet
Member of DD Central
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Post by johnfleet on Apr 10, 2017 10:44:31 GMT
Same issue for me - created my wife's statement first and then when I tried to create mine - I got hers. Logging in with a different browser sorted the issue confirming that it's a cache issue. I've reported the issue to Lendy - be interested to see a) how long it takes them to respond and b) what they say!
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johnfleet
Member of DD Central
Posts: 170
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Post by johnfleet on Apr 10, 2017 10:52:48 GMT
credit where it's due. 4 minutes to get a response identifying the caching issue....
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Post by GSV3MIaC on Apr 10, 2017 13:38:29 GMT
We'd already identified it for them .. what we actually want is a FIX for it (and by the way, that is a major SNAFU, confidentiality-wise).
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Post by chielamangus on Apr 11, 2017 11:59:19 GMT
My, you lot are keen to sort out your tax liabilities quickly!
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Post by portlandbill on Apr 11, 2017 12:19:11 GMT
I'm going to show my ignorance here, but....
I only started investing in SS during the last financial year, so shouldn't:- total deposits - total withdrawals + total interest earned = my current balance?
What am I missing?
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Post by monicker on Apr 11, 2017 13:07:22 GMT
No one has mentioned DEFAULTS yet. I have 6 loans that have been defaulted and should show on the income statement for 2016/17 to enable me to claim against the tax liability.
Have phoned & e-mailed SS. but so far no reply. Anyone else in the same position?
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bloodycat
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Post by bloodycat on Apr 11, 2017 13:23:38 GMT
No one has mentioned DEFAULTS yet. I have 6 loans that have been defaulted and should show on the income statement for 2016/17 to enable me to claim against the tax liability. Have phoned & e-mailed SS. but so far no reply. Anyone else in the same position? Although the loans are technically in default, you have not actually incurred a loss yet. For most of them, whilst you may not receive all the accrued interest it is likely that you will will receive back most if not all your capital.
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Post by monicker on Apr 11, 2017 13:33:03 GMT
The HMRC have rules that govern this. If the platform declares them as defaulted then it is reclaimable against the interest. If subsequently the loan is recovered then you are liable to inc tax on the recovered amount.
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