No annual tax certificates?
Heartland are not providing the annual interest earned statements this year.
I rang them up to ask when they were being provided and the service agent’s response was that they were neither providing an annual certificate through online banking nor mailing a hard copy. The reason was that the information is provided through My IRD.
However Heartland Term and cash PIE earnings have not been provided through MyIRD and Heartland are not providing an annual PIE income statement. Taxpayers need to declare it as income if their PIR rate was too low for the year. My Big Australian Bank has provided both pie and income tax certificates. So, that is not good enough Heartland!