I too am in the same situation as the person who asked should I send my private bank statements.
I am under personal SA and also have been requested to provide my Intelligent Finance offset mortgage, current and savings account held jointly with my wife.
What are my legal obligations? Can I not send them and state that as this is a joint account I cannot legally provide them without my wifes consent?
If I reply to the IR with the above will I be deemed as not co-operating?
Also as it is an offset mortgage for the property I live in and the account is not interest bearing for the purposes of SA as advertised by IF ie there is no need to declare this account for SA as no interest has been recieved. Can I ask them what the relevance is to the enquiry or state that it is irrelevant? Will it do any good?
I read elsewhere that in theory they only need the tax deduction certifcate to ensure the accuracy of my return. Should I play this game with them?
I too have just moved house and as it is a joint account my wife has placed a number of cheques into the account that I cannot account for and am seriously worried about explaining all of this if at all.
Am I stalling the inevitable and should just send them what they have asked for?
Will they then ask for my wifes statements and if so should I provide them?
Thanks,
Pete
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