With the tax year just ended, and it being the first year I had used Invest Engine for SIPP contributions, I was looking in the reports to see if I could get the figure for the amount added, including the 25% rebate from HMRC (including pending amounts not received yet) but couldn’t find this figure. Is this available anywhere in Invest Engine or do I have to calculate manually?
Hello!
At the moment, we don’t provide a specific report showing the total SIPP contributions including tax relief from HMRC
Our team is actively working on making this type of reporting available in the future.
In the meantime, please feel free to contact us at support@investengine.com with a request for your SIPP contributions report. We’ll generate it manually and send it to you in PDF format via email.
Quick update for others that are interested and will need this for tax return - I did contact Invest Engine support who sent me a transaction report containing the total amount needed to put on the tax return. Good, quick service by Invest Engine support.
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Hi @LoveToInvest great to hear the team could help - I’ll pass on your kind words!