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Tax vouchers and annual statements

Annual tax vouchers

Copies of clients’ annual tax vouchers for 2022/23 are available online from the beginning of May so you can see what income payment they have received. The Annual Distribution Summary report will be made available in June via our Reporting Service.

Client guide to their tax voucher: This guide is designed to help your clients understand their tax voucher. It will tell them how the figures in the first section, known as the ‘consolidated’ tax voucher, should be included on their self-assessment tax return, if they have to complete one. 

Download here

Pension Annual Benefit Statement

Your clients’ Pension Annual Benefit Statement are sent out at the beginning of May. The document provides a summary of how their pension has changed over the course of the year, along with a projection of what the pension might be worth when they reach their intended retirement age. 

Where can your client find their Pension Annual Benefit Statement

The Annual Benefit Statement can be found in your client's online documents, marked as a 'Statement & Valuation', indexed against their pension account number. If clients preference is printed copy then the statement will be posted.

Points to note:

  • Any tax relief not received by the date on the Annual Benefit Statement, will not appear on your clients statement for this year (2022/2023).
  • Any pending tax relief will be included in your clients statement next year (2023/2024).
  • Any contribution received after the 4th of April 2023 will not be shown on your clients statement. A letter will be sent to your client confirming this and it will be shown on next years ABS.
  • The ABS should not be used for your client tax return purposes.

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