Reply to: Anyone know how to switch to e-Statements on Cater Allen?

[MPwannadecentincome]

FWIW, I can't turn off paper statements because SJD makes me send them in every year for my taxes. For some reason they really want to see the paper.

I just scan my statements and email the PDFs to SJD at year end. Isn't normally a hassle for 12 statements but when I opened a Euro account and ended up with 24 it felt a bit more painful LOL

[ladymuck]

Agreeing with me? You sure you don't have a temperature and a new dry cough?

I'm hungover today.

[northernladuk]

No she has a feeling of fatigue she can't seem to shake off...

Sorry....

[SueEllen]

Agreeing with me? You sure you don't have a temperature and a new dry cough?

No she has a feeling of fatigue she can't seem to shake off...

[heyya99]

Crikey. My accountant gets a PDF of the last statement of the year, for each account, and a trial balance (also PDF). I too would find another accountant if I had to post hard copies of every statement to them.

Agreeing with me? You sure you don't have a temperature and a new dry cough?

[ladymuck]

Me too, mine has an old design that hasn't changed in 15 years.

FWIW, I can't turn off paper statements because SJD makes me send them in every year for my taxes. For some reason they really want to see the paper.

Crikey. My accountant gets a PDF of the last statement of the year, for each account, and a trial balance (also PDF). I too would find another accountant if I had to post hard copies of every statement to them.

[hairymouse]

Yes, I guess it's the account type we have.

I'm with SJD and haven't sent a paper statement in 10 years. They accept screen grabs. If I had to send paper statements, I'd find another accountant who doesn't.

Now that I think about it, I have sent in screen grabs for months where I lost the paper.
I don't find it too onerous, just gather them up and throw in an envelope. I'd imagine that doing a bunch of screen grabs and sending them all in for an entire year would be tedious as well.

[heyya99]

Me too, mine has an old design that hasn't changed in 15 years.

FWIW, I can't turn off paper statements because SJD makes me send them in every year for my taxes. For some reason they really want to see the paper.

Yes, I guess it's the account type we have.

I'm with SJD and haven't sent a paper statement in 10 years. They accept screen grabs. If I had to send paper statements, I'd find another accountant who doesn't.

[hairymouse]

I see. No, my site is completely different to that.

Me too, mine has an old design that hasn't changed in 15 years.

FWIW, I can't turn off paper statements because SJD makes me send them in every year for my taxes. For some reason they really want to see the paper.

[heyya99]

I see. No, my site is completely different to that.

[pr1]

I don't see these: My accounts -> Statement Preferences

Are you going via Cater Allen Private Bank - Log in

yes

[heyya99]

My accounts -> Statement Preferences -> (choose account number) -> "Opt for paperless statements"

I don't see these: My accounts -> Statement Preferences

Are you going via Cater Allen Private Bank - Log in

[northernladuk]

That's not yoghurt.

Shhhhhhhh

[northernladuk]

@NLUK - shut your Yorkshire hole.

No need to say anything. The question and answer say it all really.....

[northernladyuk]

Yoghurt?

That's not yoghurt.