How to get your SA302’s and Tax Year Overviews

HMRC Self Assessment

 

We have prepared this step-by-step guide for self-employed customers who need to access and download their SA302’s for their mortgage application from the HMRC Government website. This guide is for self-employed individuals who have already submitted their HMRC Tax Returns online.

 

To get your SA302’s:

1. Go to HMRC website and sign in.
You will need your Government Gateway credentials to sign in.

 

Sign in HMRC

 

2. Click ‘Self Assessment’ from your HMRC account homepage.

 

self-assessment

 

3. Click ‘Get your SA302 Tax Calculation’ and ‘Continue to your SA302’.

 

Get your SA302 Tax Calculation

 

4. Print your full calculation.

Print and Save your SA302’s as a PDF file.

 

 

To get your Tax Year Overviews:

1. Go to HMRC website and sign in.

2. Click ‘Self Assessment’ from your HMRC account homepage

 

self-assessment

 

3. Click ‘View your Tax Year Overview’.

 

Get your Tax Year Overviews

 

4. Print your Tax Year Overview.

Print and Save your Tax Year Overview as a PDF file.

That’s it!

 

Applying for a mortgage? Arrange your mortgage with us – no broker fees.

 

Ben - Author

Author: Ben, Glow Mortgage Advisor (CeMAP, BSc Hons)

First Published on: 19th July 2017