How to Get your Tax Calculations and Tax Year Overviews
Get your Tax Calculations and Tax Year Overviews
If you are self-employed or a limited company director, mortgage lenders nearly always require you to provide your SA302 (Tax Calculations) & Tax Year overviews to support and evidence the income you have earned and declared for your employed, self-employed, dividend and property related remuneration.
Find out how you can get your Tax Calculations and Tax Year Overviews.
How Can You Access This Information?
HM Revenue & Customs (HMRC) provides the information online.
Alternatively, paper originals will continue to be acceptable if you do not have access to the internet.
These paper versions can be ordered by you (or your Accountant) by calling 0300 200 3310.
Step By Step To Obtain Your SA302s (Tax Calculations)
- Log into the HMRC online account
- Scroll down and Log In
- Select ‘Self Assessment’
- Follow the link ‘Get SA302 Tax Calculation for tax year 20xx to 20xx’
- Click ‘View your Calculation’
- Scroll to the bottom of the page
- Click ‘View and print your calculation’
- Select ‘Save as PDF‘
Step By Step To Obtain Your Tax Overview
An additional HMRC online document called a Tax Year Overview will be required to verify that the SA302 information is correct, whether you are using online or paper-based SA302s.
The Tax Year Overview is produced by HMRC after you have has submitted your self-assessment tax return. It shows the amount of tax due to be paid directly to HMRC or any available amount for a refund for a given tax year.
- Log into the HMRC online account
- Scroll down and Log In
- Select ‘Self Assessment’
- Follow the link ‘View Self Assessment return for tax year 20xx to 20xx’
- Select the appropriate tax year you require from the drop down box
- Click ‘Go’
- Scroll down and click ‘Print your tax year overview’
- Select ‘Save as PDF‘
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