SA302 Calculation for Mortgage Applications
Posted on 28th June 2021 at 12:12
Many people need this for their mortgage applications. You can apply for your documents here.
You will be able to get evidence of your earnings (‘SA302’) for the last 4 years once you’ve sent in your Self Assessment tax return. You can also get a tax year overview for any given year.
You might be asked for these documents as evidence of your income, for example, if you’re applying for a mortgage and you’re self-employed. The tax year runs from 6 April to 5 April the following year.
Printing your documents
You can print your own tax calculation and tax year overview if you do your Self Assessment tax return using:
HM Revenue and Customs (HMRC’s) online services commercial software
Always check that your mortgage provider accepts documents you’ve printed yourself as not all do.
You cannot print your documents until 72 hours after you submitted your tax return.
Where to find the information to print
If you use HMRC’s online services
Log in to your HMRC online account.
Go to ‘Self Assessment’, then ‘More Self Assessment details’.
If you use commercial software
If you or your accountant use commercial software to do your return, you’ll need to use that software to print your tax calculation. It might be called something different in the software - for example ‘tax computation’.
Contact the company that makes the software if you have trouble printing.
You can still print a tax year overview from your HMRC online account.
Share this post: