How to get your SA302 and Tax Overview

You need to read this if you are applying for a mortgage and are self employed or own more than 25% of your company.

One of the most important documents that a mortgage broker and lender need to see is confirmation of your taxable earnings - not the second book! This document is called an SA302 and can only be obtained from HMRC. You also need the Tax Overview. You need to get it and quickly as without it the broker is stuffed!

Here is a step by step guide to get that SA302 and Tax Overview

You will need to log in to their HMRC online account using your personal details at HMRC

Obtaining an SA302/Tax Calculation

1. Select ‘Self-Assessment’ (if you are only registered for Self-Assessment then you'll automatically be directed to this screen when you log in)

2. Follow the link ‘tax return options’.

3. Choose the year from the drop down menu.

4. Follow the link ‘view return’

5. Follow the link ‘view calculation’.

6. Follow the link ‘view and print your calculation’.

7. Follow the link at the bottom of the page to 'print your full calculation'

Obtaining a Tax Overview

1. Select ‘Self-Assessment’ (if you are only registered for Self-Assessment then you'll automatically be directed to this screen when you log in)

2. Follow the link ‘view account’.

3. Follow the link ‘tax years’

4. Choose the year from the drop down menu and click the ‘Go’ button

5. Follow the link ‘print your Tax Year Overview’.

Once you have it then send it to the broker and breath...................................