Titel

Requesting an SA302 from HMRC

Publicatiedatum

30/06/2016

Categorie

Income Tax

Bron

HM Revenue & Customs

Aard

Nummer

Samenvatting

HMRC has tweeted a reminder to taxpayers who need to request a copy of their SA302 tax calculation. The SA302 tax calculation and tax year overview documents are commonly used as evidence of income for loan or mortgage purposes for the self-employed. The forms have become more widely used since the mortgage rules have required proper evidence of income.

The tax calculation (SA302) shows the breakdown of the income returned on the taxpayers tax return, including commercial versions. The tax year overview confirms the tax due from the return submitted to HMRC and shows any payments made, cross referencing the Tax Calculation with HMRC records.

Self assessment taxpayers can use HMRC’s online service to request a tax year overview or a tax calculation (SA302) for the last three years. It takes 72 hours after an online tax return has been submitted before the documents are available to print. Taxpayers who submit paper tax returns have to contact HMRC to request a paper copy of the documents which can take up to 2 weeks to arrive. Some lenders will only accept paper copies of the documents.

HM Revenue & Customs ‏@HMRCgovuk 6h6 hours ago

Get a copy of your SA302 Tax calculation or tax year overview http://ow.ly/Zgzq301G4kb

Get your SA302 tax calculation

If you use HMRC’s online services to do your Self Assessment tax return, you can print:

· a tax year overview for any year

· a tax calculation (also known as an ‘SA302’) for the last 3 years

You might be asked for these documents as evidence of the income you’ve declared in a tax return, eg if you’re applying for a mortgage and you’re self-employed.

You can only print returns that you’ve sent online. HMRC will send you a tax calculation if you sent your return by post or can’t access your online account.

The tax year is from 6 April to 5 April the following year.

Printing your tax calculation and tax year overview

1. Log in to your HMRC online account.

2. Go to the ‘Important information’ section on ‘At a glance’. You’ll see instructions for printing both documents there.

If you see ‘Your tax account’ after you log in, you’ll need to go to ‘Self Assessment details and options’ and choose ‘At a glance’ from the left-hand menu first.

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 (or ‘tax computation’). You can still print a tax year overview from your HMRC online account.

You can’t print your tax calculation and tax year overview until 72 hours after you sent your online tax return.

When to contact HM Revenue and Customs (HMRC)

Contact HMRC if you:

· sent your tax return by post and want a tax year overview

· can’t access your online account and want copies of your documents

The documents will take up to 2 weeks to arrive.

Last updated: 30 October 2015