From HMRC
From your business
Company directors
Before you apply
Why the SA302 matters
HMRC describes the SA302 as evidence of your earnings, in the form of a tax calculation, and gives mortgage applications as the typical use. You can print it from your HMRC online account under Self Assessment once 72 hours have passed since you filed. If an accountant files through software, they print the calculation from the software and you print the tax year overview from your own account.
HMRC also says to check whether your lender accepts documents you print yourself, and keeps a list of lenders that do.
Related
What else will you need?
- Where to find itGet your SA302An SA302 is HMRC's calculation of your tax for a year, used as proof of income, for example by self-employed mortgage applicants.
- SA100SA100 tax returnThe SA100 is HMRC's main Self Assessment tax return.
- SA103SA103 self-employment pagesSA103 is the self-employment section of the Self Assessment return.
- TemplateDividend voucherA dividend voucher is the record a limited company issues each time it pays a dividend.PDFWord
Rather we did it?
Countify can handle this for you, for a fixed fee agreed upfront.
Questions
Frequently asked questions.
How many years of SA302s do lenders want?
It varies by lender, so ask your broker. HMRC keeps SA302s available for the last four years and tax year overviews for any year.
Can I get an SA302 before I file?
No. The SA302 is the calculation of a filed return. You can print it 72 hours after filing online.
Do company directors need SA302s too?
If you file a Self Assessment return for your salary and dividends, yes, the SA302 and tax year overview prove that income. Lenders may also ask for the company's accounts.
Checked against GOV.UK on · Reviewed by Kamran Ishaq FCCA, Founder & CEO, on .
Sources: Get your SA302 tax calculation (opens in a new tab) (HM Revenue & Customs); Taking money out of a limited company (opens in a new tab) (GOV.UK).