Where to find your SA302 tax calculation and tax year overview
In your personal tax account
- Sign in to your HMRC online account.
- Go to Self Assessment, then 'More details about your Self Assessment returns and payments'.
- Choose the tax year and print the tax calculation (SA302) and the tax year overview.
From your accountant
- If your accountant files with commercial software, the calculation is printed from that software and may be called a tax computation.
- You can still print the tax year overview from your own HMRC account.
What it looks like
SA302 tax calculation: what each part shows
- Tax year and UTR. The tax year the calculation covers and your Unique Taxpayer Reference.
- Income by source. Each kind of income on the return, such as self-employment profit or rent.
- Allowances. The Personal Allowance and any other allowances taken off before tax.
- Tax by band. The Income Tax charged at each rate, and Class 4 National Insurance if you're self-employed.
- Total due. The total Income Tax and National Insurance due for the year — the figure lenders look at.
Specimen with fictional data. The layout is simplified to show where each detail sits; your own document may look different.
If you've lost it
- Print another copy from your HMRC online account: SA302s are kept for the last four years.
- If you have problems getting the documents, contact HMRC through its Self Assessment contact page.
SA302 and tax year overview: two documents
The SA302 is the tax calculation: it shows how your income turns into a tax bill. The tax year overview is a separate summary of what was due and what has been paid for that year. Self-employed mortgage applicants are often asked for both.
Tax years run from 6 April to 5 April. Ask your broker or lender which years they need before you print.
Do lenders accept printed copies?
HMRC says to check whether your mortgage provider accepts documents you've printed yourself, and publishes a list of lenders that accept self-printed SA302s. Most self-employed applicants never need a posted copy.
Related
What else will you need?
- ChecklistSelf-employed mortgage documentsSelf-employed mortgage applicants usually prove income with HMRC documents: the SA302 tax calculation and the matching tax year overview for each year the lender asks about, printed from your HMRC online account 72 hours after filing.
- SA100SA100 tax returnThe SA100 is HMRC's main Self Assessment tax return.
- Where to find itFind your UTRYour Unique Taxpayer Reference (UTR) is a 10-digit number HMRC gives you when you register for Self Assessment or set up a limited company.
Rather we did it?
Countify can handle this for you, for a fixed fee agreed upfront.
Questions
Frequently asked questions.
How soon after filing can I print my SA302?
72 hours after you send your return online.
How many years of SA302s can I get?
The last four years. Tax year overviews are available for any year.
My accountant files with software. Where's my SA302?
Your accountant prints the tax calculation from their software, where it may be labelled a tax computation. You can print the tax year overview from your own HMRC account.
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).
Countify is an independent accountancy practice. We aren't part of, or endorsed by, HMRC, Companies House or Revenue Scotland. Always file using the official form or service.
Contains public sector information licensed under the Open Government Licence v3.0 (opens in a new tab).