How to Print SA302 from HMRC Website

How to Print SA302 from HMRC Website

Buying a house, Remortgaging, or applying for a UK visa for your loved one can be stressful process. In order to achieve your goal, whether its Visa, Mortgage or loan, you will need SA302 from HM Revenue & Customs. Back in the days, would need to call the HMRC and ask for them to send you a printed copy for your lender or home office. This cannot be emailed or faxed so relies on the HMRC post, which can take anything up to two weeks.

 

To make the process easier HM Revenue & Customs is actively working with the lenders, and most of the lender nowadays will accept SA302 produced and provided by your accountants. Accountants in practice, usually use commercial software to produce your tax returns and most of the commercial software have facility to produce SA302.

 

If you have filed your tax returns your self via an online gateway account, you will be able to print them from your online account without having to contact the HM revenue & Customs.

In a nutshell,  If you have filed your tax return using:

  • HM Revenue & Customs software, you can print both documents from HM Revenue & Customs Online Services
  • Commercial software, you can print the Tax Year Overview from HM Revenue & Customs Online Services, but you need to use your own software to print the Tax Calculation.

If you can’t access and print online documents or the lender asks for paper copies, contact HM Revenue & Customs Self Assessment Helpline and they will send them to you.

 

Printing your Self Assessment documents

 

Follow these steps to, How to print a tax calculation or SA302

 

  1. Choose the relevant client.
  2. Follow the link ‘tax return options’.
  3. Choose the year from the drop down menu and select the ‘Go’ button.
  4. Follow the link ‘view calculation’.
  5. Follow the link ‘view and print your calculation’.
  6. Follow the link ‘print your full calculation’ – you can currently view and print up to 2 years but this will increase to 3 years from April 2015 and 4 years from April 2016.

Note: If you used commercial software to submit your return, you must use that software to print your tax calculation.

 

Follow these steps to, How to print a tax year overview?

 

  1. Choose the relevant client.
  2. Follow the link ‘view account’.
  3. Follow the link ‘tax years’.
  4. Choose the year from the drop down menu and select the ‘Go’ button.
  5. Follow the link ‘print your Tax Year Overview’.

Note: You must wait 72 hours after fully submitting your return until you can print your documents.

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