Downloading your SA302s and Tax Year Overviews from the HMRC website Most Lenders now accept copies of SA302 tax returns and tax year overview downloaded from HMRC Gateway online tax return submission service. We find, however, that our clients frequently have trouble navigating the HMRC website and obtaining copies of the required documents in the required format. This guide is designed to make it simple to obtain what you need from HMRC Gateway where you as the taxpayer are accessing HMRC Gateway via your own log-ins. Notes If you sent your return using commercial software or by paper you can't print a copy of the tax calculation from this account but you can print the tax year overview If you used commercial software to send your return, you must use that software to print your tax calculation Most Lenders will require 3 years figures so it is best to print out SA302’s and Tax Year Overviews covering the last 3 completed returns. Lenders like data to cover a period finishing no longer than 15 months from the mortgage application date. Therefore an application late in the calendar year may well need returns provided covering the tax year ending in the year of application.

Logging in Can be a problem before you start. https://online.hmrc.gov.uk/login You log into HMRC Gateway with user ID and password As you progress an ‘Access token’ number will be texted to your phone as the final item to enter to confirm your identity. You eventually arrive at the ‘Choose a way for us to identify you’ page

Select: I don't have any of these Click: Continue

This gets you to the ‘We’re unable to confirm your identify’ page

Select: I don't have any of these Click: Continue

This gets you to the ‘Your personal tax account’ page

Click: Self Assessment

This gets you to the ‘Your personal tax account | Self Assessment’ page

Click: View your tax returns

Accessing and printing your SA302s Select intended tax year and click Go

Select: Tax Year Click: Go

The system drops in details of your return for that year

Click: view return (right hand side)

This brings up the figures for the return

Click: print your full calculation bottom right (or use save option in left hand menu)

Accessing and printing your Tax Year Overviews Go back to self assessment menu using self assessment link top left

Click: View Account – left hand menu

Accessing and printing your Tax Year Overviews

Click: Tax Years

Accessing and printing your Tax Year Overviews Choose year from the list

Click: Go

Accessing and printing your Tax Year Overviews

Click: Print your tax year overview

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