How Can You Access Your SA302 and Tax Year Overview?

Posted on February 13, 2024

Embarking on your mortgage journey with Castle View Finance involves navigating the intricate landscape of income documentation. Among the crucial pieces required by mortgage lenders are your HMRC SA302 and Tax Year Overview. These documents authenticate the income from diverse sources like employment, self-employment, dividends, and property-related earnings. Let’s delve into the specifics of obtaining these documents.

Castle View Finance understands the significance of easy access to your financial records. HM Revenue & Customs (HMRC) offers both online and paper options for obtaining SA302 and Tax Year Overview.

If online access isn’t feasible, simply call 0300 200 3310 to order paper versions.

Step-by-Step to Obtain SA302s (Tax Calculations)

  1. Connect with the HMRC online portal via this link.
  2. Scroll down, log in, and choose ‘Self Assessment.’
  3. Access ‘Get SA302 Tax Calculation for tax year 20xx to 20xx.’
  4. Continue to your SA302 and view your calculation.
  5. Save the document as a PDF in a designated folder.
  6. Step-by-Step to Downloading Your Tax Overview

In addition to the SA302, Castle View Finance emphasises the importance of the Tax Year Overview, a document generated by HMRC post your self-assessment tax return submission.

Step-by-Step to Obtain Your Self Assessment Tax Return Submission

  1. Access the HMRC online account here.
  2. Log in, select ‘Self Assessment,’ and proceed to ‘View Self Assessment return for tax year 20xx to 20xx.’
  3. Choose the relevant tax year, click ‘Go,’ and print your tax year overview.
  4. Save the document as a PDF in a designated folder.

Whether you’re navigating the online platform or opting for paper originals, Castle View Finance prioritises a hassle-free process. By following these steps, you effortlessly secure your SA302 and Tax Year Overview, ensuring that your mortgage application is supported with the necessary documentation. To find out what else you may require to secure your mortgage, see the mortgage process. Trust Castle View Finance to guide you through this documentation journey, making your mortgage experience as seamless as possible.