Get your SA302 tax calculation and tax-year overview
After submitting a Self Assessment return, retrieve your SA302 tax calculation and tax-year overview through the appropriate HMRC or commercial-software route. Confirm which years and document formats the mortgage provider needs before sharing tax records.
A request for an SA302 and a tax-year overview is a request for two records. HMRC’s retrieval guidance explains how the route changes according to the software used to file the return.
Retrieve the matching pair
- Ask the recipient which tax years it needs and whether it accepts documents you print yourself.
- Allow at least 72 hours after sending the tax return before trying to print these documents.
- If you filed through HMRC, sign in to your HMRC online account. Open Self Assessment, then the section for more details about returns and payments.
- If you or your accountant filed with commercial software, get the tax calculation from that software. Its label may be different, such as tax computation.
- Obtain the tax-year overview through the HMRC account and match its year to the calculation.
HMRC makes SA302 evidence available for the last four years after submission, and a tax-year overview for any year. Contact HMRC or the software provider through the linked official guidance if retrieval fails.
Inspect before sharing
Open both files rather than relying on filenames. Compare the holder, year and document type with the recipient’s request. Keep separate years together without silently replacing one year with another because the files look similar.
Retain the original downloads. If you print to PDF for personal organisation, inspect every page afterwards. Do not recreate the calculation in a word processor or edit a figure to make the pair appear consistent. Ask the issuer or preparer about discrepancies.
Tax records can contain more detail than one application needs. Confirm the requested evidence and the submission channel before sending a whole return. The UK ID-sharing guide helps you assess separate requests for identity attachments.
Questions about SA302 documents
Are the calculation and overview the same file?
They are different records. Match each requested tax year and confirm which documents the recipient needs.
What if my accountant used commercial software?
HMRC directs you to that software for the calculation. You can still obtain the tax-year overview through the HMRC account.
Can I send my own edited summary instead?
Ask the recipient for its required evidence. Keep issued records unchanged and resolve discrepancies through the relevant service or preparer.