How to access your SA302's and tax year overviews as income proof for your mortgage application

by Aaron Strutt

Jun 01 2021

Banks and building societies expect to see evidence of your income when you are applying for a mortgage. 

For the self-employed, this typically means producing your SA302 forms and the Tax Year Overviews.  

How to print your SA302 form via the HMRC website  

You will need access to your HMRC Online account to get these forms or ask your accountant. You will need your Government Gateway user ID and password. 

Visit the HMRC website. 

If you are registered for Self-Assessment, select ‘Self-Assessment’.  

• Log in with your user ID and password
• Follow the link to “View your personal tax accounts” 
• Choose the relevant year and select “Go” 
• Click on “View Return” 
• Click On “View Calculation” 
• Click On “View and Print Your Calculation” 
• Follow the instructions On The Page To Print Your SA302 Form 

Example: In addition to your SA302, you will need to provide Your Tax Year Overview. 

To print your Tax Year Overview follow these steps: 

Visit the HMRC website. 

• Select ‘Self-Assessment’.  
• Click on “Self-Assessment Overview” 
• Click on “View Accounts” 
• Click on “Tax Years” 
• Select the relevant Tax Year and click “Go” 
• Follow the link to “Print Your Tax Year Overview 

 Example:

Call Trinity Financial on 020 7016 0790 to secure a self-employed mortgage or book a consultation