How do I get an SA302 or tax year overview for a mortgage?
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How do I get an SA302 or tax year overview for a mortgage? Once your 2025-26 tax return is filed, wait 72 hours, then sign in to your HMRC online account and print your SA302 tax calculation and tax year overview. SA302s are available for the last 4 years. GOV.UK says you can get your SA302 tax calculation for the last 4 years once you have sent your Self Assessment tax return. A tax year overview is available for any year. GOV.UK says you cannot print your documents until 72 hours after you sent your tax return. Ask them. GOV.UK tells you to check that your mortgage provider accepts documents you printed yourself. HMRC's published list of lenders that accept them was last updated on 8 June 2020. Read the full answer, with every source, at rightotax.co.uk.
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Read the full answer, with every source
The one-minute version
Transcript
How do I get an SA302 or tax year overview for a mortgage? Once your 2025-26 tax return is filed, wait 72 hours, then sign in to your HMRC online account and print your SA302 tax calculation and tax year overview. SA302s are available for the last 4 years. GOV.UK says you can get your SA302 tax calculation for the last 4 years once you have sent your Self Assessment tax return. A tax year overview is available for any year. Read the full answer, with every source, at rightotax.co.uk.
Voice and visuals made with automated software, including AI.
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