To ensure you continue to comply with our policy that the most recent Tax Calculations (SA302s) and corresponding Tax Year Overviews are no more than 18 months old, please note that for all applications fully submitted from Monday 5 October 2020 the latest Tax Calculations and Tax Year Overviews must be for tax year 2019/2020.

There’s no change to self-employed income verification and you should continue to follow the existing process.

Your clients may print their online Tax Calculations (SA302s) and Tax Year Overviews using the following process:

For Tax Calculations (SA302s) your clients should:

  • Log into their HMRC online account (go to www.online.hmrc.gov.uk)
  • Select ‘Self-Assessment’
  • Follow the link ‘tax return options’
  • Choose the year from the drop-down menu
  • Follow the link ‘view calculation’
  • Follow the link ‘view and print your calculation’
  • Follow the link ‘print your full calculation’.

For Tax Year Overviews your clients should:

  • Log into their HMRC online account
  • Select ‘Self-Assessment’
  • Follow the link ‘view account’
  • Follow the link ‘tax years’
  • Choose the year from the drop-down menu and click the ‘Go’ button
  • Follow the link ‘print your Tax Year Overview’.

Support

If you have any queries please refer to your Business Development Manager.