The SA302 form: how to get it for your mortgage application
An SA302 form is simply a document that shows how much you’ve earned in the last 4 years.
Why do I need an SA302?
If you earn money outside of PAYE (for example, you’re self-employed, or a full-time landlord, etc.), it’s tough for a bank to assess how much your income is.
So if you’re applying for a mortgage, you’ll need an SA302 to prove to the lender that you’ve had a stable income.
How do I get one from HMRC?
- log in to your HMRC online account.
- go to the “Self Assessment” section
- then click on “More Self Assessment details”
- you can download your SA302 there.
If you have any problems getting it, you can also try calling HMRC.
How do I get one if I use TaxScouts?
- log in to your TaxScouts account
- hover your mouse over your name in the top right-hand corner (or click the three bars in the top right if you’re accessing the TaxScouts website on your phone)
- select “Files” from the drop-down menu
- if you completed more than one tax return with us click the desired tax year from the tab on the left-hand side (e.g. “Tax year 2019/20”)
- then select “Tax Return & Calculations” and click on “Tax Calculation”
- your tax calculation (equivalent to an SA302) will automatically download to your computer or phone.
This is how it looks:
Whichever method you use, first make sure to check that your mortgage provider accepts documents you’ve printed yourself.
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