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SA302 - How do I get this?

Discussion in 'Accounts & Finance' started by a1anm, Mar 20, 2012.

  1. a1anm

    a1anm UKBF Contributor Free Member

    Posts: 660 Likes: 74
    I am required to get an SA302 form in order to get a mortgage. The mortgage advisor said I should call HMRC to get this.

    I called and after just over 30 minutes of being on hold the advisor told me I can just log on to HMRC and download this if I submitted my return electronically (which I did).

    I have logged on and can't find it anywhere. Should this be there somewhere? Or was the person I spoke to wrong?

    Thanks!
  2. Richard_Carey

    Richard_Carey UKBF Newcomer Free Member

    Posts: 15 Likes: 3
    Page http://www.hmrc.gov.uk/sa/understand-calc.htm says:
    Receiving your tax calculation


    You'll only get a tax calculation (form SA302) if:
    • you sent in or made an amendment to a paper tax return and asked HMRC to work out your tax
    • you sent in a tax return but HMRC doesn't agree with your tax calculation
    Does this apply in your case?
  3. a1anm

    a1anm UKBF Contributor Free Member

    Posts: 660 Likes: 74
    No, neither of those apply to me. I guess I'll need to phone them again to request it :(
  4. Anna Chandley

    Anna Chandley UKBF Regular Free Member

    Posts: 1,389 Likes: 422
    If you filed your return using the HMRC software you should be able to print out a tax calculation (SA302). When you log in to your HMRC account choose Tax return options and pick the year you need. You should see a link for VIEW RETURN. If you follow this link you will be given an option view your calculation for your latest submitted return after which you will be given the option to view and print full calculation.

    If you filed your return using 3rd party software you cannot access the calculation online instead you will need to ask HMRC to send it to you.

    Anna
    Last edited: Mar 20, 2012
    • Thanks Thanks x 2
  5. tony84

    tony84 UKBF Regular Free Member

    Posts: 3,715 Likes: 569
    Do you use an accountant or did you do it yourself?
  6. a1anm

    a1anm UKBF Contributor Free Member

    Posts: 660 Likes: 74
    My sister/accountant submits them for me.

    I managed to get through again on the phone (after another ridiculously long wait) and they are sending it out :)
  7. Rain-shine

    Rain-shine UKBF Regular Free Member

    Posts: 101 Likes: 6
    Can you tell me which number you called for this? Too many to choose from and I have to do the same thing for my mortgage, thanks in advance.:)
  8. a1anm

    a1anm UKBF Contributor Free Member

    Posts: 660 Likes: 74
    0845 900 0444. Prepare for a long wait to get through!
    • Thanks Thanks x 1
  9. reppac

    reppac Guest

    Posts: 1 Likes: 0
    I know its an old post but its page 1 on google results.

    The answer as already stated is you need to print your Tax Calculation Summary yourself. This is the page (can't link as I'm a newbe):

    search2.hmrc.gov.uk/kb5/hmrc/forms/view.page?record=I28DG0YdCzg&formid=3106


    ;)
  10. petitionserver

    petitionserver UKBF Newcomer Free Member

    Posts: 22 Likes: 0
    Tax Calculation Summary is not same thing as SA302 form accepted by lenders