SA302 - How do I get this?

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

  1. a1anm

    a1anm UKBF Enthusiast Free Member

    Posts: 708 Likes: 79
    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!
    Posted: Mar 20, 2012 By: a1anm Member since: Jan 29, 2011
    #1
  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?
    Posted: Mar 20, 2012 By: Richard_Carey Member since: Nov 9, 2011
    #2
  3. a1anm

    a1anm UKBF Enthusiast Free Member

    Posts: 708 Likes: 79
    No, neither of those apply to me. I guess I'll need to phone them again to request it :(
    Posted: Mar 20, 2012 By: a1anm Member since: Jan 29, 2011
    #3
  4. Anna Chandley

    Anna Chandley UKBF Ace Free Member

    Posts: 1,432 Likes: 441
    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
    Posted: Mar 20, 2012 By: Anna Chandley Member since: Jun 2, 2008
    #4
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  5. tony84

    tony84 UKBF Big Shot Free Member

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    Do you use an accountant or did you do it yourself?
    Posted: Mar 20, 2012 By: tony84 Member since: Apr 14, 2008
    #5
  6. a1anm

    a1anm UKBF Enthusiast Free Member

    Posts: 708 Likes: 79
    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 :)
    Posted: Mar 20, 2012 By: a1anm Member since: Jan 29, 2011
    #6
  7. Rain-shine

    Rain-shine UKBF Newcomer Free Member

    Posts: 103 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.:)
    Posted: Apr 30, 2012 By: Rain-shine Member since: Aug 23, 2011
    #7
  8. a1anm

    a1anm UKBF Enthusiast Free Member

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    0845 900 0444. Prepare for a long wait to get through!
    Posted: Apr 30, 2012 By: a1anm Member since: Jan 29, 2011
    #8
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  9. reppac

    reppac Guest

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    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


    ;)
    Posted: May 21, 2013 By: reppac Member since: May 21, 2013
    #9
  10. petitionserver

    petitionserver UKBF Newcomer Free Member

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    Tax Calculation Summary is not same thing as SA302 form accepted by lenders
    Posted: Feb 5, 2014 By: petitionserver Member since: Jan 19, 2014
    #10
  11. philelzebub

    philelzebub UKBF Newcomer Free Member

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    Just landed here from a Google search as I'm in the same position and I'd just like to point out that this statement is incorrect, according to the HMRC website (that I can't post the link to due to being new here but it's the HMRC page titled "Understanding and Checking your Tax Calculation"):

    "Sometimes you may be asked for your tax calculation by a bank or other lender as evidence of your income. You don't have to ask HMRC for a paper copy. If you do an online tax return, you can print off your tax calculation yourself. It may not show the form number - SA302."

    Hopefully that's of some help to others in this position - better than being stuck on hold on the phone to HMRC, anyway! ;)
    Posted: May 8, 2014 By: philelzebub Member since: May 8, 2014
    #11
  12. UK Contractor Accountant

    UK Contractor Accountant UKBF Ace Full Member - Verified Business

    Posts: 1,256 Likes: 200
  13. teddys

    teddys UKBF Enthusiast Free Member

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    An update on this - you CAN print out SA302 after you have filed your return using Tax Calc software
    Posted: May 8, 2014 By: teddys Member since: Apr 30, 2011
    #13
  14. UK Contractor Accountant

    UK Contractor Accountant UKBF Ace Full Member - Verified Business

    Posts: 1,256 Likes: 200
    mortgage lenders will not accept them unless they are official SA302's from HMRC. Does Tax Calc print the HMRC official SA302?
    Posted: May 8, 2014 By: UK Contractor Accountant Member since: Sep 18, 2013
    #14
  15. teddys

    teddys UKBF Enthusiast Free Member

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    Yes it does and the mortgage lenders do accept it.
    Posted: May 8, 2014 By: teddys Member since: Apr 30, 2011
    #15
  16. David Griffiths

    David Griffiths UKBF Legend Moderator

    Posts: 10,376 Likes: 3,287
    I think that the chances of a lender asking for a form SA302 from HMRC and then accepting a printout that doesn't have that number are a teeny weeny bit low. Approaching zero I'd have thought.
    Posted: May 8, 2014 By: David Griffiths Member since: Jun 21, 2008
    #16
  17. UK Contractor Accountant

    UK Contractor Accountant UKBF Ace Full Member - Verified Business

    Posts: 1,256 Likes: 200
    They accept SA302 Substitutes?
    Posted: May 8, 2014 By: UK Contractor Accountant Member since: Sep 18, 2013
    #17
  18. UK Contractor Accountant

    UK Contractor Accountant UKBF Ace Full Member - Verified Business

    Posts: 1,256 Likes: 200
    Anyway what use is a SA302 to a lender where the self-employed person has a large Capital Allowance Claim for the year which wipes out most of the taxable profits?
    Posted: May 8, 2014 By: UK Contractor Accountant Member since: Sep 18, 2013
    #18
  19. UKSBD

    UKSBD UKBF Legend Full Member

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    The OP may not be self-employed.
    I needed one (2 actually) as a Director when I got my mortgage
    Posted: May 8, 2014 By: UKSBD Member since: Dec 30, 2005
    #19
  20. teddys

    teddys UKBF Enthusiast Free Member

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    We've issued at least half dozen of this in the last 4 months - all accepted. I'm not too sure if these IFAs are concerned about 'amendments, enquiry, discovery, closure etc' as the script is SELF ASSESSMENT - SA 302
    Posted: May 8, 2014 By: teddys Member since: Apr 30, 2011
    #20