How to Obtain your Tax Calculation (also called a SA302)

Background

If you are arranging a mortgage it is more than likely your broker or bank will ask you for a Tax Calculation (also called a SA302) statement.

If we have prepared your tax return, we can supply you with a SA302 from our own software – just ask us for which years you need.  Also, please note that if your previous tax returns were submitted using commercial software (and not using the HMRC Website), you won’t be able to access your SA302 online using the HMRC website.  However, if you previously submitted using the HMRC website, these are available online as described below.

Its all a bit complicated, but the rule is that if you didn’t submit you return using the HMRC website you can’t access your Tax Calculation (SA302) online – you will need to obtain it from the preparer of that return.

How to obtain your SA302 Tax Calculation

If we have not prepared your tax return and you submitted your previous tax returns on the HMRC website, you can obtain your calculation as follows:

1. Log in to your HMRC online account.
2. Follow the link ‘tax return options’.
3. Choose the year from the drop down menu and click the ‘Go’ button.
4. Select the ‘view return’ button.
5. Follow the link ‘view calculation’ from the left hand navigation menu.
6. Follow the link ‘view and print your calculation’ at the bottom of the page.
7. Follow the link ‘print your full calculation’.