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Downloading HMRC Income Documents

Downloading HMRC Income Documents

Here’s a quick and handy guide to downloading the HMRC Income ‘Tax Calculations’ (also known as a SA302) and ‘Tax Year Overviews’ to illustrate your self-employed income and/or landlord property income.

What Is A Tax Calculation (SA302)?

Your Tax Calculation (SA302) is a snapshot of your income in differing categories for a given financial year ending 5th April.  It shows any salary or dividends, your land and property earnings, pension income and income from shares, savings and/or investments.  In short it shows your self-employed income in a straightforward one-page format per year.

Tax Return Document Example

How Do I Download These Documents?

In this day and age, HMRC provide the information online which means it’s readily available to download.  Your accountant may well be able to download these for you also, or may have Tax Computations of their own they can send together with Tax Year Overviews – however if you wish or require to do it yourself, please follow the below instructions.

Tax Calculations (SA302)

1. Head here www.gov.uk/log-in-register-hmrc-online-services
2. You’ll need to click on ‘Sign in’ or ‘Register for HMRC Online Services’.
3. Sign in using your Government Gateway login details.
4. Go to Self Assessment – if you are only registered for Self Assessment, you may automatically be redirected to this page.
5. Choose More Self Assessment Details.
6. Select Get Your SA302 Tax Calculation.
7. Select the option to Print Your Full Calculation.
8. Select the year you require from the Tax Return Options menu.
9. Select View Your Calculation.
10. Click View and Print Your Calculation.
11. Follow the link at the bottom of the page to ‘print your full calculation’.

This may appear differently on mobile and should you have any issues, please give the team a call.

What Is A Tax Year Overview?

Your Tax Year Overview (or TYO) simply shows the tax paid in any given year and should correlate with your Tax Calculation (SA302) for the corresponding year.

Tax Year Overview Example
HMRC Tax years overview new

How Do I Download These Documents?

Tax Year Overviews

1. Head to www.gov.uk/log-in-register-hmrc-online-services.
2. You’ll need to click on ‘Sign in’ or ‘Register for HMRC Online Services’.
3. Sign in using your Government Gateway login details.
4. Select ‘Self Assessment’ – if you are only registered for Self Assessment then you may be automatically redirected to this.
5. Under the heading “Previously Filed Returns”,  click ‘View your tax year overview”.
6. Select the appropriate tax year you require from the drop-down box.
7. Click ‘Go’.
8. Scroll down and click on ‘Print your tax year overview’.
9. Select ‘Save as PDF’.
10. Repeat for any other years you require.

This may look different on mobile but if you have any issues, give the team a call and we can help.

To ensure your documents are protected, you can send them securely to us via our encryption service: www.thebuytoletbroker.co.uk/secure-send

Get Answers To Your Questions

The Buy to Let Broker Expert Advisors

If you still have questions on how to download HMRC income documents, you can speak to one of our expert team on 08009499410 or by simply completing the form below.

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