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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. Follow the link ‘Get SA302 Tax Calculation…’ in the central panel.
5. Follow the link ‘Continue to your SA302’
6. Follow the link at the bottom of the page to ‘Print Your Full Calculation’.
7. Using your print settings, you should be able to save the document as a PDF. Alternatively, you can simply print the document.

For different years, Go to ‘Self Assessment’, then ‘More Self Assessment details’.

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. Follow the link ‘Get Tax Overview’ in the central panel.
5. Choose the year from the drop down menu and click the ‘Go’ button
6. Follow the link ‘Print your Tax Year Overview’.

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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.