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Downloading HMRC Income Documents

Downloading HMRC Income Documents

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

What is an SA302?

Your 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.

SA302’s

1. Head here www.gov.uk/log-in-register-hmrc-online-services
2. You’ll need to ‘Sign in’ or ‘Create a Sign In’.
3. Select ‘Self Assessment’ (if you are only registered for Self Assessment then you will automatically be directed to this screen)
3. Follow the link ‘View Your Tax Return’
4. Follow the link ‘Tax Return Options’
5. Choose the year from the drop down menu and ensure you click the ‘Go’ button
6. Click ‘View Return’
7. Follow the link ‘View Calculation’
8. Follow the link ‘View and Print your Calculation’
9. Follow the link at the bottom of the page to ‘Print Your Full Calculation’

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 ‘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 sign in or create a sign in.
3. Select ‘Self Assessment’ (if you are only registered for Self Assessment then you will automatically be directed to this screen)
4. Follow the link ‘Self Assessment Overview’
5. Follow the link ‘View Account’
6. Follow the link ‘Tax Years’
7. Choose the year from the drop down menu and click the ‘Go’ button
8. Follow the link ‘Print your Tax Year Overview’.

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Get answers to your questions

If you still have questions on how to download HMRC income documents, you can speak to one of our expert team on 0333 060 7669 or by simply completing the form below.

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