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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 an SA302) and ‘Tax Year Overviews’ to illustrate your self-employed income and/or landlord property income and Your full Tax Return (as known as an SA100.)

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. Click the link ‘View and manage your Self Assessment tax return’.
6. Under previously filed returns for the latest year, select ‘Get your SA302 tax calculation’.
7. Click the link ‘Continue to your SA302′.
8. At the bottom of the page, click ‘Print your full calculation’
9. Select ‘Save as PDF’ and ‘Save’.

For previous years: 
1. Go back to the account home page.
2. Click the link ‘View and manage your Self Assessment tax return’.
3. Under previously filed returns for the latest year, follow the arrow and click against ‘View more previous years Self Assessment’.
4. Under the previous year/s select ‘Get your SA302 tax calculation’.
5. Click the link ‘Continue to your SA302′.
6. At the bottom of the page click ‘Print your full calculation’
7. Select ‘Save as PDF’ and ‘Save’.

Continue the above step for all previous years required.

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. Follow the link ‘View and manage your self-assessment tax return’.
6. Under previously files returns for the latest year, follow the link ‘View your tax year overview’.
7. Select the tax year you wish to print and ‘Go’
8. Click ‘Print your tax year overview’
9. Select ‘Save as PDF’ and ‘Save’.

For previous years, go back:
1. Select the tax year you wish to print and ‘Go’
2. Click ‘Print your tax year overview’
3. Select ‘Save as PDF’ and ‘Save’.

Continue the above step for all previous years required.

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

What Is A Tax Return or SA100?

We may also need to see your full tax Return (as known as an SA100). This document will show the full details of your tax for a given year including details such as capital gains, student loan repayments, interest, pensions, annuities, charitable giving and any claims for tax reliefs and allowances.

The Buy to Let Broker SA100 Tax Return example

How Do I Download These Documents?

Tax Return (SA100)

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. Select ‘Self Assessment’ – if you are only registered for Self Assessment then you may be automatically redirected to this.
5. Click the link ‘View and manage your self-assessment tax return’.
6. Under previously filed returns you will see the latest year – click the latest year, and this will show as tax return options.
7. Under tax year summary, select the tax year and click ‘Go’.
8. This will show a list of dates filed and submitted click on ‘View return’.
9. Scroll down and click on ‘View / Print / Store your return onto your local drive’.
10. Scroll down to the ‘colour copy’ option, and click on ‘View PDF’.
11. Download and save the previewed document to a folder OR click the print option and select ‘Save as a PDF’ and ‘Save’.

For previous years go back 3 steps and you will be back at the tax year summary section:
1. Under tax year summary select the tax year and click ‘Go’- this will show a list of dates filed and submitted click on ‘View return’.
2. Scroll down and click on ‘View / Print / Store your return onto your local drive’.
3. Scroll down to the ‘colour copy’ option, and click on ‘View PDF’.
4. Download and save the previewed document to a folder OR click the print option and select ‘Save as a PDF’ and ‘Save’.

Repeat these steps for all previous years required.

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

If you are unsure which documents you will need for your application, head this way to our handy mortgage document checklist →

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 08009499410 or by completing the form below.

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