Example SA302 Tax Calculation and Tax Overview

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Here I show you a Example SA302 Tax Calculation and Tax Overview.  It is a summary of your income and tax paid by tax year.

You can find your SA302 Tax Calculation and Tax Overview online. Alternatively you can call HMRC and ask them to post it to you.

Sample SA302 Tax Calculation and Tax Overview

Example SA302 Tax Calculation and Tax Overview

Depending on where you download your SA302 Tax Calculation and Tax Overview, it may look slightly different.  Here are the three types of forms you should expect to see:

  1. Example SA302 Letter from HMRC HERE
  2. Example SA302 Online HMRC Tax Calculation HERE
  3. Example SA302 Online HMRC Tax Overview HERE

Each tax calculation and overview covers one tax year. So you may need to download more than one document.

What is a SA302 Tax Calculation

An SA302 is now commonly becoming known as a Tax Calculation.  It is a summary of income and tax due for each tax year.

The SA302 Tax Calculation therefore acts as proof of income and is usually requested as part of mortgage applications.

What is a Tax Overview

Your HMRC Tax Overview is a summary of the amount of tax you owe for a particular tax year and how much of this you have paid.

It confirms to lenders that you have no additional tax liability that may affect your ability to make repayments.

How to Find Your SA302 Tax Calculation and Tax Overview Online

Previously the only way to get your SA302 was to call HMRC and wait for them to post it to you.

In more recent years HMRC have made this form available online and lenders are now happy to accept a download.

Here’s a video that walks you though finding your SA302 Tax Calculation and Tax Overview online by logging into your HMRC Government Gateway account.


How to Get Your SA302 Tax Calculation and Tax Overview by Phone

You can get your HMRC Tax Calculation and Tax Overview by phoning 0300 200 3300. HMRC will then post the document to you.

Head over to the Business Hub. It’s full of templates and guides to help you manage your finances when you’re self employed. And don’t forget to find me on Facebook.

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