HMRC Tax Calculation and Tax Overview: How to Download and Print Your Forms

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How to Get Your SA302 Tax Calculation Form and Overview Online

You can download and print your HMRC Tax Calculation & Tax Overview by going online. They are documents are used to verify your income and that you have paid all your tax. So if you are applying for a mortgage or loan you may have been asked for them.

SA302 is an alternative name for these forms.  In the past an SA302 or HMRC Tax Calculation & Tax Overview used to be issued by letter.  Over recent years HMRC have made this available online and luckily lenders have become happy to accept them. Speeding up the application process.

You can find your HMRC Tax Calculation & Tax Overview by logging into your HMRC Government Gateway Account.  I’ve put together a video to guide you through downloading and printing your HMRC Tax Calculation & Tax Overview.


1. HMRC Tax Calculation

What is an HMRC Tax Calculation

The HMRC Tax Calculation is a summary of your income and tax for one particular tax year. These figures are taken from your self assessment tax return forms.

Your HMRC Tax Calculation is evidence to a lender of your income.

Here’s what an HMRC Tax Calculation looks like:

SA302-form-example

How to Find & Print Your HMRC Tax Calculation Online

You can download your HMRC Tax Calculation as follows:

  1. Login into your HMRC personal tax account
  2. Choose ‘More Self Assessment Details’
  3. Click on ‘Get Your SA302 Tax Calculation’
  4. Continue to Your SA302
  5. Select the option to ‘Print Your Full Calculation’
  6. To print for a different tax year choose ‘Tax Return Options’ on the left hand menu
  7. Select the year you require
  8. Choose the option to ‘View Your Calculation’
  9. Click ‘View and Print Your Calculation’

View a sample HMRC Tax Calculation HERE


2. HMRC Tax Overview

What is an HMRC 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.

Here’s what your HMRC Tax Overview looks like:

sa302-form-tax-overview

How to Find & Print Your HMRC Tax Overview Online

You can download your HMRC Tax Overview:

  1. Login into your HMRC personal tax account
  2. Select View Account on the left hand menu
  3. Click Tax Years on the left hand menu
  4. Choose the required Tax Year from the drop down menu and hit Go
  5. Click ‘Print Your Tax Year Overview’

View a Sample HMRC Tax Overview HERE

Each tax calculation and overview is for one tax year. So if your application requires evidence going back 3 years then you need 3 tax calculations and 3 tax overviews.


How to Get Your HMRC 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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