Guide to Obtaining HMRC Tax Assessments (SA302) and Tax Overviews

If you are self-employed, lenders will typically require your last two years of HMRC tax assessments (SA302) and corresponding tax overviews to verify your income. 

How to Obtain These Documents

1. If You Use HMRC’s Online Self-Assessment 

If you file your tax return via an HMRC self-assessment online account, you can download both documents directly. 

How to Access Your SA302 Tax Assessment 

1. Log in to your HMRC online account. 

2. Click ‘Self-Assessment’ (if you are only registered for Self-Assessment, you will be automatically directed). 

3. Select ‘View Your Tax Return’. 

4. Click ‘Tax Return Options’. 

5. Choose the relevant tax year from the drop-down menu and click ‘Go’. 

6. Click ‘View Return’. 

7. Select ‘View Calculation’. 

8. Click ‘View and Print Your Calculation’. 

9. At the bottom of the page, select ‘Print Your Full Calculation’. 

10. Repeat for any previous years needed. 

How to Access Your Tax Overview

1. Log in to your HMRC online account. 

2. Click ‘Self-Assessment’. 

3. Select ‘Self-Assessment Overview’. 

4. Click ‘View Account’. 

5. Select ‘Tax Years’. 

6. Choose the relevant tax year and click ‘Go’. 

7. Click ‘Print Your Tax Year Overview’. 

8. Repeat for previous years if needed. 

2. If You Use Commercial Software 

• You can download your SA302 Tax Assessment directly from the software. 

• However, Tax Overviews must still be obtained from your HMRC self-assessment account (see steps above). 

3. If You File by Post 

• HMRC will automatically send your SA302 Tax Assessment by post. 

• To request a Tax Year Overview, call HMRC at 0300 200 3310 with your Unique Taxpayer Reference (UTR) and National Insurance Number (NI). 

Final Tips 

✅ Ensure that your documents match the required tax years. 
✅ If you experience issues, contact HMRC Support at 0300 200 3310.