Your SA302 is an official tax calculation summary from HMRC, often needed for mortgage applications, loans, or proof of income if you’re self-employed. It shows your earnings and tax paid for a given tax year.
Here’s how you can get your SA302 easily in the UK.
✅ What Is an SA302?
- It’s a document showing your tax calculation based on your Self Assessment tax return.
- It’s often required by banks, mortgage lenders, or accountants to verify your income.
📲 How to Get Your SA302 Online (HMRC Website)
Step-by-Step:
- Go to www.gov.uk/log-in-register-hmrc-online-services
- Log in with your Government Gateway user ID and password
- Click ‘Self Assessment’
- Choose ‘More Self Assessment details’
- Click ‘Get your SA302 tax calculation’
- Select the tax year you need
- View and download/print the SA302 PDF
✅ You can also print a Tax Year Overview to go with it if requested by lenders.
💻 How to Get It Using Accounting Software
If you use accounting software (like QuickBooks, Xero, FreeAgent):
- Your SA302 is often generated automatically after submitting your return
- Look in the tax or reports section of your software
- Export or print your SA302 as a PDF document
📞 How to Request an SA302 from HMRC (Phone or Post)
If you can’t access your SA302 online:
- Call HMRC Self Assessment Helpline:
📞 0300 200 3310 (UK)
🕒 Open Monday to Friday, 8am–6pm
You’ll need to provide:
- Your National Insurance number
- Your UTR (Unique Taxpayer Reference)
- The tax years you need the SA302 for
HMRC can post the document to your registered address.
🧠 Do I Need a Tax Year Overview Too?
Many mortgage lenders ask for both:
- SA302 (tax calculation)
- Tax Year Overview (shows payments made and balances)
You can print the Tax Year Overview from the same Self Assessment section on HMRC’s site.
📌 Summary
| Method | What to Do |
|---|---|
| HMRC Website | Log in → Self Assessment → View/Print SA302 |
| Accounting Software | Download SA302 from your tax reports |
| Phone Request (HMRC) | Call 0300 200 3310 to request a copy by post |
| Extra Document (optional) | Print Tax Year Overview if requested by lender |
Conclusion
You can get your SA302 online through HMRC’s website, via your accounting software, or by requesting it by phone. Always check if your lender needs the Tax Year Overview too, and be sure to download or print the correct tax year(s) needed.
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