{"id":8288,"date":"2020-12-27T12:46:26","date_gmt":"2020-12-27T12:46:26","guid":{"rendered":"https:\/\/www.qualitycompanyformations.co.uk\/blog\/?p=8288"},"modified":"2024-12-28T14:11:09","modified_gmt":"2024-12-28T14:11:09","slug":"what-is-an-sa302-form-and-how-to-get-one","status":"publish","type":"post","link":"https:\/\/www.qualitycompanyformations.co.uk\/blog\/what-is-an-sa302-form-and-how-to-get-one\/","title":{"rendered":"What is an SA302 form and how do I get one?"},"content":{"rendered":"
\n Last updated: 28 Dec 2024<\/strong>\n <\/div>\n \n

An SA302 form is an official Self Assessment tax calculation from HMRC that shows a full breakdown of an individual\u2019s earnings and deductions for a particular tax year. This information is held in the taxpayer\u2019s online Self Assessment tax account, providing evidence of their declared earnings.\u00a0<\/span><\/p>\n

When applying for a mortgage, lenders typically ask self-employed people to provide copies of their SA302 forms for the last two or three tax years. It works alongside the tax year overview, which many lenders also request.\u00a0<\/span><\/p>\n

In this post, we explain the purpose and contents of the SA302 tax calculation and how to obtain one from your Self Assessment account. We also explain the purpose of the tax year overview.\u00a0<\/span><\/p>\n

What does the SA302 form show?<\/h3>\n

Sometimes referred to as an ‘SA302 Tax Calculation\u2019 or a \u2018tax calculation form\u2019,\u00a0<\/span>the SA302 form provides details of earnings and deductions (Income Tax, National Insurance, Student Loans, etc) for a specific tax year. A tax year runs from 6 April in one year to 5 April in the following year (e.g. 6 April 2024 to 5 April 2025).\u00a0<\/span><\/p>\n

The SA302 form shows the following information relating to an individual taxpayer who has filed a Self Assessment tax return:<\/p>\n