Download pdf sample sa302

SA302s (Tax Calculations) 

Scroll down and Log In 

Select ‘Self Assessment’ (if you are only registered for Self Assessment then you will automatically be directed to this screen) 

Follow the link ‘Get SA302 Tax Calculation for tax year 20xx to 20xx' 

Follow the link ‘Continue to your SA302’ 

Click the ‘view your Calculation’ link 

Scroll to the bottom of the page 

Click on 'View and print your calculation' (should look like this) 

Select 'Save as PDF' 

An additional HMRC online document called a Tax Year Overview will be required to verify that the SA302 information is correct, whether using online or paper-based SA302s. 

The Tax Year Overview is produced by HMRC after the customer has submitted their self-assessment tax return. It shows the amount of tax due to be paid directly to HMRC or any available amount for a refund for a given tax year. 

Scroll down and Log In 

Select ‘Self Assessment’ (if you are only registered for Self Assessment then you will automatically be directed to this screen) 

Follow the link ‘View Self Assessment return for tax year 20xx to 20xx' 

Select the appropriate tax year you require from the drop down box 

Scroll down and click on 'Print your tax year overview' (should look like this) 

Select 'Save as PDF' 

Tax Returns / SA100 

Your Tax return (SA100) can also be viewed / printed / downloaded from the .gov.uk website too 

Scroll down and Log In 

Select ‘Self Assessment’ (if you are only registered for Self Assessment then you will automatically be directed to this screen) 

Follow the link ‘More details about your Self Assessment returns and payments' 

In the ‘Your returns’ section, click on ‘View Self Assessment return for tax year 20xx to 20xx’ (OR, scroll down and select appropriate year from the Previously Submitted returns’ list) 

IMPORTANT – NOW SELECT ‘TAX RETURN OPTIONS’ from the right hand menu 

Select the appropriate tax year from the drop down menu and click ‘Go’ 

Scroll down and click ‘View Return’ 

On the left hand menu of the next page, click on on 'View / Print / Save your return 

Scroll down to the ‘colour copy’ option, and click on ‘Print a colour PDF copy of your return’ 

This should then open a .pdf document for you to view 

.... and then don't forget to Sign Out! 

IF YOU FOLLOW THE ABOVE, THEN YOUR DOCUMENTS WILL (AND MUST) LOOK LIKE THIS.  

ALTERNATIVE FORMATS AND STYLES MAY NOT BE ACCEPTABLE TO A MORTGAGE LENDER 

H D Consultants. Contact details hereLive Chat webpage hereBroker Log In / BrokerCentre here 

Head Office address; 109 Maldon Road, Colchester, Essex CO3 3AX (Administration Centre only) 

Your home may be repossessed if you do not keep up repayments on your mortgage. 

We normally charge a Professional Client Fee for mortgage advice. The amount will depend on your circumstances. A typical fee would be £500. The actual Professional Fee may be more or less than this, and is subject to a full Fact Find discussion and research process. H D Consultants is an Appointed Representative of PRIMIS Mortgage Network. PRIMIS Mortgage Network is a trading style of Personal Touch Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority. Registered Office: Preston House, 163 High Street, Crowthorne, Berkshire, RG45 7AF. Registered in England & Wales. Company Registration Number 4952586. This site is for UK Consumers only. Website Terms and Conditions click here for our Privacy Policy. GDPR Privacy Policy - click here (PDF download / view)This site contains third party links. By clicking these links you will depart from the H D Consultants' regulated site. H D Consultants accepts no responsibility for the content of these sites.. The Financial Conduct Authority does not regulate some of the services listed. H D Consultants, mortgage and life insurance advisers, is authorised by the FCA no 403701. Our in house Wills and Trusts Practice is a long standing Member of the Society of Will Writers and Estate Planning Practitioners.  

FP Ref: 1425988 / 28.01.2021