SA302s, mortgages and HMRC

We often get asked for SA302’s by clients who are applying for mortgages. An SA302 is an HMRC generated form with a breakdown of income. An example is shown at the bottom of this post.

The unfortunate issue is that the mortgage lenders typically insist on this type of income proof and will not accept a tax calculation from an Accountant’s tax software. Also unfortunately HMRC have not enabled self service for these forms where the tax return has been submitted with commercial software.

The quickest way of getting these is to call HMRC and ask for them to be faxed or posted. So if you need help with your mortgage application let us know.

 

SA302 Example