When you are self employed and apply for a mortgage the lender requires proof of your taxable income, in the past this was form “SA302” and “tax overviews” but HMRC don’t issue paper SA302’s now
HMRC worked with the Council of Mortgage Lenders and software providers to ensure that printed tax calculations from commercial software are accepted instead of form SA302.
HMRC have produced a list of lenders who have signed up to accept a tax calculation and tax year overview. Please find a link to the list of lenders by clicking this link
As your accountant we can obtain the “tax overviews” from your HMRC account and the printed tax calculations from our software.
Contact us if you need help