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SA302 Tax Computations for Mortgages

SA302 Tax Computations for Mortgages

In the past, it was common for a mortgage provider to ask for copies of HMRC tax computations (called SA302 forms) for several years to prove earnings.

This created an unfortunate problem, as HMRC could only issue these by post due to data concerns. Posting out the SA302 tax computations meant that they could take up to two weeks to arrive, delaying the process.

However, the process changed last year for the vast majority of mortgage providers. Now, they will ask for a copy of the agent’s own SA302 tax computation alongside a print of the HMRC annual summary.

This avoids postal delays and means that the details can be provided quickly.

Indeed, going forwards, HMRC now refuse to issue copies of the SA302 tax computations where the return has been submitted online.

The exception would be if the mortgage provider is not on the List of Lenders who accept self-serve copies.

The list of mortgage providers that DO accept the agent SA302 and tax year summary can be found by clicking on the link.

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Accountant in Surrey

Are you looking for a personal tax specialist?

I built up my tax experience in industry and practice over 17 years before founding my own practice in 2006.

Based in Cobham, Surrey I can also help clients throughout the UK.

  

My goal is to make personal tax and accounts for the self-employed as easy as possible for clients

 

Award-winning Accountant

Small Business Saturday is the UK's most successful small business campaign. Only one hundred of the UK’s top small businesses are selected each year for the SBS100. They act as trail-blazers in the official count-down towards the annual event.

I was one of the alumni from the 2014 Small Business Saturday 100, resulting in two visits to Downing Street.

In the Surrey Digital Awards from 2015 - 2018, I was also the winner of several top awards.

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