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A step by step guide on printing copies of your online Tax Calculation and Tax Year Overview

This guide was last updated 13 October 2022

If you are self-employed and applying for a mortgage, lenders will want to see evidence of your last 2 or 3 years earnings.

This means obtaining your HMRC Tax Calculations, (sometimes referred to as a SA302) and Tax Year Overviews for the relevant years.

There is a simple way of getting these documents online directly from your HMRC online Self-Assessment account (accessed through and to help we have provided a handy quick guide to printing copies of your HMRC Online Tax Calculation and Tax Year Overview.

Please note you must wait 72 hours after fully submitting your return until you can print your documents.

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    Andrew Montlake

    Written by Andrew Montlake

    Andrew Montlake, better known as Monty, began his journey with an Hons degree in Economics & Politics before starting in the mortgage industry in February 1994. As a main founder of Coreco in 2009, he successfully grew the brand, marketing, and communications, and was made MD in 2019 focussing on the overall vision, strategy, and culture of the company. As Coreco’s media spokesperson, Andrew can often be seen or heard on TV and radio as well as regularly commenting in the national, local, and trade press. He is the author of this acclaimed Mortgage Blog and is well-known for his social media, podcasts, and public speaking. Andrew is now proud to serve as Chairman of the Association of Mortgage Intermediaries, (AMI) as a cheerleader for the Mortgage Industry as a whole and continues to work at the coal face, writing mortgage business and advising clients.

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