This guide explains how to access two important documents from HMRC: your SA302 tax calculation and your tax year overview. Both documents can be downloaded and saved electronically for your records.

Downloading Your SA302 Tax Calculation:

1. Log in to your HMRC online account: Visit https://www.gov.uk/sa302-tax-calculation and sign in using your Government Gateway credentials.
2. Navigate to Self Assessment: Once logged in, select “Self Assessment” from the main menu.
3. Access Your SA302: Under “Previously filed returns,” click on “Get your SA302 tax calculation” for the desired tax year.
4. View and Download Your Calculation: On the next page, choose “Continue to your SA302” and then click “View your Calculation.” Finally, scroll down and select “View and print your calculation.” You’ll have the option to save the document as a PDF.

Downloading Your Tax Year Overview:

1. Log in to your HMRC online account: Follow step 1 from the previous section.
2. Navigate to Self Assessment: As before, select “Self Assessment” from the main menu.
3. Choose Your Tax Year: Under “Self Assessment returns,” click on “View Self Assessment return” and choose the specific tax year you need from the dropdown menu.
4. Download Your Overview: Click “Go” and then scroll down to find “Print your tax year overview.” Select the option to save it as a PDF.

Remember:

• You can download both documents for the past four tax years.
• It’s a good idea to save these documents for your records, especially if you need to prove your income for applications like mortgages.

Additional Notes:

• This guide focuses on online access. If you filed a paper tax return, you’ll need to contact HMRC by phone to request a copy of your SA302.
• It’s always best to consult with a qualified financial advisor for personalized advice on your tax situation.