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Get Your SA302 and Tax Year Overview (Self-Employed)
General information, not tax, legal or financial advice. We are not HMRC. Check GOV.UK or ask a qualified adviser. Sources checked on 17 October 2026. Dates and amounts after that date are expected and may change. Examples use made-up numbers. This page contains no affiliate links.
Short answer: according to GOV.UK, once you have sent your Self Assessment tax return you can get evidence of your earnings (the "SA302") for the last 4 years, and you can get a tax year overview for any year. Lenders sometimes ask for these as evidence of income, for example for a mortgage if you are self-employed.
Printing your own documents
- You can print your own tax calculation and tax year overview if you filed using HMRC's online services or commercial software.
- Check that your mortgage provider accepts documents you have printed yourself.
- You cannot print the documents until 72 hours after you sent your tax return.
If you used HMRC's online services
Log in to your HMRC online account, go to "Self Assessment", then "More details about your Self Assessment returns and payments".
If you used commercial software
Use the software to print your tax calculation; it may be called something different, for example "tax computation". You can still print a tax year overview from your HMRC online account. Contact the software company if you have trouble printing.
If you have a problem
GOV.UK says you can contact HMRC if you have problems getting the documents.
Example (made-up numbers)
A sole trader files her 2025-26 return on a Monday. Her mortgage broker asks for the SA302 on the Wednesday. Because 72 hours have not passed, she waits until the Thursday before trying to print it.
Timing tip
The tax year runs from 6 April to 5 April the following year. If you are planning to apply for a mortgage, filing early is possible: see key dates. If you later need to correct a filed return, see changing a return; the documents you print will then reflect the changes.
FAQ
Is a tax year overview the same as an SA302? GOV.UK lists them as two different documents; the overview is available for any year.
Do all lenders accept printouts? GOV.UK says to check with your provider.
What we could not verify
- Whether a specific lender or mortgage provider accepts self-printed documents (varies; GOV.UK says to check).
- Whether the 72-hour period or the 4-year limit changes for 2026-27 (the page read is current as of 17 October 2026).
- How the documents appear after an amended return (not stated).
Sources (official)
- GOV.UK, Get your SA302 tax calculation — https://www.gov.uk/sa302-tax-calculation (read in full, 17 October 2026)
- GOV.UK, Self Assessment tax returns: Sending a return — https://www.gov.uk/self-assessment-tax-returns/sending-return (read in full, 17 October 2026)
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Not tax advice. See the disclosure.