SA302

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Marausa
Marausa Registered Posts: 7 New contributor 🐸
in General accounting discussion
Please could I ask for help.
I have a client whose mortgage adviser has asked for the SA302. I cannot seem to be about to request one from the agents HMRC portal. I have a feeling they are not available anymore, is this correct?
I would be grateful if someone could help with a solution please or if the SA302 is available how I obtain one.
Many thanks

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  • douglasstroud
    douglasstroud Registered Posts: 295 Dedicated contributor 🦉
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    The SA302 is just the tax calculation, if you submitted the tax return using commercial software it will not show up on your agent account, just send the advisor a copy of the tax calcs from your software.
  • Marausa
    Marausa Registered Posts: 7 New contributor 🐸
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    Thank you for replying. I'll try that but when the adviser requests a SA302 and when you search HMRC the SA302 form appears to be in the search. Just can seem to print one.
  • douglasstroud
    douglasstroud Registered Posts: 295 Dedicated contributor 🦉
    edited June 2023
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    Because the tax calcs from your software is the SA302 and any decent mortgage advisor would know that, did you use commercial software to submit the return? Because if so you will not be able to access the HMRC SA302 from your agent account.

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