Mortgages and SA302 Requests

HMRC are aware that a number of agents are still phoning HMRC for a paper copy of their client’s tax calculation and/or their Tax Year Overview.

We as agents are telling HMRC we need this because our client’s lender will not accept the self-serve copy printed from their HMRC online account or the commercial software used to file the Self Assessment (SA) return, or our commercial software does not print.

HMRC have been working with the:

• Council of Mortgage Lenders and their members to understand their requirements and make the necessary changes so that they will accept self-served copies of the tax calculation from the HMRC online account or the commercial software used to file the SA return. All the lenders who will accept self-serve copies have also agreed to be added to a list of lenders which has now been published on GOV.UK

• commercial software companies to ensure their software offers a print facility

This means that all agents who have filed a SA return online will be able to print a copy of the tax calculation and/or the Tax Year Overview when it suits them rather than calling HMRC and waiting up to 2 weeks to receive a copy.

Now that HMRC have made all the changes required to allow agents to self-serve online HMRC will no longer be issuing paper copies of the tax calculations directly to agents from the 4 September 2017.

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