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KB Home / Tax Return Production / Can I get an official HMRC SA302 summary from TaxCalc?

Can I get an official HMRC SA302 summary from TaxCalc?

Article ID: 2403
Last updated: 02 Sep, 2025

Unfortunately TaxCalc doesn't produce any documentation bearing the official HMRC logo. This includes summaries such as the SA302.

Mortgage lenders accept the SA302 summary produced by third party software AND the HMRC tax year overview.

For further information on this please refer to the blog post on our website. You can also find a full list of mortgage lenders who comply to this initiative.

To generate an SA302 Summary PDF from TaxCalc, please:

  1. Open the SA100 tax return
  2. Click on Summaries
  3. Select SA302 Summary from the left hand menu.
  4. Click on [ Preview & Print ] at the bottom of the screen and print or save the SA302 PDF.
    (Only the PDF shows the individuals UTR and NINO in the header)

You will require the tax year overview which is generated from the HMRC website. 

  1. Log in to the HMRC website with your user ID and password.
  2. Click on the applicable client in your list.
  3. Click on View Account.
  4. Click on Tax years.
  5. Choose the relevant year from the drop-down menu.
  6. Click on Go.
  7. Click on Print your Tax Year Overview.

For further information, please read Certifying income to support a mortgage or loan application

Article ID: 2403
Last updated: 02 Sep, 2025
Revision: 15
Views: 33234
This article was:  


Also listed in
folder Tax Return Production -> SA100 Individual Return

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