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SA302 forms

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Hello! My husband is self employed and an accountant does his books so we are unable to print these forms off online! So we called and the documents are being send to us but can take up to 2 weeks

I was wondering if anyone knew if company's like Halifax, skip ton or natwest would accept fax copies of these documents?

Thanks

Comments

  • ACG
    ACG Posts: 24,607 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    They do, but sometimes they have issues with a cross through the reference number which is automatically done by the person faxing the SA302.

    Is your accountant not able to obtain a copy?
    I am a Mortgage Adviser
    You should note that this site doesn't check my status as a mortgage adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
  • kingstreet
    kingstreet Posts: 39,268 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Your Accountant should be able to supply the SA Online Tax Calculations in lieu of SA302s. Most lenders now accept these.

    Either way, you will still need SA Online Tax Year Overviews to ensure the tax has been paid for each year of the above.
    I am a mortgage broker. You should note that this site doesn't check my status as a Mortgage Adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice. Please do not send PMs asking for one-to-one-advice, or representation.
  • lincsboy_2
    lincsboy_2 Posts: 39 Forumite
    One thing is for sure HMRC do NOT fax copies anymore. I rang about 10 times asking and hoping they would send me them.
  • ACG
    ACG Posts: 24,607 Forumite
    Part of the Furniture 10,000 Posts Name Dropper I've helped Parliament
    They do, but it seems to come down to the individual on the phone. Its rare any of them will do it, but it can be done.
    I am a Mortgage Adviser
    You should note that this site doesn't check my status as a mortgage adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
  • lincsboy_2
    lincsboy_2 Posts: 39 Forumite
    ACG wrote: »
    They do, but it seems to come down to the individual on the phone. Its rare any of them will do it, but it can be done.

    They wouldn't send me them due to the data protection act. This has only just came into force.
  • JJASMINE
    JJASMINE Posts: 23 Forumite
    Halifax wanted the originals. Only took a week to arrive...once they had actually been posted.

    First time I phoned the person hadn't issued them which I only discovered when I phoned after two weeks to chase them up! Phoned on a Friday at 4pm and they were delivered the following Friday.
  • If you have a local tax office, you can go and have them printed and stamped there.

    That's what I did last year.
    pvoutput.org/intraday.jsp?id=39350&sid=35952
  • zenshi
    zenshi Posts: 1,133 Forumite
    Part of the Furniture 500 Posts
    I need to provide these and was told to print them via the gov gateway site and mail or fax them to mortgage provider
    LBM.....sometime in 2013 £27,056. 10 creditors
    June 20.....£7,587.....3 creditors left 72% paid

    £26,200 on interest only part of mortgage (July 16)...will chip away £17,103
    £49,200 repayment mortgage ( July 16) £37,764
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