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Will the HMRC email a copy of SA302?
Comments
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From next month they are not going to issue them at all.
No fax, no post.
Nothing.
Downloading the SA Online Tax Calcs & Tax Year Overviews (or equivalents produced by Accountants' software) is going to be the only alternative to producing copies of Accounts.
Lenders have had access to HMRC systems now for about two years but the £14 charge has put them off thus far.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.0 -
kingstreet wrote: »From next month they are not going to issue them at all.
No fax, no post.
Nothing.
Downloading the SA Online Tax Calcs & Tax Year Overviews (or equivalents produced by Accountants' software) is going to be the only alternative to producing copies of Accounts.
Lenders have had access to HMRC systems now for about two years but the £14 charge has put them off thus far.
That could be quite annoying. I have just had the situation where my SA302 was submitted via a third party website and then when HMRC received they have changed the NIC calculations which has meant my SA302 and Tax Overview do not match!
I have had to request the copy that HMRC have so the two numbers match as the lender wants them to (understandably). Not sure what I would have done if I could not request the copy from HMRC0 -
no they wont.
they will send it via post and it says 14 days but will be within 7 days!
also if you have an accountant and they have access to your records, they can print it for you or email it to you.0 -
HMRC announcement spells the end of the SA302 tax calculation
22 August 2017
HMRC have announced that from 4 September 2017, they will stop issuing paper copies of clients’ tax calculations and tax year overviews for mortgage applications, insisting that they have come to an agreement with the Council of Mortgage Lenders (now UK Finance) for them to accept online print outs.
http://www.uhy-uk.com/resources-publications/tax-hub/tax-blog/hmrc-announcement-spells-the-end-of-the-sa302/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.0 -
kingstreet wrote: »
Its says 4th September and I requested mine on the 15th so not sure how true this is unless they have delayed it.0 -
If you file the return online you can access it online. My other half filed one year via post therefore we cannot access it.
Does that mean they won't accept paper tax returns sent via post? Because it is going to take them a lot of time to upload all of the information for people, e to access the form online if they send a hard copy.0 -
The luck of the draw to be honest...
Have been in a similar situation where I could provide the actual SA or accountants computation but they wanted SA302.
Sadly as you say you can’t get the SA302 online unless you file for yourself online.
Took about 2 weeks from request to delivery though so not too bad0
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