How to obtain SA302s if the accountant use own commercial software?

917700

Hi all

Can anyone provide some advice if you have similar experience please?

Basically, my accountant is use his own commercial software to process the self assessment. The only documents i received from him is called SA100, however, this document also shows HMRC logo, UTR, NI Number, Name, Address, Tax year period and Tax calculation summary. 

When I spoke to my broker, he said I need to obtain the SA302s. However, my accountant can only download Tax year overviews from Gov website, but he can't get the SA302s for me. 

K_S

@917700

Even if your accountant submitted your tax return online, you *should* still be able to log into your HMRC online account to obtain your SA302 (also know as your tax calculation). Are you able to do that at all? Visit www.online.hmrc.gov.uk/login to access and print it.

K_S

@917700 700 Sorry I can't seem to be able to edit my post above to correct it.
Unfortunately, if you sent your return using commercial software you can't print a copy of the tax calculation from the online account but can only print the tax year overview.

If your accountant used commercial software to send your return, you must use that software to print your tax calculation.

If you don't mind me asking who is the lender?

ACG

Tax year overview and tax calculations have replaced the SA302 - but people still call them SA302s.
Your accountant should be able to generate them from their software, but failing that you can get it from the HMRC website. 

kingstreet

Ask your Accountant to certify what his software produces.

917700

K_S said:

@917700 700 Sorry I can't seem to be able to edit my post above to correct it.
Unfortunately, if you sent your return using commercial software you can't print a copy of the tax calculation from the online account but can only print the tax year overview.

If your accountant used commercial software to send your return, you must use that software to print your tax calculation.

If you don't mind me asking who is the lender?

Hi K_S
I will apply with Halifax. 
Yes, you are correct. My accountant can only print tax calculation from his commercial software, but he can print the Tax year overview from Gov website. 

917700

ACG said:

Tax year overview and tax calculations have replaced the SA302 - but people still call them SA302s.
Your accountant should be able to generate them from their software, but failing that you can get it from the HMRC website. 

Thanks ACG
I received a phone call from Halifax advisor this afternoon and she said exactly what you stated here. I only need to provide the Tax calculation from the accountant software and Tax year overview from Gov website. 

Just want to ask a quick question, is the Tax Calculation also known as SA110? My accountant sent me a long document contains SA100, SA102 and SA110

Thanks

ACG

I dont get too involved in that side of things as its more for the accountant but my understanding is the SA100 is the form submitted to HMRC and the SA302 (or tax calc/overview) is what you get in return.

anewbuyer

I got mine by contacting HMRC via telephone directly (perhaps it was webchat, I am not sure now), I think, they had no problem in printing the SA302 for two separate years and sending them to my home address.

[Deleted User]

917700 said:

ACG said:

Tax year overview and tax calculations have replaced the SA302 - but people still call them SA302s.
Your accountant should be able to generate them from their software, but failing that you can get it from the HMRC website. 

Thanks ACG
I received a phone call from Halifax advisor this afternoon and she said exactly what you stated here. I only need to provide the Tax calculation from the accountant software and Tax year overview from Gov website. 

Just want to ask a quick question, is the Tax Calculation also known as SA110? My accountant sent me a long document contains SA100, SA102 and SA110

Thanks

An SA100 is the self assessment return. An SA102 is the employment supplementary pages detailing your employment income. The SA 110 is the tax calculation.