Tax Documents Needed for Your Mortgage Application

If you're self-employed, lenders will require official tax documents such as SA302s and Tax Year Overviews. These confirm your declared income with HMRC and must match the figures on your mortgage application.

Below you'll find simple guides showing how to gather everything you need — whether you're filing a return, downloading your SA302, or collecting your Tax Year Overview.

Submit Your Tax Return (Self-Assessment) Downloading Your Tax Calculation (SA302) Downloading Your Tax Year Overview

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THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.

Need Financial Planning Ltd is registered in England and Wales no. 10901658. Registered office, 123 High Street, Broadstairs, Kent, CT10 1NQ. Authorised and regulated by the Financial Conduct Authority. Need Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 977136. If you wish to register a complaint, please write to [email protected] or telephone 01843 228800. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.