Definition
An SA302 or online tax calculation summarises the income and tax calculation from a Self Assessment return. Mortgage lenders may request it with tax-year overviews, accounts, bank statements or accountant information. Required years and accepted formats vary.
Practical example
A sole trader might provide tax calculations and matching tax-year overviews so the lender can verify submitted figures.
Why it matters
Figures should be consistent with the application and any later amendments should be disclosed.
Self-employed mortgage guideSource and review
Reviewed 16 July 2026. Product criteria and rules can change.
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