Guidance: Mortgage providers and lenders who accept a SA302 tax calculation and a tax year overview

Updated: Tesco Bank added to list

These lenders accept either:

  • a copy of your tax calculation (SA302) printed from your HM Revenue and Customs (HMRC) online account
  • a tax calculation printed from commercial software used to submit returns

The lenders will also need a tax year overview, which you can print from your HMRC online account.

Note: Always check with the lender or mortgage provider what they require as evidence of your income.

The lenders on this list have agreed to accept tax calculations and tax year overviews that customers or their agents/accountants have printed themselves.


Source: HMRC