Guidance

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

Find out which mortgage providers and lenders accept printed tax summaries.

Documents

Details

These lenders accept either:

  • a copy of your tax calculation (SA302) printed from your 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.

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 or accountants, have printed themselves.

Published 9 August 2016
Last updated 27 July 2018 + show all updates
  1. Metro Bank has been added to the list.
  2. List amended to remove Metro Bank.
  3. List amended to add Masthaven Bank.
  4. List amended to add Metro Bank.
  5. List amended to add Hinckley and Rugby Building Society.
  6. List amended to remove Loughborough Building Society and National Counties Building Society – and add Family Building Society.
  7. Paragon Bank PLC has been added to the list.
  8. 3 entries added to the list - Atom Bank, Principality Building Society and Vida Homeloans.
  9. Market Harborough Building Society added to the list.
  10. Tesco Bank added to list
  11. HSBC added to list
  12. First published.