Mortgage Documents for self employed sole traders
If you’re a self employed sole trader applying for your mortgage, here are the income documents that will be required for a successful mortgage application.
What’s needed:
If you are a self employed sole trader you will need to provide an SA302 and also a Tax Overview Document. Usually we will need to see the latest two years, although in some instances just the latest year may be acceptable.
How do I get my SA302?
- log into your HMRC online account
- Scroll down and log in
- Select ‘Self Assessment’
- Follow the link ‘Get SA302 tax calculation’ using the appropriate date range
- Click ‘view and print your calculation’
- Select ‘save as PDF’
How do I get my Tax Overview Document?
- Log into the HMRC online account
- Select ‘Self Assessment’
- Follow the link ‘view self assessment return’ using the appropriate date range
- Select the correct tax year required form the drop down box
- Click ‘go’
- Scroll down and click ‘print your tax year overview’
- Select ‘save as PDF’
You will now be able to upload this directly to your mortgage broker using our safe and secure online upload portal here:
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