Personal Tax: Print an SA302 and Tax Year Overview

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Personal Tax: Print an SA302 and Tax Year Overview

8th November 2020

IRIS Personal Tax

Can I print an SA302 and Tax year overview from IRIS Personal Tax?

The IRIS Personal Tax ‘Tax computation’ report can now be used in replacement of an SA302. The clients name and UTR must be visible on the tax computation. To print a Tax Computation, select Reports | Tax Computation.

PLEASE BE AWARE THAT THIS WILL NOT HAVE ‘SA302’ PRINTED ON THE TAX COMPUTATION AS AN SA302 WAS ONLY AVAILABLE FROM THE HMRC (HMRC HAVE ALSO STOPPED PROVIDING THE SA302 FORMS). HMRC have not provided any link that we can point our clients to regarding this. Therefore, if you have any banks/mortgage lenders that do not accept our computations then you will need to contact the HMRC which they have advised on their website.

Please click here for further information If the Tax year Overview is also required, you will need to log onto the HMRC portal to access this document. To obtain a Tax Year Overview if needed, please follow the steps below: How to print a Tax Year Overview from the HMRC online account

1. Choose the relevant client (if you are a registered customer representative)
2. Follow the link ‘Self-Assessment Overview’ (if going through ‘Your Tax Account’)
3. Follow the link ‘view account’
4. Follow the link ‘tax years’
5. Choose the year from the drop-down menu and click the ‘Go’ button
6. Follow the link ‘print your Tax Year Overview’.
7. NOTE: You must wait 72 hours after fully submitting your return until you can print your documents.