What Is a Tax Year Overview?
A Tax Year Overview is an official summary produced by HMRC after your Self Assessment tax return has been filed. It shows:
- The total tax due for the tax year
- Payments you've already made
- Any outstanding balance or refund due
It's commonly requested alongside your SA302 tax calculation by mortgage lenders, letting agents, and visa offices as proof of income and tax compliance.
Before You Start
You can only get a Tax Year Overview if a Self Assessment tax return has been filed and processed for the year in question — either by you or by an accountant acting on your behalf.
If you haven't yet filed, you'll need to complete and submit your return first. Not sure whether you need to? Read our Self Assessment registration guide.
Option 1 — Download It Online (Quickest)
If you use HMRC's online services, follow these steps:
- Log in to your HMRC online account
- Navigate to 'Self Assessment'
- Select 'More details about your Self Assessment returns and payments'
- Choose the tax year you need (e.g. 6 April 2023 to 5 April 2024)
- Click 'Print your Tax Year Overview' — you can save it as a PDF or print a hard copy
Option 2 — Ask Your Accountant
If your accountant is registered as your HMRC agent, they can access your Tax Year Overview directly through their agent services account. This is often the fastest option — just ask and they'll send you a copy.
Option 3 — Call HMRC
If you can't access your online account, you can call HMRC's Self Assessment helpline on 0300 200 3310 and ask them to post a printed copy. Allow up to 10 working days for delivery.
Key Takeaways
- A Tax Year Overview is only available after your Self Assessment has been filed
- The quickest way is to download it from your HMRC online account
- Your accountant can get it for you if they're registered as your HMRC agent
- Mortgage lenders typically ask for both the SA302 and the Tax Year Overview
- Allow up to 72 hours after filing before the overview appears online
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Common Questions
What is a Tax Year Overview?
A Tax Year Overview is an official HMRC document that summarises the total tax you owe for a specific tax year, any payments you've made, and any outstanding balance. It's different from your SA302 tax calculation — the overview confirms what HMRC say you owe or are owed.
Do I need to file a Self Assessment to get a Tax Year Overview?
Yes. A Tax Year Overview is only generated after a Self Assessment tax return has been filed for that year — either by you or by an accountant on your behalf.
Why do mortgage lenders ask for a Tax Year Overview?
Lenders use the Tax Year Overview alongside your SA302 to verify your income. The SA302 shows how your tax was calculated, while the overview confirms the amounts HMRC hold on record, making it harder to falsify figures.
Can my accountant get my Tax Year Overview for me?
Yes. If your accountant is registered as your agent with HMRC, they can access and download your Tax Year Overview through their own HMRC agent services account.
How far back can I get a Tax Year Overview?
You can usually access Tax Year Overviews for the last four years through your HMRC online account, provided Self Assessment returns were filed for those years.
Need Your Tax Year Overview?
Our team can pull your Tax Year Overview and SA302 the same day. Get in touch and we'll sort it for you.