TaxSimba — SA302 and Tax-Year Overview: Evidence for a Mortgage Application
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
The lender requests two tax years, but the latest return was amended. Obtain the relevant tax calculations and overviews, checking the years and updated figures. A draft prepared before amendment can conflict with the HMRC record and delay the application.

DECISION TO RESOLVE
Do all requested documents relate to the correct years and the final filed position?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Confirm the lender's requested years and formats.
Notes: ______________________________

2. Check that relevant returns are filed.
Notes: ______________________________

3. Identify amendments and current calculations.
Notes: ______________________________

4. Obtain matching tax-year overviews.
Notes: ______________________________

5. Review the pack for names, years and consistency.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/sa302-tax-year-overview-mortgage
Check the current guide and official sources before relying on a deadline or process.