untied SA302 - information for lenders

This page is for lenders, landlords and others who are seeking references.

The SA302 is a record of someone's tax submissions made directly with HMRC's own website. Effectively it's the result of filling in the HMRC multi-page tax return form.

If someone uses third party software such as untied, then there is no formal SA302. Instead of a form, information is submitted as data. untied provides our users with a copy of that data together with HMRC's IRMark confirmation of receipt. This is the equivalent of the SA302.

It does not have an HMRC logo or crown on it - third parties are not permitted to include that (even if some do).

It should be accepted by directly, and you can see an official list here of the lenders who accept an SA302 or tax calculation printed from commercial software like untied. 

On request if needed by someone seeking a reference we are able to provide a digitally signed version of this that confirms the data is as submitted.

SA100

If you require an SA100 - this is the tax return. When data is submitted to HMRC, it is simply the data - it doesn't look like a nicely formatted PDF. The SA100 documents that we share with our users also includes the data. While it has some formatting, it doesn't mimic the paper forms that used to be used.