How to get my Tax Year Overview Document?

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To download your Tax Year Overview from the HMRC website, please follow these steps:

1. Go to the HMRC website at www.gov.uk/government/organisations/hm-revenuecustoms
2. Log in to your HMRC account. If you don't have one, you will need to create one.
3. Once you have logged in, click on the "Self Assessment" button.
4. Select the relevant tax year that you require the overview for.
5. Scroll down to the "Tax Return Options" section and click on the "View Your Tax
Return" link.
6. Select the "View Return" option.
7. Scroll down to the "Tax Calculation Summary" section and click on the "View Your
Tax Calculation" link.
8. Scroll down to the bottom of the page and click on the "View and Print Your Tax Year Overview" button.
9. Your Tax Year Overview will be displayed on the screen. You can download it by clicking on the "Download" button.
10. If you need a paper copy, you can print the overview by clicking on the "Print" button.

 

Your Tax Year Overview shows the amount of tax you have paid and the income you have received during the tax year. It is an important document and may be required for various reasons, such as in this case like when applying for a mortgage or a loan.

An example of our Tax Year Overview Document Guide

Screenshot of Overview DOC
Just like with the Tax Year Calculation (SA302), your Unique Tax Reference Number and Full Name will be visible towards the top of the document. No photo's of screens, no partially visible documents allowed. Your case could be rejected if we do not receive the documents we ask for within a reasonable timescale.
 

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