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Requesting SA302’s for your mortgage application

We are experiencing more and more clients asking us to request a form “SA302” from H M Revenue and Customs to enable them to proceed with a mortgage application.

This ought to be a simple process but there are a couple of difficulties:

-You may get told we can get this online but unfortunately it isn’t the case. You can only access them online if you do your tax return via the HMRC software whereas we use a more sophisticated third party software.

-Some Mortgage Advisors are wanting “original” copies from HMRC, which can take up to 2 weeks to get to you - rather than a faxed copy, which arrives within 12 hours, but which has your Unique Taxpayer Reference (UTR) crossed out due to data protection!

-Also, please note, that if your Mortgage Advisor requires your SA302 for 2014/2015, we cannot do this if we haven’t done your tax return! Therefore, please ensure you have sent in the tax questionnaire we sent you earlier this year.

We at robinson+co know how important this information is to our clients and we do our upmost to do this in a timely manner. However, to do this in good time for your mortgage application, please ask us for the information as soon as possible - as we mentioned above it can take up to 2 weeks for you to receive them from H M Revenue and Customs.

Please contact any member of our Tax Team on 01900 603623 if you have any queries or would like to request your SA302’s.

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Tyson H Burridge, Tyson H Burridge Ltd

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Mike Graham, G&M Supplies Ltd

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Alison Harker, Wigton

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Modern Homes, Workington

robinson+co have acted as accountants for both me and my Limited Company for a number of years, and are without doubt the most reliable, professional and cost effective firm I have ever used.

Paul Blamire - Everhaven Data Solutions Limited

robinson+co is registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.

robinson+co is a trading name of robinson+co (Gosforth) Limited registered in England & Wales 08088245. Registered office Oxford Chambers, New Oxford Street, Workington CA14 2LR. Regulated by the Institute of Chartered Accountants in England & Wales for a range of investment business activities.
robinson+co Financial Services Limited is registered in England & Wales 07272147. Registered office Oxford Chambers, New Oxford Street, Workington CA14 2LR. Authorised and regulated by the Financial Conduct Authority firm number 597189.

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The firm's professional indemnity insurance policy is provided by Liberty who may be contacted via Bluefin Professions at Castlemead, Lower Castle Street, Bristol BS1 3AG. The policy applies to claims wherever made outside the United States or Canada, based on acts, errors or omissions occurring anywhere in the world.

robinson+co Financial Services Limited's policy is provided by Collegiate Management Services Limited and can also be contacted via Bluefin Professions.

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