Export your Self Assessment tax return

This article explains how to export a completed Self Assessment tax return in FreeAgent. It also explains how to print a SA302 form for a self-employed mortgage application.

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Navigating to the completed Self Assessment tax return

Navigate to the ‘Taxes’ tab at the top of the screen and select ‘Self Assessment’ from the drop-down menu.

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Make sure your name is displayed in the show drop-down menu.

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Select the appropriate Self Assessment tax return from the list of tax years on the left-hand side.

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Exporting your Self Assessment tax return

To export the Self Assessment tax return, select ‘Export’ and then choose either ‘Self Assessment return’ or 'Tax Calculation (SA302)’ from the drop-down menu.

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Self Assessment return

Selecting ‘Self Assessment Return’ will download a .PDF containing each page of your Self Assessment tax return.

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Tax calculation (SA302)

Selecting ‘Tax Calculation (SA302)’ will download a .PDF of the Your Tax Breakdown tab. This is a detailed breakdown of how your income is added up and your tax worked out.

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Self-employed mortgage applications

You can print a tax year overview from your HMRC online account. HMRC works with mortgage providers to encourage as many of them as possible to accept documents equivalent to the SA302 form that are printed from commercial software. If your mortgage provider will not accept this document printed from FreeAgent, you will need to request a paper copy of your SA302 from HMRC.

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