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.
Please note that if you use FreeAgent with your accountant, they may file your Self Assessment returns on your behalf and restrict your ability to access and file your Self Assessment returns. Please speak to your accountant if you have any questions or want to be able to access these. FreeAgent is unable to change these permissions for you.
Navigating to the completed Self Assessment tax return
Navigate to the ‘Taxes’ tab at the top of the screen and select ‘Income Tax’ from the drop-down menu.
Select the relevant user from the drop-down menu (if applicable). FreeAgent calculates Self Assessment for all users except those allocated the role of 'Accountant'.
Select the relevant tax year from the list to view the tax return.
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.
Self Assessment return
Selecting ‘Self Assessment Return’ will download a .PDF containing each page of your Self Assessment tax return.
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.
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.