This article explains how to print the pages of a completed Self Assessment tax return in FreeAgent. It also explains how to generate and print a document equivalent to the SA302 form for a self-employed mortgage application.
Please note that FreeAgent's Self Assessment functionality won't be available if you have an unincorporated landlord account or if you're preparing your accounts using the cash accounting basis.
Navigating to the completed Self Assessment tax return
Choose the 'Taxes' tab at the top of the screen and select 'Self Assessment' from the drop-down menu.
Select the appropriate Self Assessment tax return from the list of tax years on the left-hand side.
Printing the pages of the completed tax return
Use the buttons in the right-hand panel marked 'Your Tax Return' to navigate to each page of your Self Assessment tax return. Please note that the ‘Self Employment’ page will only be available in FreeAgent if you’re a sole trader.
To print a page from your web browser, press either 'Ctrl + p' if you're using a PC or 'cmd + p' if you're using a Mac. You may also be given the option to create a PDF.
Generating and printing a document equivalent to the SA302 form
Select 'Your Tax Breakdown' on the right-hand side of any page of your completed Self Assessment tax return.
The information displayed in the 'Your Tax Breakdown' area serves as an equivalent to the SA302 form.
To print this as a document from your web browser, press either press either 'Ctrl + p' if you're using a PC or 'cmd + p' if you're using a Mac. You may also be given the option to create a PDF.
Self-employed mortgage applications
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.
FreeAgent is registered with the Financial Conduct Authority under the Payment Services Regulations 2017 (register no. 799763) for the provision of account information services.
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