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PTP TR - Is there a facility to print a SA302 form?

Article ID
kba-03149
Article Name
PTP TR - Is there a facility to print a SA302 form?
Created Date
29th November 2012
Product
Problem
PTP TR - Is there a facility to print a SA302 form?
Resolution

HMRC have approved that the PTP tax computations may now be used in replacement of an SA302. The client’s name and UTR must be visible on the tax calculation summary. To print a Tax Calculation Summary run the calculation and then use either the Print This Summary button or the PDF button to send to the printer or save as a pdf.  Please see the HMRC website below for further information: https://www.gov.uk/sa302-tax-calculation

If the Tax year Overview is also required, you will need to log onto the HMRC portal to access this document. To obtain a Tax Year Overview if needed, please follow the steps below:

How to print a Tax Year Overview from the HMRC online account

1. Choose the relevant client (if you are a registered customer representative)
2. Follow the link ‘Self Assessment Overview’ (if going through ‘Your Tax Account’)
3. Follow the link ‘view account’
4. Follow the link ‘tax years’
5. Choose the year from the drop down menu and click the ‘Go’ button
6. Follow the link ‘print your Tax Year Overview’.

NOTE: You must wait 72 hours after fully submitting your return until you can print your documents

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