How to get your Tax Year Overview from HMRC

Step by Step Guide

    1. Head to https://www.tax.service.gov.uk/personal-account
    2. Click the Start Now button
    3. Enter login details
    4. Click Self Assessment box on the right
    5. Click view and manage your self assessment tax return
    6. Under the latest “previously filed return”, click View your tax year overview
    7. Press “Print your tax year overview”
    8. On the box that opens, change the Destination to “Save as PDF” 
    9. Click Save and save it to your desktop

This document can then be sent as an attachment to your mortgage advisor