An Organisation for all
Accountants in Practice

SA302 : Update from HMRC


Dear VCG/ASG members,

Following changes to the Government Security Classifications fax is no longer considered a secure means of communication for certain documents. HMRC will no longer be able to provide copies of SA302 (otherwise known as the Tax Calculation) or the Tax Year Overview by fax, due to the type and level of customer information they include.

We have notified the Council of Mortgage Lenders members who will be cascading this message to other lenders and brokers so they should no longer be requesting faxed information.

We will continue to provide copies of the SA302 by post if requested. However we would appreciate it if you could encourage your members to use the self-serve option: sa302-tax-calculation for mortgage applications. The following lenders have told HMRC they will accept self-serve documents


Bank of Ireland

Bank of Scotland


Birmingham Midshires


Cheltenham & Gloucester

Cheshire Mortgage Corporation

Co-operative Bank

Coventry Building Society

Danske Bank

Ecology Building Society

GE Money Home Lending

Godiva Mortgages Ltd

Holmesdale Building Society


Kensington Mortgages

Lloyds Bank

Mortgages PLC

National Westminster Bank

Nationwide Building Society

Nottingham Building Society


Post Office Ltd

Precise Mortgages

Royal Bank Of Scotland

Saffron Building Society


Scottish Building Society

Scottish Widows


Wave Lending


We will be emailing agents about this change on Monday 7th December, but wanted to ensure that you are aware today. Please cascade this message to your members as appropriate.

Kind regards,

Toni Clark

Head of Digital Agent Engagement

Published December 2015