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Post Info TOPIC: Tax Year Overviews
Jay


Senior Member

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Posts: 262
Date:
Tax Year Overviews
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Good afternoon.

A national bank has asked us to provide SA30s's and tax year overviews for a client seeking a loan.

Not a problem ( well so I thought) so prepared the SA302s in PDF format as normal.

Logged on to HMRC and printed out the Overviews, which I scanned and forwarded these onto the Bank.

I have just received a response asking for PDF versions of the overviews.

Looking at the HMRC site I can only seem to find "print your tax year overview".  Is there an option to download these in PDF format?

Thank you

 

BW

Jay



-- Edited by Jay on Tuesday 6th of August 2019 02:57:42 PM

__________________


Master Book-keeper

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Posts: 8646
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Hi Jay

Not sure if there is an option to download as PDF, havent looked. But they are being a bunch of numpties, so you could just use 'print to pdf' which then allows you to save as a pdf.

If you do not have the print to pdf option on your printer, then you could download 'Cute PDF' - its free and will then pop up in your print options. Was recommended on here years ago and I use it for all sorts.

Failing that, tell them they dont need it as if you did the clients return you can just submit their tax calculation from your software, especially if the lender is on this list www.gov.uk/government/publications/mortgage-providers-and-lenders-who-accept-a-sa302-tax-calculation-or-tax-year-overview/mortgage-providers-and-lenders-who-accept-a-sa302-tax-calculation-or-tax-year-overview



-- Edited by Cheshire on Tuesday 6th of August 2019 03:08:35 PM

__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position

Jay


Senior Member

Status: Offline
Posts: 262
Date:
Permalink Closed

Thank you for the continued advice.  Yes the bank is on the list and in the past it has not been a problem.

I telephoned the Banks mortgage consultant and talked him through the process and  it now seems that scans are acceptable. Maybe he was having an off day.

Also thank you for the Cute PDF tip, that will be very useful.

Been a hard week already,  and its only Tuesday.  no

 

BW  

 

Jay

 

 



__________________


Master Book-keeper

Status: Offline
Posts: 8646
Date:
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Hi Jay
I think they often take the lazy or easy route out - anything to get a bit of paper off their desk even if its just pushing back the inevitable pile!

I know what you mean about the hard week. Ive had rellies here so just trying to catch up now theyve gone home! At least the rain has held off so the threat of flooding has gone down in the area, which means travelling is a bit better!

Lets hope your week gets better (and mine!)



__________________

 Joanne 

Winner of Bookkeeper of the Year 2015, 2016 & 2017 

Thoughts are my own/not to be regarded as official advice,which should be sought from a suitably qualified Accountant.

You should check out answers with reference to the legal position

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