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Self Employed Income Evidence from BM Solutions

26 September 2017

BM solutions

Advance Warning that changes to the evidence required for all self employed applications from 05 October. 

To ensure you continue to comply with their policy that the most recent Tax Assessments (SA302s) and corresponding Tax Year Overviews are no more than 18 months old, please note that for all applications fully submitted from 5 October 2017 the latest Tax Assessments and Tax Year Overviews must be for tax year 2016/2017. 

There’s no change to self-employed income verification and you should continue to follow the existing process. 

Your customers may print their online Tax Assessments (SA302s) and Tax Year Overviews using the following process: 

For Tax Assessments (SA302s) your customers should:

  • Log into their HMRC online account (go to www.online.hmrc.gov.uk)
  • Select ‘Self-Assessment’
  • Follow the link ‘tax return options’
  • Choose the year from the drop down menu
  • Follow the link ‘view calculation’
  • Follow the link ‘view and print your calculation’
  • Follow the link 'print your full calculation'. 

For Tax Year Overviews your customers should:

  • Log into their HMRC online account
  • Select ‘Self-Assessment’
  • Follow the link ‘view account’
  • Follow the link ‘tax years’
  • Choose the year from the drop down menu and click the ‘Go’ button
  • Follow the link ‘print your Tax Year Overview’. 

This applies to all applications submitted from Thursday 5 October 2017.


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