Record-keeping for Self Assessment

Please note: Self Assessment guidance from HM Revenue & Customs can be found on the GOV.UK website. We provide links to the key information below.


Personal pay and tax records you must keep to fill in a Self Assessment tax return: which records to keep, how long to keep records.


Print your SA302 tax calculation and tax year overview if you're applying for a mortgage and need proof of earnings.

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Your Self Assessment return
Record-keeping and tax
Templates for record-keeping
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HMRC