Changes to HMRC's Online Self Assessment documents to support loan and mortgage applications

We've been working closely with the Council of Mortgage Lenders so lenders can consider using online Tax Calculations (SA302) and Tax Year overviews for loan and mortgage purposes. Many Lenders are now operating the new process and the latest edition of Agent Update includes guidance on this as well as other information for agents.

Why not join the 18,000 agents who already subscribe to Agent Update? If you regularly read Agent Update, you can use the blog to let me know what you think of it, or tell me if there is anything you would like us to consider including in future editions.

I know a lot of agents have already seen the benefits of dealing with us online. More services are being added so make sure you are making the most of what's available


  1. Comment by Carole Jordan FCCA posted on

    Dear Toni
    The Agents Update is enormous. I cannot see any mention of the online assesment docs for mortgages. Can you point to exactly where this info is please?


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