Tax Documents Needed For Your Mortgage Application

If you're self-employed, we’ll need copies of your recent tax documentation, such as SA302s and tax year overviews for your mortgage application. These documents, available through your HMRC account or accounting software, confirm your reported self-employed income.

Popular guides and resources

How to Download your Bank Statements

Access our guides on how to access and download bank statements from the major UK banks. Read more >>

Transaction listings for mortgage application

How to get your Transaction Listings

Not sure how to get your transaction listings? Have a look at our guides covering the major UK banks here >>

First-Time Buyer Workbook

Take the guesswork out of the homebuying and mortgage process and start your property journey with confidence with our first-time buyer workbook >>

THINK CAREFULLY BEFORE SECURING OTHER DEBTS AGAINST YOUR HOME.

YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

IMPORTANT: With investments, your capital is at risk. Pensions and investments can go down in value as well as up, so you could get back less than you invest.

Need Financial Planning Ltd is registered in England and Wales no. 10901658. Registered office, 123 High Street, Broadstairs, Kent, CT10 1NQ. Authorised and regulated by the Financial Conduct Authority. Need Financial Planning Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 977136. If you wish to register a complaint, please write to [email protected] or telephone 01843 228800. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.