Tax return download & SA302
You can download a complete PDF of your client's tax return at any point in the workflow. The PDF contains both the SA100 form and the SA302 tax calculation document.
How to Download
Go to Tax Submission → Select tax year → Tax Submission Overview
You'll see the SA100 Submission page with three tabs: Tax Return, Calculation Breakdown, and Tax Due
Scroll down and click Download tax return
The PDF downloads to your device (named with client name and tax year, e.g., "Bruce Redbridge Tax Return 2024-25")
The download button is available on all three tabs and contains information from all sections.
What's Included
The PDF contains:
SA100 Tax Return form
SA302 Tax Calculation (showing total income tax, National Insurance contributions, and total tax liability)
All supporting data from the Tax Return, Calculation Breakdown, and Tax Due tabs
Key Points
Download anytime during the workflow
Both you and your client can download independently
Single PDF file with all information included
Filename includes status (Draft or Submitted)
Related Articles
Reviewing draft tax return
What’s visible in your Agent dashboard The Agent dashboard provides an overview of how your clients progress towards submission. You can search for clients by name using the search bar, view inactive clients, see the progress of your clients at each ...
Tailoring the tax return for the first time
Selecting tiles & coverage of SA100 in Standard mode To simplify the process, you can tailor your clients tax return so that you only see the sections relevant to your client. The tax calculator and return will only include information from the tile ...
SA100 submission to HMRC
Once your client has approved their return, you can submit it to HMRC. Submission generates an IR Mark (receipt ID) as proof that HMRC has received the return. Prerequisites Before you can submit: Client approval obtained (through any means: software ...
Document Explorer: Importing a CSV-file
If you or your client records their tax return in a spreadsheet you can import individual items into the Record Keeping section. If your client prefers not to connect a bank feed you can also import bank statements directly. CSV-file checklist Save ...
Client approval flow
The approval flow is an important checkpoint in the tax return process. It ensures your client reviews and confirms their tax return is complete and accurate before submission to HMRC. Overview After your client has submitted their tax data, the ...