A lot of clients really confuse about those 2 documents. Here are what those documents looks like and how to get them.
Tax Year Overview:
What does the document looks like?
How to get it?
Log into HMRC Website from here https://www.gov.uk/sa302-tax-calculation
Go to ‘Self Assessment’,
3. Then Click ‘More Self Assessment details’.
4. Scroll down, until you find View your tax year overview.
5. Click "Print Your tax year overview ".
Tax Calculation also known as SA302 or Tax computation:
What does the document looks like?
This is a bit complicated, because if you or your accountant use commercial software to do your return, you’ll need to use that software to print your tax calculation, not from the HMRC's website. It might be called something different in the software - for example ‘tax computation’. Contact the company/accountant that makes the software if you have trouble printing.
However, if you filed the tax return using the HMRC online services, then the procedure is the same as above.
Log into HMRC Website from here https://www.gov.uk/sa302-tax-calculation
Go to ‘Self Assessment’,
Follow the link 'tax return options'.
4. Choose the year from the drop down menu and select the 'Go' button.
5. Select the 'View return' button. If you can not find View Return button, it is likely that your accountant used software to summit it, then you need go to ask your accountant.
6. Follow the link 'view calculation'.
7. Follow the link 'view and print your calculation'.