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June 11, 2023
Question

How can i get the figures which would be shown on SA302 form. Need to find profit figures for mortgage application, yet all i can find is profit and loss sheets

  • June 11, 2023
  • 1 reply
  • 0 views
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1 reply

Moderator
June 11, 2023

Hello, psellick8. 

 

I'm here to answer your question about getting the information you need to fill in your SA302 form. The Profit and Loss report is the only report you can utilize to get your profit figures.  

 

Just click the amount associated with the account to get the details. Please see the screenshots attached: 

 

 

 

 

You may utilize the following resources to learn more about Self Assessment, SA103F categories, and techniques to make returns easier to process: 

 

Let us know if you need additional assistance in reviewing the details. Have a great day!