Tax analysis using your SA302 statement

HMRC will, if you ask them, send you a form called SA302 which shows your tax calculation for a given year. As I’m self-employed and thus have to submit a Self Assessment tax return every year I find this to be very useful.

To order the SA302 calculation telephone 01619319070 or 08453000627, it should take a couple of minutes at most. You will need your National Insurance Number.

My latest SA302 arrived today and I’ve spent this evening compiling an Excel workbook containing all my SA302 data for the past five years (fun fun fun). I’ve found this to be very very useful so figured I should make the workbook available to anyone else in a similar position. The workbook can be accessed via your web browser (no Excel installation required) here: TaxAnalysis.xlsx. It already has some (fake) numbers filled in for years 2009-10 through to 2013-14:

all you need to do is replace the fake numbers with your own and voila, you’ll get some nice charts like these showing you useful information about how much you earned and how much tax you paid over those years:

Hope this is useful! If so, please do let me have some feedback. Thanks!

@Jamiet