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Posted Fri, 08 Sep 2023 07:38:17 GMT by
Hi, I need to download my Annual Tax Summary - I need 2022 to 2023. I completed my Self Assessment over a week ago and it's still not showing up? It say's: Which tax year do you want to view? and the top option is: 2021 to 2022 for Self Assessment. then previous years, 2020 to 2021, 2019 to 2020... How can I get my 2022 to 2023 Annual Tax Summary? Thanks
Posted Tue, 12 Sep 2023 14:08:18 GMT by HMRC Admin 17 Response

Hi,
 
For Self Assessment you would have an SA302 tax calculation rather than the Annual Tax Summary.

If your return for 22/23 shows as submitted to HMRC and you can't locate the calculation
you will need to contact our Self Assessment department :

Self Assessment: general enquiries   .

Thank you. 
Posted Mon, 27 Nov 2023 18:29:38 GMT by Lindsey Briscoe
Hello HMRC, is there delays on tax overviews being processed as a tax return was filed 7 days ago and still isn't showing the overview online or updated payments due etc - they need this for a mortgage application. Would usually expect it to take 2 days so not sure why it has been a week without the overview showing? Thanks!
Posted Mon, 04 Dec 2023 13:11:30 GMT by HMRC Admin 32 Response
Hi,

Normally it can take up to 3 working days to process online. If the details are still not noted then you will need to contact our Self Assessment team to review.

Self Assessment: general enquiries

Thank you.
Posted Mon, 19 Feb 2024 20:20:25 GMT by
My accountant filed my self assesment in April 23. I've received a notification with my Self Assessment Annual Tax Summary today however still haven't received a refund. When should I expect this?
Posted Wed, 21 Feb 2024 10:32:56 GMT by HMRC Admin 25 Response
Hi pjr1992,
If a repayment is due and not yet been issued you will need to contact HMRC to review:
Self Assessment: general enquiries

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