Discrepancy between SA302 tax figure and figure on Tax Overview document

I completed my 21/22 tax return on 6th April so that I could get an SA302 which I needed for a loan application. They also asked for a copy of the tax overview, so (after 72hrs) I downloaded both documents. It has been flagged up that the total tax & NIC figure on the SA302 is different to the tax overview figure - by over £2,300!? I have queried with the online chat, but all I've been told is that the figure I can see on MY copy of the SA302 is different to the figure showing at YOUR end - but how can that be possible?!? The SA302 and tax calculation pages all show a total tax & NIC due of £7523.18 but yet the tax overview says it's only £5226.96. The loan company are refusing to process my application because the two figures don't match, but I can't explain it, and no-one has been able to give me a reason. I see from other threads/discussions that I'm not the only one who has had this problem. I had £14766 in SEISS payments throughout the year (which I recorded in the correct box on the SA form) - could this be part of the problem? Please can someone help? I tried going through on the phone, but the automated system just says that it's busy and then the line disconnects. Many thanks, Neil

Hi,

We cannot be sure of any discrepancy without viewing your record, you will need to contact our Self Assessment team to review this.

Self Assessment: general enquiries

Thank you.

This also happened to me. I completed my assessment and tax calculation vs overview are vastly different by about £1000. I contacted HMRC Self Assessment team by phone and the advisor said they cannot see the discrepency on their end. Very strange. I dont see how such an error can be made? I am also applying for a mortgage, so it is important that these figures match. I've asked for the forms to be posted to me, (why post and not email in 2022?) in which hopefully I will have the correct figures.

Hi Marcoangelo, I'm facing exactly the same problem. Yesterday I call HMRC I they told me that they where aware of a software bug causing SA302 and Tax year overview showing different figures. They are sending me documents by post. Did you solve your problem ? Thanks

Hi, I submit my self-assessment return for the tax year 2021 to 2022 on 30 January 2023. And now I've found a significant difference between my tax return and tax overview. I paid for my text in terms of text return calculations. However, I must pay a more significant amount in terms of tax overview. I don't reckon why this amount is increased. I've not been charged any penalties or interest. I think the final amount in the tax overview doesn't seem correct. Could you help me please? Best 

Hi RR,

If there is a difference between the two contact our Self Assessment team who will be able to explain the difference.

Self Assessment: general enquiries

Thank you.