FORM AN01-What is "Self Assessment Statement of Account" ?
Posted: Wed Jun 07, 2017 4:30 pm
Hi all , apologies for asking a question that seems very obvious and I appreciate that this is not a tax forum , but I think I'll get the answer here than anywhere else. I have gone through the forum to find out previous responses around this topic and I am still none the wiser .
For context ,I was self employed for a part of the previous 2 tax years (along with other permanent employment rest of the time) and I am self employed right now.I list below my attempts to get a SA statement of account.
1. I logged on to my HMRC SA online account and I selected Account --> Statement and I got a "you have no statements to view" message.
2. I then phoned up HMRC and requested for a self assessment statement of account and I got a letter titled "SA statement" which contains 5 years worth of tax history at a summary level indicating that I owe no taxes . There is no details of income /NI payments in it. This seems to be similar in detail to the tax year overview that we get to print on the HMRC site,
3. I wasn't entirely convinced that this was a "statement of account" and I phoned up HMRC and have requested for my SA302 documents for the last 4 years . They have advised me that it is on its way in post . HMRC website seems to refer SA302 as "evidence of your earnings"
I am probably over thinking this , I feel that I still won't have the "SA statement of account" once I receive the SA302.Can some one who has submitted the " Self Assessment Statement of Account" as part of their AN01 form advise me what document reference number it corresponds to e.g. SA300,SA302 etc or how it looks like.
For context ,I was self employed for a part of the previous 2 tax years (along with other permanent employment rest of the time) and I am self employed right now.I list below my attempts to get a SA statement of account.
1. I logged on to my HMRC SA online account and I selected Account --> Statement and I got a "you have no statements to view" message.
2. I then phoned up HMRC and requested for a self assessment statement of account and I got a letter titled "SA statement" which contains 5 years worth of tax history at a summary level indicating that I owe no taxes . There is no details of income /NI payments in it. This seems to be similar in detail to the tax year overview that we get to print on the HMRC site,
3. I wasn't entirely convinced that this was a "statement of account" and I phoned up HMRC and have requested for my SA302 documents for the last 4 years . They have advised me that it is on its way in post . HMRC website seems to refer SA302 as "evidence of your earnings"
I am probably over thinking this , I feel that I still won't have the "SA statement of account" once I receive the SA302.Can some one who has submitted the " Self Assessment Statement of Account" as part of their AN01 form advise me what document reference number it corresponds to e.g. SA300,SA302 etc or how it looks like.