HMRC have contacted Chartered Accountants Ireland to advise that it has been working with the Council of Mortgage Lenders about what documentation self-employed customers can self-serve from HMRC about their income.

This has resulted in some system changes so that taxpayers can print off the same information as the paper versions. Those documents are the Tax Calculation and the Tax Year Overview.

Most lenders will know about the changes by January 2015. Self-employed taxpayers with a Self-Assessment online account, seeking to obtain a mortgage or loan may be asked by the lender to self-serve and provide copies of both as HMRC documentation. During this transition period HMRC will continue to supply paper copies on request. Lenders looking for online documents will supply instructions on how to print, while HMRC make arrangements to add instructions to the Self-Assessment online system.

The changes should mean that the taxpayer or their agent can access and print what they need 24/7, without having to contact HMRC to send them a copy.