Get your paperwork ready for a mortgage or loan as self-employed

Help me get my paperwork ready for a mortgage or loan application as self-employed.

What I'm applying for: [mortgage, loan, rental]
How long I've been self-employed: [years]
What I have: [accounts, tax returns, an accountant]
What they've asked for: [paste, if you know]

First ask me up to 3 short questions. Wait for my answers.

Then:
1. A checklist of documents commonly asked for, marked against what I've said I have.
2. Look up the GOV.UK page on getting your SA302 tax calculation, name it and summarise how to get it and the tax year overview.
3. Gaps and how to fill them.
4. A short cover note to the lender or broker.

Not financial advice. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

For the GOV.UK SA302 tax calculation page, use web search and name the page you used. If it doesn't search on its own, open View all tools and choose Search.

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