How to prove your income for a mortgage when you’re self-employed

Mortgages

Getting a mortgage when you are self-employed can be slightly more difficult than when you are in regular employment. Lenders use payslips as proof of income to assess mortgage affordability but for self-employed applicants, other paperwork is usually required.

There are around 4.4 million self-employed people in the UK, with many mortgage products to choose from, so finding a suitable mortgage should not be a problem if you meet the eligibility criteria.

How do self-employed mortgage applicants prove income?

An applicant’s income is one of the key measures used to evaluate a mortgage application. It helps to identify how much a person can realistically afford to pay each month, after other outgoings are taken into account. 

If you are self-employed and want to apply for a mortgage, you don’t receive payslips to use as evidence of income, so lenders will request to see other types of evidence.

Key documents you may need

  • Two or more years of certified accounts.
  • 3 months to 3 years of personal and business account statements (to check regular deposits).
  • SA302 (evidence of earnings based on self-assessment tax returns).

In addition to these documents, you will be requested to provide proof of ID and proof of address, which is standard for all types of mortgage applications.

 

Image showing a man working on laptop at home

An applicant’s income is one of the key measures used to evaluate a mortgage application.

What lenders look for in self-employed income

Lenders use the evidence you provide them with to verify whether you have consistent income over a period of 2-3 years. Typically, lenders will want to see evidence that your business has stable income and that you have been self-employed in the same industry continuously for at least two years.

They may also request to see client invoices or contracts to prove that you have ongoing work. The longer that you have been self-employed and the more evidence you have of a continuous, steady income, the more confidence the lender will have that you will be able to keep up with mortgage payments.

How to strengthen your mortgage application

To improve your chances of getting your mortgage application approved, these actions will help:

  • Make sure your accounts are signed off by a certified accountant.
  • Provide a larger deposit for a lower Loan to Value ratio.
  • Improve your credit score if necessary.
  • Use a broker who specialises in mortgages for self-employed workers.

Common mistakes to avoid when proving income

Some issues that could impact your application include:

  • Tax returns do not match bank statements.
  • Maximising tax deductions to reduce tax liabilities. Your affordability is based on net taxable income.
  • Having an income that fluctuates or has been declining.
  • Not providing the right documents or not having accounts signed off by a certified accountant.

If you require a mortgage and are self-employed, we can help find suitable mortgage products based on your specific circumstances and needs. Contact our mortgage specialists to discuss your requirements.