R40 official form to claim repayment of tax
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Discover the methodologyHere is the official form to be filled in when claiming for repayment of tax following savings or investments you have made over the past tax year and that are deductible.
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What is a R40 tax form?
The official R40 form is a document issued by the HM Revenues & Customs (HMRC) through which any UK citizen can claim repayment of tax paid on investments or interests made on savings. You have to use the R40 online tax form when you do not have completed a Self Assessment tax return.
Where can I get a R40 form?
Basically, the R40 form is to be downloaded online. You can use the official online R40 form that we propose on our website as many times as you wish, download it and then print it. However, if you are not familiar with using a computer, you should call the HMRC services, and request that they send you a copy home by post.
Here is the HMRC number to reach in order to request your R40 form: 0300 200 3300.
How to complete a R40 form?
First of all, note that you have to fill a different online R40 form for every tax year. Non-UK residents should refer to the R43 form, which is dedicated to them. When filling in your R40 form, don't forget to:
- Use black ink and write in capital letters
- Cross out any unexpected mistake and write the correct information just below
- Leave blank any section that does not concern you
- Write inside the boxes
Always double-check that the figures you report are accurate. Any mistake could invalidate your R40 claim.
What information do I have to report in my R40 form?
Here is the information that will have to complete throughout the R40 form:
| Category | Details |
|---|---|
| Your personal information | Name, surname, date of birth, national insurance number, etc. |
| Your incomes and benefits made in the UK over the past tax year | Here you have to report: - Employment income, pensions and state benefits - Interest and dividends - Trust, settlement and estate income - Land and property that you own - Foreign income - Any other income or benefits - Gift aid or allowance (marriage or blind allowance for example). |
| Your repayment instructions | Here you have to complete the coordinates to where your repayment will be sent to. |
| Declaration | Date and signature. |
Where to send my R40 form?
When it is completed, dated and signed, you have to send your R40 tax form to the HMRC by post, at the following address:
Pay As You Earn
HM Revenue and Customs
BX9 1AS
United Kingdom
Good to know
Including a street name, a city name or a PO box is not required when you send mail to the HMRC address.
How much time to be paid after sending my R40 form?
The HMRC indicates that it processes the R40 form tax repayment processes within for 4 weeks, at the end of which repayment should be made - if it is established that you are eligible. However, in exceptional circumstances like the Covid-19 pandemic, you may expect longer delays for your claim to be processed.
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