Personal tax – form

Income Tax: claim for repayment of tax deducted from savings and investments (R40)

Use form R40 to claim a refund if you think you have paid too much tax on interest from your savings.

Documents

Claim for repayment of tax deducted from savings and investments (R40)

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Claim for repayment of tax deducted from savings and investments notes (R40 Notes)

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Detail

Fill in a form R40 to claim back tax if you think you’ve paid too much on savings interest in a previous tax year and send it to HMRC.

Getting tax-free interest on savings or claiming tax back
Guidance about tax on savings interest.

Tax refunds and reclaiming overpaid tax
Guidance on what to do if you think you are due a refund on your employment or self-employment income.

Income Tax: getting your interest without tax taken off (R85)
Use form R85 to tell your bank or building society that you qualify for tax-free interest on your account.