How to make a claim
Make a repayment claim on your Self Assessment tax return if you’re registered for Self Assessment.
If you’re not registered for Self Assessment and you think you’ve paid too much tax on your savings you can claim a repayment by either:
- using the online service (sign into, or set up, a Government Gateway account)
- printing the postal form, filling it in by hand and posting it to HMRC
If you use the online form, you’ll get a reference number you can use to track the progress of your claim.
The time limit for making a claim is 4 years after the end of the tax year you are claiming for. For example, a claim for 2014 to 2015 must be received by us by 5 April 2019. Every tax year needs a separate claim form.
If you (or the person you’re claiming for) live abroad then you must submit a repayment claim using the form R43.
If you meet any of the Self Assessment criteria, you must complete a tax return. Do not submit a R40 claim for repayment.
How to claim on behalf of someone else
To claim a repayment on behalf of someone else (for example, who has died or is a minor):
- Print the postal form.
- Fill it in by hand.
- Post it to HMRC - you must include the residential address of the minor on the form.
Use the R40 notes to help you fill in the form.
Information you need to fill in the form
- your National Insurance number (you’ll find this on your payslip, P60 or tax return)
- your agent’s details (if you have an agent you want us to contact about your claim)
- details of income from:
- UK employment
- UK pensions
- taxable state benefits
- pensions and annuities
- UK interest
- UK dividends
- UK land and property
- foreign income
- any other income
- the amount of any gift aid payments you made in the year of the claim
- details of any allowances you want to claim
- details of who you want us to make payment to