Apply for a repayment of tax on your savings interest using form R40 if you do not complete a Self Assessment tax return.
If you’re registered for Self Assessment, apply for a repayment on your Self Assessment tax return.
If you meet any of the Self Assessment criteria, you must complete a tax return. Do not submit form R40 for repayment.
If you (or the person you’re claiming for) live outside of the UK, you can claim personal allowances and tax refunds if you live abroad.
Payment Protection Insurance (PPI) claims
If you’d like to claim tax back on interest paid on a PPI claim, you need to send us a document which shows details of your PPI claim, including the:
- gross interest
- tax deducted from interest
- net interest
This document can be either:
- the final response letter from the company that made payment to you
- a certificate from the company that refunded you, to confirm the amount of tax deducted from the refund
If you do not have either of these, you can request them from the company that refunded you.
If your claim is for any other type of repayment, do not send us any personal records, tax certificates or vouchers with your form. We’ll contact you if we need these.
Before you start
You can make a claim for the current tax year and the previous 4 years. You need to submit a separate application for each tax year.
To submit an application on behalf of someone else, you must use the postal form. If you are applying on behalf of a minor, you need to include their residential address on the form.
Read theto help you fill in the form.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, email firstname.lastname@example.org and tell us what format you need. It will help if you tell us what assistive technology you use.
Apply for a repayment online
You’ll need to either:
- sign in with your Government Gateway user ID and password (if you do not have a user ID, you can create one when you first try to sign in)
- use your email address to get a confirmation code that you can use to sign in
You will get a reference number that you can use to track the progress of your claim.
Apply for a repayment by post
HMRC will accept a digital signature on the R40 print and post form. This could be signed on the screen of a digital device, or displayed in a keyboard-typed font.
Print the form.
Fill it in by hand.
If you’re claiming on behalf of someone else
From 30 April 2024, if you’re making a claim for someone else and want the repayment to be paid to you, find out what you will need to do to receive Income Tax or PAYE (Pay As You Earn) repayments on behalf of others.