Get R40m Form

This guide provides clear, step-by-step instructions for users on how to complete the R40m Form online for claiming repayment of tax deducted from savings and investments. Whether you are new to tax forms or simply need a refresher, follow these instructions to ensure a complete and accurate submission.

Follow the steps to successfully complete the R40m Form.

1. Click ‘Get Form’ button to access the R40m Form in an online editor.
2. Begin by entering your personal details such as your name and address. This information is crucial for processing your claim.
3. Provide your tax reference and ensure the year of claim is correctly filled as 5 April. If you are not a UK resident, you should select the appropriate form, which is R43.
4. Complete the section for UK employment income, pensions, and state benefits. Include amounts for your total income before taxes were deducted.
5. Fill in the UK interest and dividends section accurately. Remember to only declare your share of interest from joint accounts.
6. If applicable, detail any income from trusts, settlements, or estates, ensuring to enter the net amounts after tax.
7. Proceed to enter any foreign income, ensuring that you provide the sterling equivalent and additional details if there are multiple countries of origin.
8. Complete the sections for any other income and benefits, including Gift Aid contributions, while following the prompts carefully.
9. Make sure to declare any allowances for blind persons or married couples if applicable, by filling in the respective sections accurately.
10. Indicate your repayment instructions clearly; state where the repayment should be sent, whether to your address or that of a nominee.
11. Finally, read the declaration, sign and date the form, and include your name in capital letters. Verify that all information is accurate before submitting.
12. After reviewing your filled R40m Form, you can save your changes, download a copy for your records, print it out, or share it as necessary.

Take the next step and complete your R40m Form online today.