Get R40 - Claim For Repayment Of Tax Deducted From Savings ...

Filing the R40 form is a straightforward process for individuals seeking the repayment of tax deducted from their savings and investments. This guide provides a clear framework to help you navigate through each section and complete the form with ease.

Follow the steps to fill out the R40 form accurately online.

1. Click the ‘Get Form’ button to obtain the R40 form and open it in your preferred online document editor.
2. Begin by entering your name and address in the designated box to ensure the processing of your claim.
3. Indicate the tax year for which you are claiming the repayment. Provide any tax reference numbers required.
4. Fill in the section regarding your income for the specified tax year, referring to the enclosed R40 notes for assistance on required fields.
5. Complete personal details such as your date of birth, National Insurance number, and contact information. Make sure to use capital letters and black ink.
6. Provide details about your income from UK employment, pensions, and state benefits, ensuring that you declare all income sources accurately.
7. Report any interest and dividends earned, specifying the amounts after tax where applicable, and include net amounts for any state benefits.
8. If applicable, include any foreign income, ensuring that you convert amounts to sterling and provide necessary details of foreign tax paid.
9. Complete sections on Gift Aid and any other applicable claims, ensuring that all amounts are accurately reported without omissions.
10. Review your form for any errors and make corrections by crossing out mistakes and entering the correct information below it.
11. Once satisfied with the completed form, save any changes and choose to download, print, or share it as needed.

Get started on completing your R40 form online today!