Claim a refund ofif Incomeyou've Taxpaid deductedtax fromon your savings and investments (R40)

You shouldcan useclaim thea formtax R40refund tousing claimthis aform repayment if either your:

• gross investmentincome interestfrom orsavings shareand ofinvestments grossis property£10,000 or less
• gross income from land and property is £10,000 or less
• net income from land and property income is £2,500 or less
• income from foreign dividends areis £2,000within orthis lessyear’s dividend allowance

Do not submituse this form R40to ifclaim you’reback registeredtax forif:

• your Selfincome Assessmentwas orhigher meetthan anythese oflimits theor you’re registered for Self Assessment criteria.— Youyou must complete a tax return.

  If

• you (or the person you’re claiming for) live outside of the UK,UK you— canthere’s a different form to claim personal allowances and tax refunds if you live abroad.

PaymentBefore Protectionyou Insurance (PPI) claimsstart

IfYou you’dcan likemake toa claim taxfor backthe oncurrent interesttax paidyear onand athe PPIprevious claim,4 youyears. You need to sendsubmit us a documentseparate whichapplication showsfor each tax year.

You’ll need to give details of your PPIincome claim, including the:from:

• grossemployment, pensions and state benefits
• interest and dividends
• taxtrusts, deductedsettlements fromand interestestates
• netland interestand property
• foreign sources

ThisTo documentfind canthis beinformation, either:check:

• theyour finalP60 responseor letterP45
• bank fromand thebuilding companysociety that made payment to youstatements
• aletters certificateyou’ve received from the companyDepartment thatfor refundedWork you,and toPensions
• income confirmstatements thefrom amounttrusts ofand taxestates
• dividend deducted from the refundvouchers

If

Claiming youa dorefund not have either of these,tax youdeducted can request them from the company that refunded you.

interest

IfTo yourget claima isrefund for any other type of repayment,tax dothat notwas senddeducted usfrom anyinterest, personalyou records,need taxto certificatesgive orevidence vouchersof withthe yourtax form.you’ve We’ll contact you if we need these.paid.

Before you start

YouSend canus make a claimdocument forfrom the currentcompany taxthat yearpaid andyou theshowing previousthe:

• gross 4interest
• tax years.deducted Youfrom needinterest
• net to submit a separate application for each tax year.
  interest

ToIf submit an application on behalf of someone else, you mustdo usenot thehave postalthis, form. If you arecan applyingrequest onit behalffrom ofthe acompany child,that youpaid needyou.

You tomust includesend theirthe residentialdocument addressby onpost, the form.to:

• letters

  If fromyour Departmentclaim is for Workany andother Pensionstype (DWP)of forrepayment, statedo benefitsnot —send ifus paid

• Employmentevidence. SupportWe’ll Allowancecontact oryou Stateif Pension,there paymentsis areanything madewe everyneed.

  Claiming 4on weeks,behalf notof monthly

• banksomeone andelse

  You buildingmust societyapply statementsby (forpost interestto receivedclaim on savings)

• dividendsomeone vouchers
• incomeelse’s statementsbehalf. fromStart trustsyour andclaim estates
• P60online and P45you’ll fromget a pensionlink payerto orthe employer

ToComplete use the onlineform service,with youtheir needdetails aand Governmentsign Gatewayyour userown IDname andin password.the declaration.

If you dowant notthe haverepayment ato userbe ID,paid youto canyou, createfind oneout whenhow youto receive maketax yourrepayments claim.on behalf of others.

Make your claim

Get all of your information together before you start.

Start now

IfAfter you’reyou claiming on behalf of someone elseapply

IfWe’ll you’recontact makingyou aonce claimwe’ve forprocessed someoneyour elseclaim and— wantcheck thewhen repaymentyou tocan beexpect paida toreply.

We’ll you,let findyou outknow howwhether to receiveyou’re Incomeentitled Taxto ora Payrefund. AsIf Youyou Earnare, (PAYE)we’ll repaymentstell onyou behalfhow ofit’ll others.be paid.