R40 form: Fill out & sign online

Here's how it works

01. Edit your form r40 online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send r40 claim form via email, link, or fax. You can also download it, export it or print it out.

The best way to edit R40 form online

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

With DocHub, making changes to your paperwork requires just a few simple clicks. Make these fast steps to edit the PDF R40 form online free of charge:

Register and log in to your account. Sign in to the editor with your credentials or click on Create free account to test the tool’s capabilities.
Add the R40 form for editing. Click on the New Document option above, then drag and drop the document to the upload area, import it from the cloud, or using a link.
Adjust your file. Make any changes needed: add text and pictures to your R40 form, underline details that matter, erase sections of content and substitute them with new ones, and insert icons, checkmarks, and fields for filling out.
Finish redacting the form. Save the modified document on your device, export it to the cloud, print it right from the editor, or share it with all the people involved.

Our editor is very intuitive and efficient. Try it out now!

See more r40 form versions

We've got more versions of the r40 form form. Select the right r40 form version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2020	4.8 Satisfied (98 Votes)
2019	4.3 Satisfied (191 Votes)
2015	4.3 Satisfied (258 Votes)
2012	4.3 Satisfied (45 Votes)
2010	4 Satisfied (50 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Contact us

When should R40 be completed?

An R40 is the form that needs to be completed if you wish to claim a repayment of tax deducted from your savings and investments. The information provided will allow HM Revenue & Customs to investigate whether you've paid too much tax and issue you with a refund of any monies you may be due.

Should I have paid tax on my PPI Refund?

What is taxable on a PPI refund? You do not owe any tax on a PPI cash refund. You do owe tax on the 8% interest because it is seen as extra income by HMRC. In other words, if your cash had been in a savings account, you would have been liable to pay tax on its earnings.

Why have I been sent R40?

You can use form R40 to make a claim for repayment of tax in certain circumstances: you are not within Self Assessment \u2013 that is you do not have to submit an annual tax return; you have paid too much tax on interest from your savings and investments (including purchased life annuities or PPI payouts); and.

How do I fill in R40 for PPI Refund?

In completing the form R40, you should input the net interest in box 3.1 'Net interest paid by banks, buildings societies etc, purchased life annuities and PPI payments \u2013 after tax taken off'. You should then input the tax deducted in box 3.2 and the gross amount in box 3.3.

What is a R40 tax form?

An R40 is the form that needs to be completed if you wish to claim a repayment of tax deducted from your savings and investments. The information provided will allow HM Revenue & Customs to investigate whether you've paid too much tax and issue you with a refund of any monies you may be due.

hmrc r40

claim a tax refund government gateway hmrc contact number r50 form what is ppi tax how to send a form to hmrc what is p40 form personal tax account

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

How long does an R40 refund take?

The answer is usually somewhere between 5 days and 8 weeks, depending on a number of factors including the system involved (for example by PAYE or Self Assessment), whether you applied online or by paper; and whether HMRC make any security checks during the process.

What is form R40 for HMRC?

Complete form R40 to claim a refund if you think you've paid too much tax on interest from your savings in an earlier tax year. Use form R43 to claim personal allowances and a tax repayment if you're an individual not resident in the United Kingdom.

How long does it take to get tax refund 2022?

Overall, the IRS anticipates most taxpayers will receive their refund within 21 days of when they file electronically if they choose direct deposit and there are no issues with their tax return. The IRS urges taxpayers and tax professionals to file electronically.

How do I get a R40 form?

You can download form R40 from GOV.UK. If you are unable to print the form off yourself (or with help from friends/a local library, etc.) then you will have to phone HMRC to request that they send you a copy. The phone number to use is: 0300 200 3300.

How long does an R40 refund take?

The answer is usually somewhere between 5 days and 8 weeks, depending on a number of factors including the system involved (for example by PAYE or Self Assessment), whether you applied online or by paper; and whether HMRC make any security checks during the process.

Get the up-to-date r40 form 2024 now

Here's how it works

The best way to edit R40 form online

See more r40 form versions

Complete this form in 5 minutes or less

Got questions?

When should R40 be completed?

Should I have paid tax on my PPI Refund?

Why have I been sent R40?

How do I fill in R40 for PPI Refund?

What is a R40 tax form?

Complete this form in 5 minutes or less

People also ask

How long does an R40 refund take?

What is form R40 for HMRC?

How long does it take to get tax refund 2022?

How do I get a R40 form?

How long does an R40 refund take?

r40 hmrc

Try more PDF tools