R40 claim form 2026

1. Click ‘Get Form’ to open the r40 claim form in the editor.
2. Begin by entering your name and address in the designated box. This ensures that your claim can be processed efficiently.
3. Fill in the year for which you are claiming repayment, along with your tax reference number. Make sure to use black ink and capital letters as specified.
4. Complete each section regarding your income, including UK employment income, pensions, and any other relevant financial details. Refer to the enclosed R40 Notes for guidance on specific boxes.
5. If applicable, indicate if you expect additional income before the end of the tax year by marking an 'X' in the appropriate box.
6. Review all entries for accuracy. If you make a mistake, cross it out and write the correct information below it.
7. Once completed, sign and date the form at the declaration section before submitting it through our platform.

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