Fillable Claim for repayment of tax deducted from savings 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your personal details, including your name and address, ensuring accuracy for effective communication regarding your claim.
3. Fill in the year to which the claim applies and provide your tax reference number. This information is crucial for processing your request.
4. Complete sections detailing your income sources, such as UK employment income, pensions, and state benefits. Be sure to enter amounts before tax deductions.
5. If applicable, include details about any foreign income and ensure you convert amounts to sterling where necessary.
6. Review the repayment instructions carefully. If nominating a professional, ensure their Agent Reference Number is included.
7. Finally, sign and date the form in the declaration section, confirming that all provided information is accurate.

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