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SA reference Employer PAYE reference if applicable / National Insurance number Date DD MM YYYY D D M M Y Phone number For our opening hours go to www. hmrc.gov.uk Please turn over R38 Page 1 HMRC 08/13 Date received by HM Revenue Customs What to do now Please complete and sign this form using capital letters and return it to the adress shown at the top right of page one. Tax claim If your address is not shown complete the box below Issued by HM Revenue Customs PAYE PO Box 1970 LIVERPOOL L75 1W ...

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What is an R 40 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.

What is a R38 form?

What is an R38 form for? An R38 is the form you need if you have paid too much tax and you want to reclaim this overpayment. If necessary, you are also able to nominate another person to receive this payment for you on an R38 form.

How do I get a P800 form?

You will only receive a genuine P800 by post and HMRC will not text or email you to ask for any personal or financial details. They do have a quick link to help your get to the right page: www.gov.uk/p800refund. If in any doubt, do not enter any details or click on any attachments.

How do I redeem my tax refund?

Refund claimed shows in ITR filed by you "Once you fill up the entire ITR form applicable to you, the ITR form (either online method or JSON utility) will automatically calculate the income tax refund which is due to you. This will be shown in the 'Taxes Paid' section of the ITR form," says Rajan.

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.

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Will HMRC notify me about a tax refund?

"HMRC only informs you about tax refunds through the post or through your pay via your employer. All emails, text messages, or voicemail messages saying you have a tax refund are a scam. Do not click on any links in these messages, and forward them to HMRC's phishing email address and phone number."

How much tax can you claim back on PPI payouts?

If tax is due on PPI payouts, most firms always have, and still do, deduct it automatically, at the basic 20% rate before you get the money.

How do I get a R40 tax 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.

Why have I been sent a R38 form?

An R38 is the form you need if you have paid too much tax and you want to reclaim this overpayment. If necessary, you are also able to nominate another person to receive this payment for you on an R38 form.

Will HMRC automatically refund tax?

If HMRC think you have overpaid tax, they will send you a repayment of tax automatically \u2013 you do not need to make a claim. If HMRC think you have not paid enough tax, they will write to you explaining that they intend to collect the underpaid tax through your tax code or telling you how you can repay it to them.

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