Fill and sign Form R40 online
Reclaims Income Tax taken off savings interest or investment income when you have paid too much, for the current tax year and the previous 4 years.
Form R40 at a glance
- Official name
- Claim for repayment of tax deducted from savings and investments
- Issued by
- HMRC
- Country
- United Kingdom
- Category
- Tax
- Language
- English
- Who uses it
- Savers and pensioners who don't file Self Assessment.
- Signature
E-signature accepted
HMRC says it accepts digital signatures on the R40 print and post form (GOV.UK update of 6 December 2023). The R40 is now an online service; the postal form is mainly for claims made on someone else's behalf.
- Instructions
- Official HMRC page
The R40 is HMRC's claim for repayment of Income Tax deducted from savings and investments, used by people who are not in Self Assessment. Since September 2024 HMRC has replaced the PDF with interactive online guidance, so start from the official GOV.UK page; if you are given the print and post form, you can open it in BunnyDoc's free Sign PDF tool, add your signature and date, and download it. Everything happens in your browser, so the file never leaves your device.
How to fill in and sign Form R40
Check you can use the R40
GOV.UK says to use it if your gross savings and investment income is £10,000 or less, gross property income is £10,000 or less and net property income is £2,500 or less. Do not use it if you are registered for Self Assessment or live outside the UK.
Gather your figures for the tax year
Collect interest statements, dividend vouchers and pension or income details. You need a separate claim for each tax year.
Start the claim online
Use the Start now link on the GOV.UK R40 page. You cannot use the online route when claiming for someone else.
Claiming for someone else: complete the postal form
Start the claim online and you will get a link to the postal form. Fill it in with their details and sign your own name in the declaration.
Send evidence only when asked
If you are claiming back tax deducted from interest, such as interest on a compensation payment, post the document from the payer showing gross interest, tax deducted and net interest to Pay As You Earn, HM Revenue and Customs, BX9 1AS. For other claims, do not send evidence.
What you need before you start
- Your National Insurance number.
- Gross and net amounts of savings interest and investment income for the tax year.
- Details of pensions, employment and other income for the same year.
- Bank details for the repayment.
Can I sign the R40 electronically?
Yes. HMRC's update of 6 December 2023 on the R40 page says: "HMRC will accept digital signatures on the R40 print and post form." You can add one for free with Sign PDF. See also what an electronic signature is.
Form R40: frequently asked questions
How far back can I claim with an R40?
You can claim for the current tax year and the previous 4 years. Each tax year needs its own claim.
Is there still an R40 PDF?
No. On 17 September 2024 HMRC replaced the PDF with interactive online guidance. A postal form is still available through the online service, for example when you claim for someone else.
Can I sign the R40 electronically?
Yes. GOV.UK says HMRC will accept digital signatures on the R40 print and post form.
Can I use the R40 if I do Self Assessment?
No. If you are registered for Self Assessment, you claim through your tax return instead.
Is BunnyDoc connected to HMRC?
No. BunnyDoc is not affiliated with HMRC. We link to the official pages on GOV.UK and give you a free tool to sign PDFs in your browser.
BunnyDoc is not affiliated with HMRC. Check that the recipient accepts electronic signatures.
Need someone else to sign? Send it for eSignature with BunnyDoc
Upload the filled-in form and send it to anyone for a legally binding eSignature, with an audit trail. 5 free signature requests every month.