United Kingdom · HMRC
Form R40 — Claim a Refund of Income Tax Deducted from Savings and Investments
Form R40 claims back tax deducted from savings interest, PPI payouts and investment income when you are not in Self Assessment.
R40 is issued by HMRC's online service
Download it there, then drop the PDF into DocsArc to fill, sign and save it — entirely on your computer.
Who needs R40?
Savers and PPI claimants who had tax deducted at source and are owed a repayment.
How to fill it with DocsArc
- Open R40 in the DocsArc workspace with one click above.
- Click any field and type — form fields are detected automatically, and you can add text anywhere.
- Sign it if needed: draw, type or upload your signature, with an automatic date line.
- Save or print. The finished PDF never left your computer.
Frequently asked questions
How far back can I claim?
Generally up to four tax years from the end of the relevant tax year — one form per year.
Always verify you have the current version: official HMRC page
Contains public sector information licensed under the Open Government Licence v3.0. DocsArc is an independent tool and is not affiliated with HMRC.