HMRC Form R40: Claim for Repayment of Tax Deducted from Savings and Investments
Upload your blank HMRC Form R40 from HM Revenue & Customs (HMRC), let AI auto-detect every field, type or dictate your data, and download the completed PDF in seconds. Your first clean download has no watermark for hand-filled PDFs up to 15 pages, and there is nothing to install.
We load the blank HMRC Form R40 PDF for you — no download needed. Or upload your own copy below.
Upload your form
Choose a PDF, a Word file or an image from your files, or photograph a paper form.
PDF, Word (.docx), JPG, PNG, WebP, HEIC, GIF and BMP. Instant field preview in browser — no credit card required.
First hand-filled PDF (up to 15 pages) is free with no watermark. Need more or AI Auto-Fill? Grab the $7 7-Day Pass (25 clean PDF downloads + 25 AI credits, $7 credited toward $19/mo Starter).
By uploading, you confirm you have the legal right to use this document.
JustFill is not affiliated with HM Revenue & Customs (HMRC). This is an independent third-party tool to help you complete HMRC Form R40. Always download the current blank form from the official source and verify your completed copy before signing or submitting. Official HMRC Form R40 from HM Revenue & Customs (HMRC)
HMRC Form R40, Claim for repayment of tax deducted from savings and investments, is the official 4-page HM Revenue & Customs tax refund form used by UK individuals who are not in Self Assessment to reclaim overpaid Income Tax deducted at source from bank/building society interest, purchased life annuities, PPI statutory interest, life insurance bond chargeable events, or trust/estate income (Form R185). Open the Form R40 blank in JustFill to complete Boxes 1–12 in your browser and download a clean PDF.
Stop re-typing Name, SSN/EIN, and Street Address across separate forms. Launch a pre-built JustFill B2B Packet to enter shared fields once and download a ZIP or merged PDF.
Enter contractor and payer details once to fill the W-9 and the 1099-NEC copy for the recipient.
Shared fields: Contractor Name, Address, TIN, Payer Details, Box 1a Compensation
IRS Form W-4 + USCIS Form I-9
IRS Form W-9 + IRS Form 1099-NEC (Copy B)
IRS Form 2848 (POA) + Form 8821 + Form 4506-T Transcript
Need clients or employees to fill & e-sign HMRC Form R40 online?
Open HMRC Form R40 in the editor and click Share & E-Sign to send a hosted link (justfill.app/f/...) and collect signed PDFs + CSV responses automatically.
When 20% UK Income Tax has been deducted at source from your purchased life annuity, trust or estate income distribution (reported on Form R185), peer-to-peer or corporate bond interest, or PPI compensation interest — and your total taxable income falls within your £12,570 Personal Allowance, the £5,000 Starting Rate for Savings, or your £1,000/£500 Personal Savings Allowance — you can claim a tax repayment from HMRC using Form R40 for the current tax year or any of the previous 4 tax years. You use a separate Form R40 for each tax year claimed. JustFill lets UK pensioners, savers, personal representatives, and tax refund advisers fill Form R40 online in any browser and export a clean, print-ready PDF.
The official HMRC Form R40 (4 pages) and R40 Notes are published on GOV.UK at gov.uk/government/publications/income-tax-claim-for-repayment-of-tax-deducted-from-savings-and-investments-r40. Click "Fill the blank HMRC Form R40 now" above to open our 4-page fillable R40 directly in JustFill, type your figures cleanly in your browser, and download a print-ready PDF.
What each section of HMRC Form R40 asks for. JustFill’s AI will detect these fields automatically when you upload the PDF — review the breakdown below so you know what to enter.
Tax year ending 5 April for which the claim is made (1 form per tax year), your full name, UK National Insurance number (NINO), date of birth, current address and postcode, and daytime telephone number.
Total gross pay and tax deducted from all employments (per P60/P45), occupational/private pensions, State Pension (Box 3.1), and taxable state benefits (such as Bereavement Allowance or Carer’s Allowance) received during the tax year.
Net interest/annuity received, tax deducted at source, and gross amount before tax (Boxes 4.1–4.5), untaxed UK bank/building society interest (Box 4.6), and UK trust, settlement, or estate income from Form R185 (Boxes 5.1–6.6).
Foreign dividends or interest, chargeable event gains on UK life insurance policies, Gift Aid charitable payments, and Married Couple’s / Blind Person’s Allowance claims.
UK bank or building society account holder name, 6-digit sort code, 8-digit account number (or nominee details in Box 11.4), and claimant signature and date in Box 12.2.
A fictional retired UK taxpayer in Bath completes HMRC Form R40 for the 2025–2026 tax year to reclaim £640 of Income Tax deducted at 20% from a purchased life annuity and a family trust distribution.
Tax Year Ended: 05/04/2026 · Name: Mrs Margaret H. Sample · NINO: QQ 78 90 12 B · DOB: 22/03/1952 · Address: 9 Circus Mews, Bath, BA1 2EW
Fictional NINO; each tax year requires its own Form R40.
Box 2.3 (Private Pension Gross): £4,200.00 (Tax off: £0.00) · Box 3.1 (State Pension received in year): £7,800.00
Box 4.1 Net: £2,560.00 · Box 4.2 Tax deducted: £640.00 · Box 4.3 Gross: £3,200.00 · Box 4.6 Untaxed bank interest: £310.00
Total income (£15,510) falls within the £12,570 Personal Allowance plus £5,000 Starting Rate for Savings, entitling her to a full £640 repayment.
Account Name: M H Sample · Sort Code: 40-XX-XX · Account No: 1234XXXX · Signed: Margaret H. Sample · Date: 23/10/2026
These values are made up. They are here to show what belongs on each line, not to be copied — every name, number, and address on your own HMRC Form R40 has to be your own. Keep your annual tax deduction certificates (such as R185 or annuity statements) on file in case HMRC requests verification.
Upload your blank HMRC Form R40 PDF and our AI maps every fillable region — no manual drawing required.
Fill HMRC Form R40 once, save the layout, then reuse it instantly for the next client, employee, or filing.
GDPR compliant. Export or delete all your data anytime from your account settings.
One click loads the official blank — or drop your own HMRC Form R40 PDF below. Free account, no credit card.
We load the blank HMRC Form R40 PDF for you — no download needed. Or upload your own copy below.
Upload your form
Choose a PDF, a Word file or an image from your files, or photograph a paper form.
PDF, Word (.docx), JPG, PNG, WebP, HEIC, GIF and BMP. Instant field preview in browser — no credit card required.
First hand-filled PDF (up to 15 pages) is free with no watermark. Need more or AI Auto-Fill? Grab the $7 7-Day Pass (25 clean PDF downloads + 25 AI credits, $7 credited toward $19/mo Starter).
By uploading, you confirm you have the legal right to use this document.
HMRC Form P53: Claim to Repayment of Income Tax on a Small Pension Taken as a Lump Sum
HMRC Form SA1: Registering for Self Assessment and Getting a Tax Return
HMRC Form 64-8: Authorising Your Agent
HMRC Form 17: Declaration of Beneficial Interests in Joint Property and Income
HMRC Form P60: End of Year Certificate (PAYE Tax & National Insurance Summary Worksheet)
HMRC Form P45: Details of Employee Leaving Work (Parts 1A, 2 & 3 Worksheet)
Upload any document — a scan, a photo, a Word export, a form from another agency — and the same editor puts fields on it.
Turn a flat, scanned or exported PDF into a fillable form — draw the fields once, or let AI detect them.
Keep the original layout and get real, clickable form fields back out the other side.
Upload the .docx, we convert it to a PDF and detect the blanks you drew, then export real form fields.
Step by step for Acrobat, Word, Google Docs, Mac and a browser tool, with a tested example and what each one costs.
Type straight onto any PDF in the browser. No Adobe or install; your first clean download has no watermark.
Upload a form and preview its fields before paying. Your first clean download has no watermark, and no credit card is required.
Adobe retired Fill & Sign. This is the free browser replacement for the same job.
Map spreadsheet columns to any PDF form and generate hundreds of filled PDFs in one ZIP.
Populate any PDF form from Excel (.xlsx) or CSV rows in your browser — no Acrobat plug-ins or Word VBA macros.
Official source: HMRC Form R40 on HM Revenue & Customs (HMRC)’s website
Edition checked: HMRC Form R40 (Claim for repayment of tax deducted from savings and investments, 4 pages). Verified against the official source on · Verified in our Government Forms Fillability Study.
JustFill is an independent product and is not affiliated with, endorsed by, or sponsored by HM Revenue & Customs (HMRC) or any government agency. Always verify your completed form on the official version before signing or submitting.