01223 810100

New repayment claim forms

May 24, 2011

The new tax year has brought a set of new repayment claim forms. The new R40 (2011) can be used for any tax year from 2005/6 to 2011/12. However, if you have a capital gain to report you must not use the form R40 but should register for self-assessment and complete a full self-assessment tax return form. This applies even if you may be due a refund of income tax for the same tax year.

New R40 repayment claim form

http://www.hmrc.gov.uk/forms/r40.pdf

Notes for new R40 form

http://www.hmrc.gov.uk/forms/r40notes.pdf