Somewhere between starting a new job and filing a tax return, most people end up holding a handful of HMRC forms with codes for names — P45, P60, P11D, P85 — and very little explanation of what any of them actually do.
These documents matter more than they look: they can affect your tax code, prove your earnings, or trigger a refund you didn’t know you were owed.
This section walks through the most common income tax forms one by one, explaining who issues each one, when you’ll receive it, and what to do if it’s missing or incorrect, so you can stay on top of your tax affairs without the jargon.
A P60 form is a statement or certificate showing how much you have earned, and the amount of tax you have paid in the last tax year…
Form P87 let’s you claim back work related expenses for the last four tax years by post…
From your P45 and P60 to the many other forms HMRC uses, these FAQs explain the most common income tax forms so you can stay on top of your tax affairs and reclaim any tax you’ve overpaid.
A P85 is the form you complete to officially tell HMRC that you are leaving the UK. You must provide answers to a number of questions concerning you and your tax affairs…
A Form 18 is used to change how the amount of Married Couple’s Allowance you’re entitled to is divided between you and your spouse or civil partner…
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 575T form is a document that needs to be completed if you wish to request a transfer of any unused Married Couple’s Allowance to your spouse or civil partner…
SA1 is a form that is used to register for self assessment for any reason other than self employment…
CWF1 is a form that needs to be completed and submitted to HMRC if you are registering for self employment…
Free tax rebate guides and calculators helping UK taxpayers claim HMRC tax refunds since 2001.
