⚠️ We are currently updating our 2021/22 tax guidance across the website

 

Annotated forms

Updated on 12 April 2021

Resources

Here we provide some annotated tax forms and a breakdown of an example payslip.

Image of a person filling out a form

Form R40: Claim for repayment of tax deducted from savings and investments

Trying to fill out an R40 to claim back tax deducted from savings and investments (including PPI payouts)? We provide an annotated example to help illustrate how to complete the form.

Pay As You Earn (PAYE) form: starter checklist

Are you starting a new job and do not have a form P45? Here we provide three annotated examples to illustrate how you should complete a starter checklist.

Form P87: Claim for tax relief for expenses of employment

Have you paid expenses related to your employment? You may be able to claim tax relief. We provide an example, showing you how to complete form P87, which you can use to claim tax relief on employment expenses.

Understanding your payslip

Not sure what your payslip should look like and what information it should hold? We provide you with an example and breakdown of a typical payslip.

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