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What is Form R185?

  • Writer: Adil Akhtar
    Adil Akhtar
  • Feb 2, 2023
  • 19 min read

Updated: Aug 15

Index:


What is Form R185 Used For


What is Form R185 in the UK? A Straight-Talking Guide for Beneficiaries and Business Owners


Now, let’s start with the simple question—what even is Form R185?

None of us is born understanding tax forms, and the R185 is one of those documents that can easily go under the radar until you actually need it. Simply put, Form R185 is a certificate used to report income a person has received from a trust or an estate, and it shows the amount of tax that has already been deducted from that income before it was handed over to you.


That means if you've inherited income from someone who’s passed away or if you’re the beneficiary of a trust—yes, even a small family one—this form matters. It helps you report that income to HMRC correctly and avoid overpaying or underpaying tax. You’ll use it when filling out your Self Assessment tax return—or pass it to your accountant if you’re lucky enough to have one.


And here's the kicker: if you don’t include this form when it’s relevant, HMRC might think you’ve dodged income. That could mean penalties, interest, or delays in tax refunds. So, yes, that seemingly innocent R185 form? It’s tax gold dust.


So the question is: Who actually needs Form R185?

Now consider this: if you’ve never had dealings with estates, trusts, or settlements, chances are you’ve never laid eyes on an R185. But once you do, it’s a sign you’re involved in something that falls under these categories:

  • You’re a beneficiary of a deceased person’s estate and you’re receiving income after the estate has earned it.

  • You’re getting income from a trust or settlement—say, a family trust set up by your grandparents.

  • You’re a settlor (someone who sets up a trust) and receiving back trust income, perhaps from a discretionary or bare trust.

  • You’re a company or business that is a trust beneficiary, though this is less common.


In each of these cases, Form R185 shows exactly how much income was passed to you, and how much tax was already sliced off it by the trustees or estate administrator.


None of this works without knowing how trusts and estates are taxed in the UK

Be careful! You can’t understand Form R185 unless you know how HMRC sees income from trusts and estates. Income in trusts and estates is first taxed at the source, meaning the trust or the estate pays tax on it before it’s paid out. Then the net income is passed on to beneficiaries—along with that trusty R185 showing the breakdown.

Here’s where many people go wrong: thinking that because tax has already been deducted, the income doesn’t need to be declared again. Wrong. That’s exactly what the R185 is for—to help you declare it correctly and avoid double taxation.

Let’s break this down with a simple table:


Table 1: How Different Trusts and Estates Handle Income Tax (2024/25)

Type of Trust/Estate

Who Pays the Tax First?

Tax Rate Paid by Trust/Estate

Form R185 Issued?

Discretionary Trust

Trustees

45% (dividend rate: 39.35%)

Yes

Interest in Possession Trust

Trustees

Depends on type of income

Yes

Bare Trust

Beneficiary (direct)

Beneficiary's marginal rate

Sometimes

Estate of Deceased (while being wound up)

Personal Representatives

Standard income tax rates

Yes

Now, if you receive money from a discretionary trust, for example, you’ll be handed a net amount after trustees have already paid tax at 45%, but you may not owe that much—especially if you’re not a higher-rate taxpayer. That’s where you can reclaim the difference on your Self Assessment, using—you guessed it—Form R185.


Now it shouldn't be a surprise for you that there are actually three versions of Form R185

Not all R185s are created equal. There are three types, each matching a different situation. So, if someone casually mentions “an R185,” your first job is to find out which one. Here's a rundown:


Table 2: The Three Versions of Form R185

Form Name

Used For

Issued By

For beneficiaries of an estate

Executors/Personal Reps

For beneficiaries of a trust

Trustees

For settlors receiving income from a trust

Trustees

Let’s say you’re a beneficiary and you receive a letter with an R185 (Estate Income) stapled inside. That means the estate has received income—maybe dividends or rental income—after the death of the person, and now it’s being passed on to you, with tax deducted.


You’ll plug those figures into the relevant boxes of your tax return under the “Trusts and Estates” section. Easy enough—but only if you have the form.


Now think about this: What happens if you lose your R185 or never got one?

If your inbox looks more like a black hole than a filing system, you might lose track of your R185. Or maybe the executor or trustee forgot to issue it. That’s a problem—but not one without a fix.

You can (and should) contact the person or entity that was responsible for distributing the income:


  • If it was from a trust, contact the trustees.

  • If it came from an estate, get in touch with the executor or personal representative.

  • If you were the settlor receiving funds, the trustees still owe you that documentation.


In some cases, they can issue a replacement R185 or a written statement with equivalent details (gross income, tax deducted, type of income). But without it, you’re flying blind on your tax return.


Be careful: R185 isn’t a payment receipt—it’s your legal proof of tax deducted

You wouldn’t ignore a payslip, would you? Well, Form R185 plays a similar role when you’re dealing with non-employment income from trusts or estates. It’s your only official record of how much tax has already been paid on your behalf.


Here’s the big takeaway: if you try to claim that tax back or avoid paying it twice without the R185, HMRC isn’t likely to just take your word for it. You’ll need proper documentation—and this form provides it.


Now let’s look at a real-world example: The case of Mr Clive Hawthorne

Let’s say Clive inherits a share of income from his late Aunt Mildred’s estate in Birmingham. During probate, the estate earns £3,000 in dividends and £2,000 in rental income, taxed accordingly. The estate distributes £2,500 to Clive.

The estate’s executor sends him an R185 (Estate Income) stating:


  • Gross income: £5,000

  • Tax deducted: £1,000

  • Net income received: £4,000


Now, Clive isn’t a higher-rate taxpayer. Using his R185, he can file his Self Assessment and claim a refund on part of the tax that was already deducted, because he falls into the basic rate band.


Without the form, Clive could lose that refund or face unnecessary scrutiny.







Real-World R185 Scenarios, Hidden Tax Traps, and Step-by-Step Reclaim Guidance


Now imagine this: You've got your R185 in hand—how do you use it to claim money back?

Be honest—if HMRC owes you money, you want it back. But unlike a refund from your online shop, tax doesn’t come back automatically. You’ve got to ask for it properly—and using Form R185 is one of the key ways to do that.


If you’ve received income from a trust or estate, and tax has already been deducted at a higher rate than you personally pay, you might be due a refund. But HMRC won’t act unless you initiate it—either through your Self Assessment or, if you don’t usually file one, by writing to them with the form.


So how do you do it?


Now follow this: A simple 6-step guide to reclaim tax from your R185

Here’s your practical, step-by-step walkthrough—whether you're using the online Self Assessment or doing it manually.


Step-by-Step: How to Reclaim Overpaid Tax Using Form R185 (2024/25)

  1. Collect your R185Make sure it's the correct version (Estate, Trust, or Settlor). Verify that it covers the correct tax year (e.g., 6 April 2024–5 April 2025).

  2. Determine if you’re due a refundLook at the gross income and tax deducted. Then ask: What is my marginal tax rate?

    • If you're a basic rate taxpayer (20%), and tax was deducted at 45% = overpaid

    • If you're a higher-rate taxpayer (40%) and it was deducted at 45% = possibly overpaid

    • If you're an additional-rate taxpayer (45%) = likely no refund

  3. Login to HMRC Self Assessment portalGo to: www.gov.uk/log-in-file-self-assessment-tax-return

  4. Enter income under the appropriate sectionUse the values from your R185. For example:

    • Dividend from trust → “Trust income – dividend”

    • Interest income from estate → “Other UK income”

  5. Claim your repayment automaticallyHMRC’s online system will calculate whether you're due a refund, based on your total tax liability for the year. Any excess tax will be shown on your summary, and you can request it to be paid directly into your bank.

  6. Save and upload your R185 (digital filers)For digital users using tax software or HMRC’s online portal, scan or photograph the R185 and keep it. If you’re asked for proof later, you’ve got it ready.


Reclaiming Overpaid Tax with Form R185

Reclaiming Overpaid Tax with Form R185

Now let’s walk through a real-world example—basic rate taxpayer reclaiming trust tax

Take Ishaq Khan, a secondary school maths teacher earning £38,000. In 2024/25, he receives £3,000 from a discretionary family trust. The R185 says:


  • Gross income: £3,000

  • Tax deducted: £1,350 (45%)

  • Net received: £1,650


But Ishaq only pays tax at the basic rate of 20%. Let’s calculate what he’s really due.


Table 4: Ishaq’s R185 Refund Example

Item

Amount

Gross income received

£3,000

Tax already deducted (45%)

£1,350

Tax Ishaq should’ve paid (20%)

£600

Refund due from HMRC

£750

£750 back in his pocket—just by understanding and correctly reporting the R185.


Now think about edge cases—what if there’s no tax deducted on your R185?

This one throws people off. Sometimes, the R185 shows zero tax deducted. Why?

  • The trust or estate income was below the taxable threshold

  • It was paid gross intentionally (especially in bare trusts or estates where tax-free allowances applied)

  • You received capital, not income (e.g., from sale of assets—not taxable as income)


In these cases, don’t try to claim a refund—there’s nothing to reclaim. But still declare the gross income, because HMRC needs to count it toward your personal allowance and overall taxable income.


None of this matters if you miss the deadlines—so mark your calendar

Let’s not sugar-coat it—HMRC is strict about timeframes. If you overpaid tax based on your R185 form, you have 4 tax years from the end of the tax year in which the tax was paid to submit your claim.


Key Deadlines: Claiming Tax Back with R185

Tax Year

Ends On

Final Reclaim Deadline

2021/22

5 April 2022

5 April 2026

2022/23

5 April 2023

5 April 2027

2023/24

5 April 2024

5 April 2028

2024/25

5 April 2025

5 April 2029

So if you’ve got an R185 sitting in a drawer from three years ago—don’t wait. Every day is one day closer to losing that money for good.


Now let’s talk trusts and mental health: It’s more stressful than it looks

Here's something we rarely say out loud: dealing with inheritance, estates, and trusts is often emotionally draining. And then the tax forms arrive—like salt in the wound.

I’ve seen many clients overwhelmed by forms like R185 not because they’re “difficult,” but because they come at stressful life moments—like the death of a loved one or a complex family dispute over money. If this is your situation, pause. Don’t ignore it. But do take it one bit at a time.


You don’t have to become a tax expert overnight. But you do need to know how to use the paperwork properly—or hire someone who does.


Now, business owners—here’s what no one tells you about using R185 in bookkeeping

Let’s say you’re a property developer or you run an investment holding company, and you’ve been named as a beneficiary of a family trust. The trust pays you quarterly, and you get an R185 at year-end.


If you’re not treating that income correctly in your corporation tax accounts, you could either:


  • Understate your taxable profit (triggering penalties), or

  • Fail to claim allowable tax credits for tax already paid by the trust


Solution: Work with a tax accountant who understands trusts, and make sure the R185 is included in your corporation tax working papers. The numbers from the R185 will need to be reflected in both your P&L and CT600 calculations.


Now here’s a checklist to keep you sorted every tax year


Use this annual checklist to make sure you're using Form R185 properly:


Form R185 Annual Checklist (Tax Year 2024/25)

  •  Did you receive income from a trust or estate this year?

  •  Did you receive Form R185 from the trustees/executors?

  •  Have you checked your tax rate vs. tax deducted?

  •  Did you enter it correctly on your Self Assessment?

  •  Are you due a refund?

  •  Did you submit the claim before the 4-year deadline?

  •  Did you file a copy for future reference?


Now the bottom line: This form could save you hundreds—or cost you dearly

If there’s one takeaway here, it’s this: Form R185 is not just a dry piece of admin. It could mean the difference between a smooth tax year and one where you overpay, miss out on refunds, or end up under scrutiny.


Used properly, it gives you clarity, proof, and potentially a nice payout from HMRC.



How to Fill Form R185 (Trust Income): A Question-by-Question Guide with Sample Answers

None of us wakes up thinking about filling in tax forms—especially not something as niche as Form R185 (Trust Income). But if you’ve received income from a UK trust, this form is essential. It provides you with the breakdown of trust income paid to you during the tax year, along with the associated tax paid on your behalf. More importantly, you’ll need this information to fill out your Self Assessment tax return or claim a tax repayment.


So, let’s walk through this form question by question, complete with explanations and sample answers.


Section: The Beneficiary

This part is all about you—the person receiving income from the trust.


Full name of beneficiary

Write your full legal name here.

Sample answer: Thomas Radcliffe


Address

Enter your current UK postal address.

Sample answer: 47 Beechcroft Lane, York, YO1 6NP


Postcode

Sample answer: YO1 6NP


Section: The Trust

This section identifies the trust from which you're receiving income.


Full name of trust

This is the legal name of the trust. Sample answer: Radcliffe Family Discretionary Trust


Unique Taxpayer Reference (UTR) of trust

A 10-digit reference issued by HMRC. It ensures the income can be tracked to the right trust.

Sample answer: 1234567890


Trust agent’s or solicitor’s reference (if applicable)

Some trusts are managed by solicitors or financial advisers. If they use a reference number, enter it here.

Sample answer: TRUST21/YORK


Section: Statement of Income from Trust (Boxes 1–8)

This is where the financial details are broken down.


Box 1: Net payments from non-settlor-interested UK resident trusts (excluding box 2 income), after tax taken off

This shows the actual amount of money you received from a discretionary trust, excluding any settlor-interest income.

Sample answer:

  • Net payment: £5,500

  • Tax credit at trust rate (45%): £4,500


You’ll use both figures when completing the SA107 “Trusts etc.” pages in your Self Assessment. The tax credit represents tax already paid by the trust on your behalf.


Box 2: Total payments from settlor-interested trusts

This applies only if you're receiving income from a trust where the settlor (the person who created the trust) still has an interest in it. This box is only filled in for non-settlors.

Sample answer: £2,000


Note: If you are the settlor, this box should be blank and income will be reported via Form R185(Settlor).


Box 3: Net amount of non-savings income taxed at basic rate

This typically includes UK rental income and certain forms of trading income.

Sample answer:

  • Net income: £1,500

  • Tax deducted: £300


This income is taxed at 20%, and you’ll receive a credit for that tax. However, if you qualify for the property or trading income allowance, you may want to opt out of claiming expenses and use that allowance instead (up to £1,000). You’ll need extra details from the trustees in this case.


Box 4: Net amount of savings income taxed at basic rate

Includes bank interest or income from building society accounts held in the trust.

Sample answer:

  • Net interest received: £450

  • Tax deducted: £90


This income also benefits from the Personal Savings Allowance (£1,000 for basic rate taxpayers in 2024/25), so you may have no further tax to pay.


Box 5: Net amount of income taxed at dividend rate

Covers dividend payments from shares held by the trust.

Sample answer:

  • Net dividend received: £510

  • Tax deducted: £330 (based on 39.35% trust dividend rate)


From April 2024, the Dividend Allowance is £500. That means the first £500 of your dividends could be tax-free, depending on your personal situation.


Box 6: Untaxed income

This includes any income the trust paid to you without deducting tax. Trustees must detail the type of income separately (e.g., rental, trading).

Sample answer: £250 (with a note: “Rental income from a property in Manchester”)


You must declare this income on the appropriate part of your return—usually SA105 for property.


Box 7: Foreign income

This section captures foreign-source income, such as overseas bank interest, dividends, or property income. Trustees must also state any foreign tax paid and UK tax deducted.

Sample answer:

  • Gross foreign income: £800

  • Foreign tax paid: £80

  • UK tax paid: £120


This should be entered in the SA106 “Foreign” pages of your tax return, with columns for each tax component.


Box 8: Stock or scrip dividends

These are shares issued instead of cash dividends. They carry notional tax, which may be used to offset against your liability.

Sample answer:

  • Dividend received: £1,000

  • Notional tax: £100


This goes on the main tax return—not SA107.


Section: Other Key Entries


Box 25: Residential property income

If the trust owns rental property, this box shows how much income or restricted finance costs (like mortgage interest) apply. This links to the changes in landlord tax relief.

Sample answer: £2,200


Box 25.1: Unused residential finance costs from earlier years

Any restricted mortgage interest not claimed in earlier years appears here.

Sample answer: £500


This figure is needed if you’re calculating residential property finance cost tax reductions.


Box 42: Settlement benefit charge

This applies to close family members of the settlor receiving benefits from a non-resident trust. If the income matches protected income, it must be declared.

Sample answer: £1,750

This is rare but important to get right.


Final Step: Trustee Declaration

At the end of the form, the trustee must sign and date to confirm the information is accurate.

Sample answer:

  • Signature: Signed by Eleanor Cartwright

  • Date: 15/04/2025


Wrapping Up: Why Accuracy Matters

Now consider this: if you mistype just one number on this form—or worse, forget to copy it to your tax return—you might:

  • Miss out on a tax refund

  • Underreport income

  • Invite a tax enquiry from HMRC


Filling out R185 is more than just a box-ticking exercise. It’s the key to getting your Self Assessment right and making sure you’re not overpaying tax on income that’s already been taxed once by the trust.




How a Tax Accountant Can Help You with Form R185


How a Tax Accountant Can Help You with Form R185

When dealing with the complexities of tax forms such as the HMRC Form R185, seeking assistance from a professional tax accountant can be invaluable. This article will explore the various ways in which a tax accountant can assist individuals and trustees in dealing with Form R185, ensuring accurate reporting and compliance with tax regulations.


Understanding the Form and Its Importance

  1. Expertise in Tax Regulations: Tax accountants possess in-depth knowledge of the UK's tax laws and regulations. They can explain the purpose of Form R185, its relevance in tax reporting for trust income, and how it impacts your overall tax situation.

  2. Navigating Complex Trust Structures: Trusts can have complex structures and varied income types. A tax accountant can help identify the specific details of the trust and the income it generates, ensuring these are correctly reported on Form R185.


Accurate and Efficient Completion of Form R185

  1. Filling Out the Form Correctly: With their expertise, tax accountants can accurately fill out each section of Form R185. They ensure that all relevant details, such as the trust's name, address, and tax reference number, are correctly entered.

  2. Determining Income Types: Form R185 requires a breakdown of different income types like savings, dividends, or property income. Tax accountants can correctly categorize and report each income type, ensuring that beneficiaries report the correct income on their tax returns.

  3. Calculating Taxes and Deductions: A key aspect of Form R185 is detailing taxes paid and deductions. Tax accountants can accurately calculate and report the taxes deducted at source by the trust and any tax paid on behalf of the beneficiary.


Advising on Tax Liabilities and Rebates

  1. Understanding Tax Implications: Tax accountants can advise beneficiaries on the tax implications of the income received from trusts. They can explain how this income affects their overall tax liability and eligibility for any tax rebates or deductions.

  2. Guidance on Tax Refunds: In cases where the tax paid on trust income is higher than the beneficiary's tax rate, a tax accountant can guide beneficiaries through the process of claiming a tax refund from HMRC.


Dealing with Complex Situations

  1. Handling Non-Resident Trust Income: For beneficiaries receiving income from non-UK trusts, tax accountants can provide specialized advice on reporting this income and understanding the associated tax obligations in the UK.

  2. Advice on Amendments and Corrections: If there are errors in the submitted Form R185, a tax accountant can assist in contacting HMRC and making the necessary amendments to avoid penalties.


Providing Comprehensive Tax Planning

  1. Strategic Tax Planning: Beyond just filling out Form R185, tax accountants can offer strategic advice on tax planning, helping beneficiaries and trustees to optimize their tax positions while remaining compliant with tax laws.

  2. Future Tax Implications: They can also provide insights into the future tax implications of trust income, helping beneficiaries plan their finances more effectively.


Ensuring Compliance and Avoiding Penalties

  1. Avoiding Penalties: Accurate completion of Form R185 is crucial to avoid penalties for incorrect or incomplete information. Tax accountants ensure that all data is accurate and the form is fully compliant with HMRC requirements.

  2. Staying Updated with Tax Laws: Tax laws and regulations can change frequently. A tax accountant stays updated with these changes, ensuring that beneficiaries' tax reporting remains current and compliant.


A tax accountant plays a pivotal role in navigating the complexities of Form R185. From ensuring accurate completion to providing strategic tax advice, their expertise is invaluable in managing trust income and its implications on personal taxation. By engaging a tax accountant, beneficiaries and trustees can ensure that they remain compliant with tax laws, optimize their tax positions, and make informed decisions about their finances.



Summary of All the Most Important Points

  • Form R185 is used to report income received from a trust, estate, or as a settlor where income remains taxable on the settlor.

  • Beneficiaries should copy the income and tax deducted from Form R185 directly into their Self Assessment or form R40 to ensure correct tax treatment.

  • The trust or estate typically deducts tax before distributing income, and this tax must be properly declared to claim credit or avoid double taxation.

  • Different versions of the form apply depending on whether the recipient is a trust beneficiary, estate beneficiary, or settlor—each with specific boxes.

  • Incorrectly declaring gross, net, or tax-paid amounts in the wrong tax return section can lead to overpaying or underclaiming tax.

  • The personal savings allowance and dividend allowance may reduce your tax liability, but cannot be used in all trust income situations (e.g. settlor payments to minor children).

  • Each income type—savings, dividends, property—must be reported in the correct section of SA100, SA107, or SA106, depending on its source and nature.

  • You must retain Form R185 for at least five years, even if you’ve submitted the relevant tax return or claim.

  • If the income was paid gross or was below the taxable threshold for the estate/trust, it may not be reportable or may qualify for allowance-based relief.

  • Settlor-interested trusts create additional responsibilities, as the settlor may owe tax on trust income regardless of who receives the actual payment.





FAQs


Q1: Is Form R185 mandatory for all types of trust or estate income?

A1: No, Form R185 is only issued when tax has been deducted at source or the income must be declared to HMRC. Some trusts, like bare trusts, may not issue it if income is paid gross.


Q2: Can beneficiaries claim a refund if they are non-taxpayers and receive income via Form R185?

A2: Yes, non-taxpayers can use the details on Form R185 to claim a refund through Self Assessment or Form R40 if too much tax has been deducted.


Q3: What is the difference between Form R185 and Form R40?

A3: Form R185 certifies income and tax deducted from a trust or estate, while Form R40 is used to claim a tax refund on that income if no Self Assessment return is submitted.


Q4: Can a company receive and use a Form R185?

A4: Yes, businesses or companies that are beneficiaries of a trust may receive Form R185, but must handle the tax implications through corporation tax filings, not Self Assessment.


Q5: What should be done if the information on Form R185 is incorrect?

A5: The beneficiary should contact the trustee or executor who issued the form to request a corrected version before submitting their tax return.


Q6: Can Form R185 be submitted digitally with Self Assessment?

A6: While you can’t upload the form itself through the standard HMRC portal, you can keep a digital copy and input the data manually into your online tax return.


Q7: Does receiving Form R185 mean you must file a Self Assessment return?

A7: Not always. If you're not otherwise required to complete a return and the tax deducted matches your liability, you might not need to file. But to reclaim overpaid tax, you’ll need to file.


Q8: How can someone tell which version of Form R185 they have?

A8: Each version is titled at the top: “R185 (Estate Income),” “R185 (Trust Income),” or “R185 (Settlor).” The issuing party and context also help identify it.


Q9: What happens if you receive income but no Form R185 is provided?

A9: You should contact the executor or trustee to issue the form. If unavailable, request a written breakdown of gross income, tax deducted, and type of income.


Q10: Is income reported on Form R185 subject to additional tax?

A10: It depends on the recipient’s tax band. If the recipient's rate is lower than the tax already deducted, they may be entitled to a refund. If higher, additional tax may be due.


Q11: Can Form R185 income affect your eligibility for tax credits or benefits?

A11: Yes, the income shown on Form R185 may impact means-tested benefits or tax credits, as it forms part of your taxable income.


Q12: Can you request a duplicate Form R185 if the original is lost?

A12: Yes, you can request a replacement from the issuing trustee or personal representative. It must include the same financial details.


Q13: What are the filing deadlines for using Form R185 to claim tax back?

A13: Claims for overpaid tax based on Form R185 must be made within four years from the end of the relevant tax year.


Q14: Is Form R185 used for income from overseas trusts?

A14: Not usually. Foreign income requires additional documentation and is often reported via SA106 in Self Assessment, although some UK-based trusts with foreign income may still use R185.


Q15: What income types can appear on Form R185?

A15: Common income types include UK dividends, interest, rental income, and occasionally foreign income or insurance policy gains from trust or estate holdings.


Q16: Do trusts issue Form R185 to minors or their guardians?

A16: Yes, if a minor is a beneficiary, the trustees may issue Form R185 in the name of the child, but it must be managed by the parent or guardian for tax reporting.


Q17: Can you use the Dividend Allowance on income from Form R185?

A17: Yes, if the income includes UK dividends, the allowance (currently £500) may apply depending on your other dividend income.


Q18: Is tax already deducted on Form R185 income reclaimable in all cases?

A18: No. Tax is only reclaimable if the amount deducted exceeds what you owe based on your personal tax band. Higher and additional-rate taxpayers may not qualify for refunds.


Q19: How long should someone keep a copy of Form R185?

A19: Individuals are advised to keep Form R185 for at least five years after the Self Assessment filing deadline for the relevant tax year.


Q20: What are the risks of ignoring or misreporting Form R185 income?

A20: Failing to report or misreporting income shown on Form R185 can lead to penalties, loss of refunds, or HMRC inquiries due to mismatched tax data.






The Author:



The Author

Adil Akhtar, ACMA, CGMA, CEO and Chief Accountant of Pro Tax Accountant, is an esteemed tax blog writer with over 18 years of expertise in navigating complex tax matters. For more than three years, his insightful blogs have empowered UK taxpayers with clear, actionable advice. Leading Advantax Accountants as well, Adil blends technical prowess with a passion for demystifying finance, cementing his reputation as a trusted authority in tax education.



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