UK/South Africa Double Taxation Convention

Forms available to claim relief

Please note that these forms are designed for use in connection with the Double Taxation Convention that took effect for UK tax purposes on 6 April 2003. These forms reflect the terms of the new treaty.

The forms are in PDF format. To view a PDF document you must have Adobe Acrobat Reader installed on your machine. If you require this material in large print or Braille please telephone the HMRC Residency helpline. To save a file to your hard drive, right click on the link and choose the save option.

For a claim to repayment of UK tax on income paid before 6 April 2003, please use form XD2/Individual or XD2/Company as appropriate. Forms XD2 are available from HMRC Residency.

Form South Africa / Individual (146K)

• Application for relief at source from UK income tax
• Claim to repayment of UK income tax

This form is for a South African resident individual wanting to claim relief on UK pensions, purchased annuities, interest or royalties.

Form South Africa / Company (144K)

• Application for relief at source from UK income tax
• Claim to repayment of UK income tax

This form is for a South African company or concern wanting to claim relief on UK interest or royalties.