Guidance

Company Share Option Plan (CSOP): end of year return template, technical notes and guidance notes

Use the template or technical notes to create your own template to tell HMRC of registered tax advantaged Company Share Option Plan (CSOP) options.

Documents

Company Share Option Plan: end of year return template — from 2023 to 2024 tax year

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Company Share Option Plan: end of year return template — before the 2023 to 2024 tax year

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

To complete your end of year template for a Company Share Option Plan (CSOP) either:

  • use HMRC’s end of year return template
  • create your own template using the technical notes

Use the guidance notes to help you fill in specific sections of the template.

Check that you’re using the correct template for the tax year you’re submitting a return for. If you don’t use the correct template, it will not be processed correctly through the employment related securities online service and may result in delays.

After completing your template, you can:

Updates to this page

Published 3 March 2015
Last updated 6 April 2024 + show all updates
  1. Company Share Option Plan: end of year return template — from 2023 to 2024 tax year has been added to the page.

  2. We have added Company Share Option Plan guidance and technical notes for the April 2024 changes.

  3. The Company Share Option Plan: end of year return template from 6 April 2023 has been added. The guidance and technical notes for on or before 5 April 2023 have been removed.

  4. The changes from 6 April 2023 Company Share Option Plan: guidance notes and Company Share Option Plan: Technical note have been added.

  5. Company Share Option Plan: Technical note has been updated.

  6. Company Share Option Plan: Technical note has been added to the page.

  7. First published.

Sign up for emails or print this page