Guidance

Non-tax advantaged share schemes: end of year return template, technical note and guidance notes

Use the template or technical note to create your own template to tell HMRC of other non-tax advantaged shares and securities events.

• From: HM Revenue & Customs
• Published: 3 March 2015
• Last updated: 5 April 2023 — See all updates

Documents

Other employment related securities schemes and arrangements: end of year return template

ODS, 17.3 KB

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Other employment related securities schemes or arrangements: guidance notes

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Other Employment Related Securities: technical note

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Details

To complete your end of year template for other non-tax advantaged share schemes either:

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

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

After completing your template, you can:

• avoid delays in your submissions by checking your files for formatting errors
• submit your return

Published 3 March 2015
Last updated 5 April 2023 + show all updates

1. 5 April 2023

   The Other employment related securities schemes and arrangements: 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.

2. 28 February 2023

   The changes from 6 April 2023 Other employment related securities schemes or arrangements: guidance notes and Other Employment Related Securities: technical note have been added.

3. 17 January 2017

   The employment related securities schemes and arrangements: end of year return template has been updated.

4. 10 June 2016

   Other Employment Related Securities: Technical note has been updated.

5. 29 February 2016

   Other Employment Related Securities: Technical note has been updated.

6. 3 March 2015

   First published.