Guidance

Submit an Enterprise Management Incentives (EMI) notification

Submit a notification and tell HMRC about a grant of an EMI share option — if you’re an employer.

An Enterprise Management Incentives (EMI) scheme is a tax advantaged share scheme that you can operate if your company has:

  • assets of £30 million or less
  • 250 employees or less

EMI share options can be granted to eligible employees.

Before you submit a notification

  1. Register your EMI scheme — if you have not already done so.

  2. You’ll get a reference number online within 7 days.

  3. Tell HMRC about the grant of an EMI option.

You must tell HMRC:

  • within 92 days of the date of grant — if the option was granted before 6 April 2024
  • by 6 July following the end of the tax year the grant was made in — or you risk losing any tax benefits for you and your employees

If it was granted on or after 6 April 2024, you must tell HMRC about this on or before 6 July following the end of the tax year in which the grant is made.

If you fail to notify HMRC within these deadlines you risk losing any tax benefits for you and your employees.

How to tell HMRC

You’ll need to do one of the following:

  • download a template — if you’re providing details for more than 30 employees
  • go straight to the online service — if you’re providing details for 30 employees or less

If you need a template

  1. Download the EMI notification template.

  2. Complete the template — follow the guidance notes if you need them.

  3. Submit the EMI notification using the online service.

Submit an EMI notification

You’ll need the Government Gateway user ID and password you used when you told HMRC about the Enterprise Management Incentive scheme.

Start now

The online service will not save the details once you have submitted your notification, you may want to take screenshots of each page — if you’re using a template you should save a copy of the file.

What happens next

Keep a copy of the information and the confirmation that HMRC have received your EMI notification for your records.

Updates to this page

Published 4 March 2014
Last updated 10 October 2024 + show all updates
  1. We have updated the guidance with more information about when to tell HMRC about a grant of an Enterprise Management Incentive (EMI) option.

  2. We have updated the guidance with more information about when to tell HMRC about a grant of an Enterprise Management Incentive (EMI) option.

  3. Before you submit your employment related securities return or notification, you need to save a copy of it for your own records. This is because the online service will not save the details and you will not be able to access them again.

  4. More information about how to tell HMRC about a grant of an EMI option has been added.

  5. First published.

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