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.

Documents

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

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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:

Updates to this page

Published 3 March 2015
Last updated 5 April 2023 + show all updates
  1. 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. 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. The employment related securities schemes and arrangements: end of year return template has been updated.

  4. Other Employment Related Securities: Technical note has been updated.

  5. Other Employment Related Securities: Technical note has been updated.

  6. First published.

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