Collection
Employment related securities return templates and forms
Use these forms and templates for employment related securities annual returns.
You must make your employment related securities annual return online and attach the appropriate spreadsheet template if you have something to report. You can use the technical notes to create your own templates.
End of year return templates and guidance notes
- CSOP: end of year return template, technical note and guidance notes
- EMI: end of year return template and guidance notes
- Other ERS schemes and arrangements: end of year return template, technical note and guidance notes
- Save As You Earn: end of year return template and guidance notes
- Share Incentive Plan: end of year template, technical note and guidance notes
- Enterprise Management Incentives (EMI) notification template
Forms and templates for previous years
Published 6 November 2014
Last updated 10 February 2015 + show all updates
Last updated 10 February 2015 + show all updates
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Following publication of the revised templates on 9 February, some customers are experiencing problems when downloading in Excel. Whilst we fix these issues the templates have been temporarily withdrawn.
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First published.