Guidance

Annual return spreadsheet template for ISA managers

Use this spreadsheet to make an annual return of information to HM Revenue and Customs if you’re an Individual Savings Account (ISA) manager.

Documents

Annual return spreadsheet for ISA managers

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Details

Use this spreadsheet template if you are an ISA manager and you need to submit an annual return to HM Revenue and Customs.

Published 28 November 2014
Last updated 2 March 2018 + show all updates
  1. The attachment Annual return spreadsheet for ISA managers has been updated for 2018.
  2. Annual return spreadsheet template for ISA managers has been updated.
  3. Annual return spreadsheet template for ISA managers has been updated.
  4. First published.