Guidance

Annual return spreadsheet template for ISA managers

Spreadsheet for Individual Savings Account (ISA) managers that is used to make an annual return of information to HM Revenue and Customs.

Document

Annual return spreadsheet for ISA managers

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 31 October 2016 + show all updates
  1. Annual return spreadsheet template for ISA managers has been updated.
  2. Annual return spreadsheet template for ISA managers has been updated.
  3. First published.