Guidance

Annual return spreadsheet template for ISA managers

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

From:
HM Revenue & Customs
Published
28 November 2014
Last updated
26 March 2021 — See all updates

Documents

Annual return spreadsheet for ISA managers

MS Excel Spreadsheet, 70.6 KB

This file may not be suitable for users of assistive technology.

Request an accessible format.
If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

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

Published 28 November 2014
Last updated 26 March 2021 + show all updates

  1. Annual return spreadsheet template for ISA managers has been updated.

  2. The Annual return spreadsheet for ISA managers has been updated to accept National Insurance numbers starting with QQ.

  3. The 'Annual return spreadsheet for ISA managers' has been updated to explain the conditional formatting requirements.

  4. The 'Annual return spreadsheet for ISA managers' has been updated for 2019.

  5. The attachment Annual return spreadsheet for ISA managers has been updated for 2018.

  6. Annual return spreadsheet template for ISA managers has been updated.

  7. Annual return spreadsheet template for ISA managers has been updated.

  8. First published.

Related content