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.

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 HMRC.

Published 28 November 2014
Last updated 15 March 2019 + show all updates
  1. The Annual return spreadsheet for ISA managers has been updated to accept National Insurance numbers starting with QQ.
  2. The 'Annual return spreadsheet for ISA managers' has been updated to explain the conditional formatting requirements.
  3. The 'Annual return spreadsheet for ISA managers' has been updated for 2019.
  4. The attachment Annual return spreadsheet for ISA managers has been updated for 2018.
  5. Annual return spreadsheet template for ISA managers has been updated.
  6. Annual return spreadsheet template for ISA managers has been updated.
  7. First published.