EMI: end of year return template and guidance notes
- HM Revenue & Customs
- Part of:
- Employment related securities: return templates, technical notes, forms and templates for previous years, Employment related securities, and Tax agent and adviser guidance
- 3 March 2015
- Last updated:
- 10 June 2016, see all updates
Use this template or the technical note to create your own template to tell HM Revenue and Customs of registered Enterprise Management Incentives (EMI) options.
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On this page you’ll find guidance notes to help you complete your end of year template. You can use the template provided above or create your own template using the technical note above. Once completed upload the attachment on the employment related securities (ERS) online service. You can also use the checking service throughout the year to make sure your attachments contain no errors. The checking service is available through the ERS online service.
Get the right software
You’ll need software that can open Document Format (ODF) files, such as a recent version of Microsoft Excel or the free LibreOffice. Download the latest version of LibreOffice.
Published: 3 March 2015
Updated: 10 June 2016
- Enterprise Management Incentive scheme: Technical note has been updated.
- Enterprise Management Incentive scheme: Technical note has been added to the page.
- First published.