Guidance

Bank, Building Society Interest and Other Interest returns

Understand the requirements for making Bank, Building Society Interest (BBSI) and Other Interest (OI) returns to HMRC.

Documents

Notes for reporting Bank, Building Society Interest returns for 2018 to 2019

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Notes for reporting Other Interest returns for 2018 to 2019

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Changes between 2017 to 2018 and 2018 to 2019 Bank, Building Society Interest and Other Interest returns

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Notes for reporting Bank, Building Society Interest returns for 2017 to 2018

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Notes for reporting Other Interest returns for 2017 to 2018

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Changes between 2016 to 2017 and 2017 to 2018 Bank, Building Society Interest and Other Interest returns

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Electronic Flat Text File Specification for Bank, Building Society Interest returns 2018 to 2019

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Electronic Flat Text File Specification for Other Interest returns 2018 to 2019

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Electronic Flat Text File Specification for Bank, Building Society Interest returns 2017 to 2018

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Electronic Flat Text File Specification for Other Interest returns 2017 to 2018

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Custodian flowchart Other Interest

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Problem solver guidance for financial institutions

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Submission document

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Bank, Building Society Interest spreadsheet for HMRC references beginning A or B 2018 to 2019

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Bank, Building Society Interest spreadsheet for HMRC references beginning A or B 2017 to 2018

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Other Interest spreadsheet for HMRC references beginning S or L 2018 to 2019

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Other Interest spreadsheet for HMRC references beginning S or L 2017 to 2018

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Details

Find out about making interest payments to HMRC under schedule 23 to FA 2011.

Published 1 April 2014
Last updated 20 February 2019 + show all updates
  1. The 2017 to 2018 and 2018 to 2019 versions of the Bank, Building Society Interest spreadsheet for HMRC references beginning A or B have been updated.
  2. The 2018 to 2019 Bank, Building Society Interest and Other Interest spreadsheet templates have been added, and the 2017 to 2018 versions have been replaced.
  3. Bank, Building Society Interest 2018 to 2019 guidance notes and flowcharts added.
  4. Multiple documents removed for the 2016 to 2017 tax year. Multiple documents added for the 2017 to 2018 tax year.
  5. This guidance has been updated with the latest information on reporting interest payments for 2017 to 2018.
  6. Updated guidance available.
  7. First published.