Form

HMRC registered pension scheme relief at source spreadsheet

Use this spreadsheet to send registered pension scheme relief at source annual information to HMRC.

Documents

HMRC registered pension scheme relief at source spreadsheet

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Details

Pension administrators can now send HMRC their registered pension scheme relief at source information using this Excel spreadsheet.

Email HMRC to ask for this form in Welsh (Cymraeg).

How to send your completed spreadsheet

When you’ve completed the spreadsheet, you must change the file name following the format of the original file name, before you send it to us. You must change the file name to show:

  • your own P reference
  • the correct sub reference
  • the batch number
  • the total number of batches
  • the tax year

This form should reach us no later than 5 July following the end of the tax year. If outstanding after that date we will not process any future interim claims until the return is successfully submitted.

If you’ve any queries regarding submitting your return you can contact the Centre for National Information by email: cni.firm@hmrc.gsi.gov.uk or Telephone: 03000 582 413.

Published 27 August 2013
Last updated 6 April 2018 + show all updates
  1. The HMRC registered pension scheme relief at source spreadsheet has been updated, and new instructions for sending the spreadsheet have been added.
  2. The registered pension scheme relief at source spreadsheet has been updated. Pension scheme administrators should use it for all annual returns of information, including late returns from previous tax years.
  3. The Registered Pension Scheme Relief at Source spreadsheet has been updated.
  4. HMRC is constantly reviewing and updating submission methods and contact details, and the most up to date information will be supplied in the notice.
  5. First published.