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HMRC registered pension scheme relief at source spreadsheet

Use this spreadsheet to send registered pension scheme relief at source annual information to HM Revenue and Customs (HMRC).

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Pension administrators can now send HMRC their registered pension scheme relief at source information using this Excel spreadsheet. The spreadsheet can be submitted by any of the methods detailed in the notice.

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 have 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 1 February 2018 + show all updates
  1. 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.
  2. The Registered Pension Scheme Relief at Source spreadsheet has been updated.
  3. HMRC is constantly reviewing and updating submission methods and contact details, and the most up to date information will be supplied in the notice.
  4. First published.