ISA annual returns: electronic text file specification

Guidance for ISA managers for use with the returns submitted from March 2014.


Annual Returns of information guidance for ISA managers

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These notes provide guidance for ISA managers on how to submit annual returns of information in the form of an Electronic Flat Text File via Secure Electronic Transfer (SET) or on permitted media.

Published 27 December 2013
Last updated 5 March 2018 + show all updates
  1. The Annual Returns of information guidance for ISA managers has been updated for 2018.
  2. New attachment added containing content changes relating to returns submitted for tax year 2017 onwards.
  3. First published.