Statutory guidance

Shares and securities – statutory return (SEC-01)

Use this spreadsheet to send information about shares and securities if you receive a statutory notice from HMRC.

• From: HM Revenue & Customs
• Published: 3 September 2013
• Last updated: 16 August 2018
  Show all updates

  1. 16 August 2018

     The shares and securities return template has been updated and the shares and securities return example has been removed.

  2. 27 April 2017

     Return template has been updated.

  3. 14 December 2016

     Return template and example have been updated.

  4. 3 September 2013

     First published.

Documents

Shares and securities return template

MS Excel Spreadsheet, 52.4 KB

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Details

You’re legally obliged to send HMRC a return giving the information asked for in the notice.

You’ll need to send the information by the date specified.

The notice you receive explains more about this legal obligation and what HMRC need from you.

You can use the template above to send your information to HMRC.

Get more help on completing your return.