Statutory guidance

Payments of interest, dividends, bonuses or other sums (RS-01)

Use the template to send these details if you receive a statutory notice from HM Revenue and Customs (HMRC).

Documents

Return spreadsheet template for payments of interest, dividends, bonuses or other sums

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

An example of a return on a spreadsheet for payments of interest, dividends, bonuses or other sums

This file may not be suitable for users of assistive technology. Request an accessible format.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gsi.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

Details

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

You’ll need to send it within 3 months of the end of the society’s accounting period.

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, there’s also an example of a completed template showing how you should provide the data.

Get more help on completing your return.

Published 20 May 2014
Last updated 27 April 2017 + full page history
  1. Return template has been updated.
  2. The return spreadsheet template and example spreadsheet have both been updated.
  3. The guidance, template and example have been updated.
  4. First published.