Guidance

Other ERS schemes and arrangements: end of year return template, technical note and guidance notes

Use this template or the technical note to create your own template to tell HM Revenue and Customs of non-tax advantaged shares and securities events.

Documents

Other employment related securities schemes and arrangements: end of year return template

This file is in an OpenDocument format

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

On this page you’ll find guidance notes to help complete your end of year template. You can use the template provided above or create your own template using the technical note above. Once completed upload the attachment on the employment related securities (ERS) online service. You can also use the checking service throughout the year to make sure your attachments contain no errors. The checking service is available through the ERS online service.

Get the right software

You’ll need software that can open Document Format (ODF) files, such as a recent version of Microsoft Excel or the free LibreOffice. Download the latest version of LibreOffice.

Published 3 March 2015
Last updated 17 January 2017 + show all updates
  1. The employment related securities schemes and arrangements: end of year return template has been updated.
  2. Other Employment Related Securities: Technical note has been updated.
  3. Other Employment Related Securities: Technical note has been updated.
  4. First published.