Guidance

Save As You Earn: end of year return template and guidance notes

Use this template or the technical note to create your own template to tell HM Revenue and Customs of registered tax advantaged Save As You Earn (SAYE) options.

Documents

Save As You Earn: end of year template

This file is in an OpenDocument format

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Details

On this page you’ll find guidance notes to help you complete your end of year template. You can use the template 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 10 June 2016 + show all updates
  1. Save As You Earn: Technical note has been updated.
  2. Save As You Earn: Technical note has been added to the page.
  3. First published.