Share Incentive Plan: end of year 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 registered tax advantaged Share Incentive Plan shares.


Share Incentive Plan: end of year template

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On this page you’ll find guidance notes to help you 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.

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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. Share Incentive Plan: Technical note has been updated.
  2. Share Incentive Plan: Technical note has been added to the page.
  3. First published.