Guidance

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 HMRC of registered tax advantaged Share Incentive Plan shares.

From:
HM Revenue & Customs
Published
3 March 2015
Last updated
5 April 2023 — See all updates

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Share Incentive Plan: end of year template

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Share Incentive Plan: guidance notes

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Share Incentive Plan: technical note

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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 or create your own template using the technical note. 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.

Published 3 March 2015
Last updated 5 April 2023 + show all updates

  1. The Other employment related securities schemes and arrangements: end of year return template from 6 April 2023 has been added. The guidance and technical notes for on or before 5 April 2023 have been removed.

  2. The changes from 6 April 2023 Share Incentive Plan: guidance notes and Share Incentive Plan: technical note have been added.

  3. Share Incentive Plan: Technical note has been updated.

  4. Share Incentive Plan: Technical note has been added to the page.

  5. First published.

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