Guidance

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

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

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

Documents

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

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On or before 5 April 2023 Other employment related securities schemes or arrangements: guidance notes

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On or before 5 April 2023 Other Employment Related Securities: technical note

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From 6 April 2023: Other Employment Related Securities: technical note

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From 6 April 2023 Other employment related securities schemes or arrangements: guidance notes

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Details

You should read the changes from:

  • 6 April 2023 Other employment related securities schemes or arrangements: guidance notes
  • Other Employment Related Securities: technical note

These tell you about the changes being made to the Other Employment Related Securities end of year template from 6 April 2023.

If you a submitting a return on or before 5 April 2023, you should refer to the On or before 5 April 2023 Other Employment Related Securities guidance and technical note.

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 528 AprilFebruary 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 Other employment related securities schemes or arrangements: guidance notes and Other Employment Related Securities: technical note have been added.

  3. The employment related securities schemes and arrangements: end of year return template has been updated.

  4. Other Employment Related Securities: Technical note has been updated.

  5. Other Employment Related Securities: Technical note has been updated.

  6. First published.