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Share scheme reporting ― practical points and troubleshooting

Produced by Tolley in association with
Employment Tax
Guidance

Share scheme reporting ― practical points and troubleshooting

Produced by Tolley in association with
Employment Tax
Guidance
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Set out below are some general practical points and troubleshooting ideas that may be useful in relation to completing any of the annual report templates required for tax-advantaged or non-tax advantaged shares schemes or arrangements:

  1. •

    be organised and keep good records relating to the operation of the company’s share scheme(s) or arrangements, whether tax-advantaged or non-tax advantaged

  2. •

    set electronic calendar reminders in the period between the end of the tax year (5 April) and the 6 July ERS annual return deadline

  3. •

    do not leave filing the annual return(s) until the last opportunity ― the HMRC website has been known to crash multiple times as the deadline approaches

  4. •

    have all the information to hand before starting the process ― this will make

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Helen Wood
Helen Wood

, Employment Tax


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