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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