ÀÏ˾»úÎçÒ¹¸£Àû

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
imgtext

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

Access this article and thousands of others like it
free for 7 days with a trial of Tolley+™ Guidance.

Helen Wood
Helen Wood

, Employment Tax


Powered by

Popular Articles

Income tax losses ― overview

Income tax losses ― overviewIncome tax losses can arise due to a number of reasons, but not all losses can be relieved against total income and some losses can only be set against certain types of component income. The table below is a summary of the main reliefs for income tax losses.Summary of

04 Mar 2021 12:19 | Produced by Tolley Read more Read more

Outright gifts

Outright giftsAn outright gift is the most straightforward type of gift. It simply involves the outright transfer of property from one person to another with no conditions attached.This type of gift is most suitable for clients who want to pass over modest amounts, or give to responsible and capable

14 Jul 2020 12:22 | Produced by Tolley in association with Emma Haley at Boodle Hatfield LLP Read more Read more

Gifts with reservation ― overview

Gifts with reservation ― overviewIntroductionA gift with reservation (GWR) arises when an individual ostensibly makes a gift of his property to another person but retains for himself some or all of the benefit of owning the property. The legislation defines a gift with reservation with reference to

14 Jul 2020 11:48 | Produced by Tolley Read more Read more