Policy News Journal - 2015-16

Employment Related Securities: annual returns 11 September 2015

HMRC are concerned by the number of cases in which a company has registered a share scheme for the tax year 2014-15 but has not submitted an annual return.

HMRC has said that this could be due to an oversight in filing an annual return, but think there are likely to be many instances where an error has been made in registering a scheme – for example, by duplicating registrations. Where this is the case the system will still require an annual return to be submitted on the Employment Related Securities (ERS) online service.

HMRC are urging companies with share schemes to check that they have submitted an annual return for each scheme they have registered – including schemes that might have been incorrectly set up.

Companies can easily check whether a return has been submitted: Log into the HMRC online service and access the ERS online service. In this section select View Schemes and Arrangements which will display a table of registered schemes. Select the scheme to be checked and on the following page it will show whether the return for 2014/15 has been submitted. To close a scheme registered in error for 2014/15, once again log into the HMRC online service and access the ERS online service and select View Schemes and Arrangements to display the table of registered schemes. Select the scheme to be closed and on the next screen select 'Enter date of final event'. HMRC recommend in these cases that 6 April 2014 is entered.

There is no need to call HMRC to check whether a return has been submitted.

Employment Related Securities Bulletin No.21 has been published 30 September 2015

HMRC has published the latest Employment Related Securities Bulletin . It has articles about taxation of Restricted Stock Units and ERS online annual returns.

Publication of employee tax advantaged share scheme user manual 6 November 2015

The new Employee Tax Advantaged Share Schemes User Manual (ETASSUM) has been published on the Gov.uk website.

You will notice that it is set out differently to the previous version. If you find something is missing or not working correctly then please use the link that is provided on each page to give feedback. Doing it this way allows HMRC to monitor the feedback and update manual pages quickly.

HMRC are aware of a number of pages where links to other pages within the manual are missing and are in the process of fixing the missing links.

Employee related securities: annual returns 27 November 2015

The Policy Team has received reports that there are some technical issues with HMRC’s IT system which has affected data from some company share scheme returns. You may be asked to submit your return again.

Due to this issue you may be contacted to ask to resubmit your annual return. HMRC will send out separate letters for each share scheme that a return needs to be resubmitted for.

CIPP Policy News Journal

25/04/2016, Page 256 of 453

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