Employment Tax

Share scheme reporting: practical points and troubleshooting

Produced by Tolley in association with Karen Cooper and Jeremy Cavendish, Cooper Cavendish LLP
  • 14 Oct 2021 19:52

The following Employment Tax guidance note Produced by Tolley in association with Karen Cooper and Jeremy Cavendish, Cooper Cavendish LLP provides comprehensive and up to date tax information covering:

  • Share scheme reporting: practical points and troubleshooting

Share scheme reporting: practical points and troubleshooting

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-advantages shares schemes or arrangements:

  1. 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. 2)

    set electronic calendar reminders in the period leading up to the 6 July annual return deadline

  3. 3)

    don’t leave filing the annual return(s) until the last opportunity

  4. 4)

    have all of the information to hand before starting the process – this will make the process much more efficient

  5. 5)

    if an annual retur

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