HMRC Employee Share Scheme Annual Return Form

Simplify Your HMRC Employee Share Scheme Reporting

Employee share schemes are a powerful tool for UK businesses to attract and retain talent, but the annual reporting requirements can be complex and time-consuming. This HMRC Employee Share Scheme Annual Return template helps finance teams, HR departments, and company secretaries accurately report option grants, exercises, and releases across EMI schemes, CSOP, SAYE, and SIP arrangements.

Whether you're managing an Enterprise Management Incentive scheme for your startup or overseeing multiple share plans for an established company, this template streamlines the process of collecting the information HMRC requires under Schedule 3 and Schedule 5 reporting obligations. The structured format ensures you capture all necessary details including participant information, grant dates, exercise prices, market values, and tax treatment.

Built for UK compliance teams and professional advisers

This form is designed specifically for UK businesses navigating Companies Act requirements and HMRC tax legislation. It's ideal for finance directors, company secretaries, HR managers handling equity compensation, and professional advisers including accountants and corporate lawyers supporting multiple clients with their annual filing obligations.

Automate your workflow with Stepper

Once submitted, you can use Stepper to automatically route data to your accounting software, notify relevant stakeholders, generate supporting documentation, and create calendar reminders for next year's filing deadline. Connect your form to Companies House integration tools, HMRC software, or your internal compliance tracking systems to create a seamless end-to-end process.

Why use Paperform for regulatory compliance?

Paperform provides the structure and reliability compliance work demands, with SOC 2 Type II certification, detailed audit trails, and the ability to save draft submissions for review before final submission. Conditional logic ensures users only see relevant questions based on their scheme type, reducing errors and making complex regulatory forms more approachable for busy teams working under deadline pressure.