How to verify and submit Form ERS 15

Introduction

From tax year end April 2015, employee related share scheme information must be submitted electronically via HMRC’s Online Service using a spreadsheet template created by HMRC. This template has been incorporated into IRIS Company Secretarial for your ease.

This topic explains how to verify and submit the ERS 15 form to HMRC.

 

  1. From the Company Secretarial menu bar, click Company Forms.

  2. Select the form ERS(15).

  3. Click Print Form.

  1. Form ERS 15 will open in Microsoft Excel.

  2. Save the Excel file to a location of your choice.

  3. Select whether you wish to log the form production in Communications tracking.

 

Verify your populated ERS 15 file with HMRC

  1. Open the following page www.iris.co.uk/ers

  2. Click Check your employment related securities (ERS) files and submit returns.

  3. Click Start Now.

  4. Log into your HMRC gateway and follow the on screen instructions to check your file.

 

Submit your ERS 15 file with HMRC

  1. Open the following page HMRC Online Services.

  2. Log in to your HMRC Online Services and follow the onscreen instructions to upload your file.