EMI and share scheme annual return checker and builder
Your employees' data stays on this device. Names, NI numbers and share details are read and checked inside this browser tab. They are never uploaded, never sent to us or anyone else, and never saved in your browser. Closing the tab, or pressing "Clear my data", removes them.
This tool checks the format of your return against HMRC's published rules. It does not give tax advice and is not affiliated with HMRC.
We matched what we could. Change anything that looks wrong. If a value is the same for everyone (for example your PAYE reference), type it in the last box instead.
HMRC needs
Your column
Or the same for every row
First value
3 Results
Where
Type
HMRC sheet
Question
What we found
The list contains row numbers and messages only, saved straight to your computer.
4 Build your HMRC return file
We fill in HMRC's official template, unchanged apart from your rows, ready to upload in the ERS online service. Rows with errors are left out until you fix them.
Before you upload: open the file, check a few rows against your records, and run it through HMRC's checking service in your ERS online account if you want a second check.
Removes your file and results from this tab. Your licence key stays saved.