Annual returns of statistical information for ISA managers

Individual Savings Account (ISA) managers are required to make an annual return of statistical information to the HM Revenue & Customs.

Managers may make:

  • a single return of subscriptions and market value details on form ISA14a(stats) for ‘adult’ ISAs and form JISA 14a(stats) for Junior ISAs
  • separate market value and subscription returns on forms ISA14(stats) and ISA25(stats) for ‘adult’ ISAs and forms JISA 14 (stats) and JISA 25(stats) for Junior ISAs

These documents are available in PDF format. To view a PDF document you must have Adobe Acrobat Reader installed on your computer.

Annual returns of statistical information must be completed and returned to the ISA team within 60 days of the following reporting dates:

  • 5 April of each year
  • the date on which the manager ceased to qualify, or act, as a manager

If you have any general queries about the annual returns of statistical information Tel 0151 472 6162/6308.