ISA managers are required to make an annual return and claim to HM Revenue and Customs. In addition, managers may also make interim claims, for one or more tax months within a tax year.
ISA annual returns and claims must be submitted on forms ISA14. Interim claims must be submitted on forms ISA10.
These documents are available in PDF format. To view a PDF document you must have Adobe Acrobat Reader installed on your computer.
Annual returns and claims must be completed and returned to Savings Schemes Office by 5 October following the end of the tax year to which they relate.
If you have any general queries about annual returns and claims or interim claims, phone 0151 472 6162/6308.