188体育

Compile, save and submit an Event Report

You can compile and save your Event Report on the service and return to submit it later. It will stay on the service until you鈥檝e completed the declaration and submitted it.

You must use the to submit any new聽Event Reports for the tax year 2023 to 2024 onwards.

If the pension scheme has a pension scheme tax reference beginning with 鈥�0鈥�, you鈥檒l need to have migrated your pension scheme to the managing pension schemes service to be able to do this.

If the pension scheme has wound up, you must report this to HMRC within 3 months of the scheme wind up completing.

Compiling an Event Report

When compiling an聽Event Report on the managing pension schemes service, for certain events, you can choose to either:

• manually enter the data
• upload a CSV file directly on to the service to populate the report

The function for uploading a CSV file is available for the tax year:

• 2023 to 2024
  • Event 1
  • Event 6
  • Event 22
  • Event 23
• 2024 to 2025 onwards
  • Event 1
  • Event 22
  • Event 23
  • Event 24

For all other events, you鈥檒l need to enter the details manually.

Uploading a CSV file

You鈥檒l need to upload files in CSV format. The CSV file templates are available on the service. You鈥檒l need to upload a different file for each event.

You should use one CSV file to report all members for each event.

If you upload more than one file for the same event, the original file will be overwritten.

You can manually add more entries for the same event after you鈥檝e uploaded a file for the event. You cannot manually enter members details first and then upload a file. If you do, the manual entries will be overwritten for that event.

Amend an Event Report

You can amend the latest version of a compiled or submitted聽Event Report.

You can make further changes to a report that you鈥檝e already submitted. You鈥檒l need to do this manually, on the managing pension schemes service. You鈥檒l not be given the option to upload a CSV file.

Once you鈥檝e submitted your amendments, you鈥檒l be able to see what鈥檚 changed from the previous submitted version of the report.

If you submit an amended report for Event 1, which increases the charge amount, you鈥檒l receive a new charge notification in the post. You鈥檒l then be able to see the new charge reference on the 鈥榩ayments and charges鈥� screen.

View and search submitted Event Reports

To view any submitted report on your pension scheme鈥檚 record, select 鈥榁iew or change past Event Reports鈥�.

Making聽Event Report聽payments

A charge reference will not be created as soon as you submit an event report that includes Event 1. Once the charge has been created you鈥檒l receive a notification in the post, this will include a charge reference. You should use the charge reference when making a payment so that the payment is properly allocated. You鈥檒l find the charge reference and other financial information in the 鈥榩ayments and charges鈥� screen for your scheme.

If you need to make a payment prior to receiving a charge reference, you must use your pension scheme tax reference and contact us so we can make sure the payment is properly allocated.

Request a refund or reallocation of payments

If you鈥檝e made an聽Event Report聽payment for a submitted report, you can ask for a refund or reallocation.

Submit or amend historic Event Reports

If your pension scheme was registered through the managing pension schemes service, the earliest聽Event Report you鈥檒l be able to compile and submit using the service is for the tax year 2023 to 2024.

If you need to file or amend an earlier report for a scheme with a pension scheme tax reference beginning with 鈥�2鈥�, you should send an email to: [email protected], putting 鈥楨vent Report聽鈥� Managing Pension Schemes鈥� in the subject line.