CTM40162 - Particular bodies: credit unions: returns required

ITA07/S887

Credit unions (as for all registered societies/industrial and provident societies) are required to make returns under ITA07/S887 (2) of share interest paid 鈥� ITA07/S874 (5). Such payments of share interest are made gross.

ITA07/S887 requires the society to make a return within 3 months of the end of each accounting period of all payments over 拢15 made to any person. In practice returns are required only for payments of 拢250 and over.

The return should include the name and address of each person to whom such a gross payment of 拢250 or more has been made and the amount paid to each. Returns should be sent to:

HM Revenue and Customs

Centre for National Information

Ground Floor, Government Buildings

Ty Glas

Llanishen

Cardiff

CF14 5ZG

There is information on how the process works for credit unions at:

/government/publications/notes-for-submitting-a-return-under-section-887-of-the-income-tax-act-2007-on-a-spreadsheet

If the return is not delivered then the society will not be entitled to relief from its profits for the amounts paid (CTA09/S500).