ERS reporting

Never miss an HMRC deadline again

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FCA Regulated

ISO‑27001 certified

Top rated UK platform

AS FEATURED

Reliable reporting

Why it works

HMRC-friendly

Every step maps to what HMRC actually asks for, so nothing gets missed or filed the wrong way.

Deadlines covered

We track your 6 July return and EMI notification windows, and remind you before they're due.

Fewer blanks to fill

Your scheme data feeds straight into HMRC's templates, cutting down on manual entry and errors.

SEE IT IN ACTION

Modern scheme management

CREDIBILITY

FCA-regulated & ISO 27001 certified

Share plan admin carries real financial, legal, and operational responsibility. Vestd is built with the expertise, integrity, and security that responsibility demands.

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COMPLIANCE

Deadlines tracked automatically

Share scheme registration, EMI notifications, and the 6 July return flagged well ahead of time, plus all the information you need in one place.

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CONFIDENCE

Synced with Companies House

Filings stay aligned across HMRC and Companies House, with forms like SH01s generated automatically. Enjoy accuracy, always.

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CLARITY

One source of truth

The same live data behind your cap table feeds your ERS filings - no reconciling spreadsheets. Plus, all agreements and documentation are safely stored in one place.

CREDIBILITY

COMPLIANCE

CONFIDENCE

CLARITY

How easyStorage scaled locally with simplified operations

"The platform gives us the flexibility to evolve as we grow; whether it’s incentivising leaders, bringing in new franchisees, or managing investment rounds. It means we can focus on execution, knowing the equity side is handled properly."

Tim Slesinger

CEO · easyStorage

INFRASTRUCTURE FOR EVERY TEAM

One platform. Multiple teams.

Finance, HR, CEOs and Ops each get the view they need - without ever leaving Vestd.

For CEOs

Design a custom share scheme

For Finance

Audit‑ready reporting

For HR

Shareholder communications

For Operations

Equity management

- Discuss the tax-advantaged share schemes available

- Set conditions and milestones for your team to reach to unlock their equity

- Model future scenarios and investment rounds

- How to navigate the Vestd platform for total control of your equity

- Auto‑generated audit trails for every grant, vest and exercise

- One‑click compliance reports for the board and auditors

- Direct HMRC submissions

- Companies House integration guarantees accuracy and reduces risks

- Employee dashboards - vesting, ownership tracking, all in one place

- Automated leaver workflows

- Shareholder communications keep your team engaged and updated

- Set conditions to eliminate risk, while motivating recipients to reach their goals.

- Replace fragile spreadsheets with one source of truth

- Companies House integration - filings stay in sync

- Live cap table and modelling tools make ownership scaleable

- Automated workflows for share scheme design

IMPLEMENTATION

Migrate an existing scheme

Real specialists. Real support. Make the move, and we’ll handle the rest.

Step 1

Audit

We manage the whole move. Tell us where you're coming from, and we'll take care of the rest.

Step 2

Design

Configure your scheme on Vestd. Set custom goals and milestones. We're here to help guide you.

Step 3

Migrate

We'll migrate all relevant ownership data, if something looks unusual, we’ll flag it early.

Step 4

Launch

Once you’re live, our support team is on hand to help you get comfortable with the platform and answer any questions.

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Frequently asked questions

What is ERS reporting?

ERS (Employment Related Securities) reporting is how HMRC keeps track of any shares or share options you give to employees or directors. If your company runs a share scheme, you'll need to register it through the ERS service, notify HMRC of certain events, and file an annual return, even in years with no activity.

Do I need to register my scheme before I can report anything?

Yes. You can't notify HMRC of grants or submit a return until the scheme is registered on HMRC's ERS service. This has to be done by someone within the company, not an accountant or agent, though they can help with the actual notifications and returns once it's set up.

How long does registration take?

If you don't already have PAYE set up on your account, it can take up to three weeks. There's also roughly a 24-hour delay between registering the scheme and being able to complete your first notification, so it's worth getting this sorted well ahead of any deadline.

Do I need to register a new scheme every year?

It depends on the scheme type. For EMI, you only register once, and every future grant gets notified under that same scheme. For growth shares, you'll need to register a new scheme each time you issue a new batch.

When do I need to notify HMRC about an EMI grant?

For EMI options granted before 6 April 2024, you had 92 days from the grant date. For anything granted on or after 6 April 2024, the deadline is 6 July following the end of the tax year in which the grant was made.

Do CSOP, growth shares, and unapproved options need a separate grant notification like EMI does?

No. CSOPs, unapproved options and growth shares are reported through your annual return rather than a one-off notification.

What is the annual return deadline?

6 July each year, for every scheme you have registered. This applies whether or not anything actually happened during the tax year. If nothing happened, you still need to file, just as a nil return. You'll be asked whether there were any reportable events, and you simply select "no".

What happens if I miss the deadline?

HMRC penalties kick in automatically. It starts at £100, rising to an extra £300 after three months, another £300 at six months, and then £10 a day if it drags on past nine months. On top of that, a missed EMI notification can put the whole tax-advantaged status of the scheme at risk for both the company and your employees.

Does exercising an option need to be reported too?

Yes, any exercise event needs to go into your annual notification to HMRC.

How can Vestd help with all this?

Vestd keeps your scheme data organised and ready to go, with pre-filled docs, forms and deadline reminders to help you stay on top of registrations, notifications, and returns (so you're not scrambling every July). Book a demo to see how it works.