CALLING TISA MEMBERS – ARE YOU AN ISA MANAGER?
Help shape HMRC new digital service for ISA reporting
HMRC are looking to speak with ISA Managers as well as Third Parties who submit ISA returns on behalf of ISA Managers about the new digital service. The research will focus on monthly reporting, including both file upload and API (software application) submissions.
HMRC would welcome feedback from organisations with relevant experience to help shape and improve the service. The sessions are 1 hour long and will be held on the following dates:
9–10 March
Who: Third Parties
Focus: Monthly reporting via file upload when submitting on behalf of ISA Managers
17–19 March
Who: Organisations planning to use an API on or after April 2028 for monthly reporting
Focus: Feedback on the API schema and service guide
23 March
Who: ISA Managers
Focus: Monthly reporting via file upload, with particular emphasis on feedback on the data you will be sending to HMRC
By taking part, you will have the opportunity to share practical feedback and help ensure the service works well for the organisations that will use it.
HOW TO GET INVOLVED
If you are interested in one of the above opportunities, please email Dave Beaston at enquiries@tisa.uk.com who will be able to put you in touch with HMRC.