Return Templates
Download and manage standardized return templates
Monthly Returns
Template for monthly pension contributions and transactions
Quarterly Returns
Template for quarterly investment returns and portfolio analysis
Annual Returns
Template for annual financial statements and reports
Template Version History
| Template | Version | Release Date | Changes | Actions |
|---|---|---|---|---|
| Monthly Returns | v2.1 | 15 Jan 2024 | Added new fields for compliance tracking | |
| Monthly Returns | v2.0 | 1 Dec 2023 | Major update with new validation rules | |
| Quarterly Returns | v1.8 | 1 Jan 2024 | Updated investment categories |
Template Guidelines
- Always use the latest version of templates for submissions
- Do not modify the structure or formatting of the templates
- Ensure all required fields are filled before submission
- Follow the data format specifications in the template guide
- Contact support if you encounter any issues with the templates