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Employee share acquisition relief

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See Also

Expense analysis | Profit and loss account / Income statement (D schedule)


Select from the following headings:

Background | Developing the schedule | Completing the Schedule | Standard Sub-Schedules | Carry Forward | Related Errors


Background

This schedule enables the user to track the amounts accrued for the purpose of employee share acquisitions and also provides an analysis of the corporation tax relief available for this purpose under FA 2003 sch 23.

Note: This schedule is available for files from FY 2004. Any comments received will be used to update the schedule for future releases.

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Developing the schedule

Copies of the schedule may be obtained by using the Develop option from the D schedule or any Expense and income analysis schedule, and selecting Provisions and reserves then Employee share acquisition relief.

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Completing the schedule

The user is required to enter the balance at the beginning of the period, the charge to profit and loss (which is disallowed) and the balance relating to any amounts awarded/options granted to employees.

The balance relating to any amounts awarded is then used to calculate the relief available under FA 2003 sch 23 in conjunction with the excess of the market value over this amount and any consideration received for the award, also entered by the user.

Investment companies

The relief is treated as an allowable expense of management. The profit and loss charge must be handled separately through expenses of management in the normal manner.

Multiple trade companies

Both the amounts charged to profit and loss and the relief available under FA 2003 sch 23 must be analysed between trades.

Long periods of account

Relief available under FA 2003 sch 23 must be analysed between periods.

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Standard sub-schedules

The schedule has no standard sub-schedules.

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Carry forward

On carry forward, this schedule is automatically developed in the subsequent computation if it is present in the prior year computation. In the subsequent computation the balance at the beginning of the period is automatically completed.

 

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Related errors

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