Upload Pension Return (Non-Occupational / SIPP) CSV File

Step 1 - Ensure that you have prepared your Pension Return (Non-Occupational / SIPP) spreadsheet document and have saved it in a CSV file format ready to be uploaded. If you have not done this please go back to download the Pension Return (Non-Occupational / SIPP) spreadsheet document from "Download Spreadsheet" in the Tasking Zone. Also, please complete the HMRC Pension Efile Setup with Scheme Administrator / Practitioner Details.


Click Browse to Select Pension Return (Non-Occupational) Header CSV file.


Click Browse to Select Pension Return (Non-Occupational) Details CSV file.


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I declare that to the best of my knowledge and belief, the information given in this tax return is correct and complete.

I understand that if I have made a false statement on this tax return, I may be liable to a penalty, and that false statements may also lead to prosecution.


Please note - it will take about 3 minutes, depending on the quantity of data, to complete the uploading and validating process. Please do not click on any Tasking Zone button during this time. If you do the file upload will be aborted.

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