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L'înformâtion et les sèrvices publyis pouor I'Île dé Jèrri

Methods of submission for the EU Savings Directive

​​If you are a Jersey paying agent, you must send us EUSD information by 30 March each year. From 1 January 2015 (for reporting by 30 March 2016) the option of the 35% retention tax has fallen away.

Moving to automatic exchange of information

Transfer of f​iles

If you are a paying agent, we have developed an application that processes files created by you. 

Use the EUSD disclosure transfer application link to validate your disclosure and either send the file to us by email or copy it to a ​CD and send it to us in the post.​​​

You'll find a link ​to the EUSD ​​disclosure transfer application using the link​ below.

​European Savings Directive ​for agents on the Jersey Tax website​

Excel template​

​We also have an Excel template that you can use. The completed Excel template can either be sent by email, or copied onto a CD and sent to us in the post.

Download​ ​Excel EUSD template (size 38kb)​​​​

File specif​​ication​​​

The file specification section below provides you with guidance when creating your own EUSD files for submission.

You need one header line with the sender's information, then multiple lines for each client / account / currency.

Each record (or 'line') should be terminated by CR / LF and each field should be separated by commas with data ringed by double quotes.

All fields must be completed. If there is no data, the comma separators must be included to maintain the offsets.

The first line of file must be the header line, as follows:

DescriptionFormatPresents
Date of submissionYYYYMMDD or DDMMYYYYmandatory
Paying agent tax refAA99999Amandatory
Company Namemaximum 90 charactersmandatory
Address line 1maximum 50 charactersmandatory
Address line 2maximum 50 charactersmandatory
Address line 3maximum 50 charactersoptional
Address line 4maximum 50 charactersoptional
Address line 5maximum 50 charactersoptional
Post codemaximum 10 charactersmandatory
PeriodYYYYmandatory

Client records: one line per client per currency:

DescriptionFormatPresents
Member country2 Character OECD codemandatory
Titlemaximum 40 charactersoptional
Name 1maximum 50 charactersmandatory
Name 2maximum 50 charactersmandatory
Address line 1maximum 50 charactersmandatory
Address line 2maximum 50 charactersoptional
Address line 3maximum 50 charactersoptional
Address line 4maximum 50 charactersoptional
Address line 5maximum 50 charactersoptional
Post codemaximum 10 charactersoptional
Account Number or Identifiermaximum 34 charactersmandatory
Date of birth *DDMMYYYY or YYYYMMDD
Place of birth *No maximum length* at least 1 of the 3
TIN (Tp Id No) *Maximum 40 characters
Currency code

ISO 3 digit

mandatory

Interest amount

11 pre decimal point 2 post

mandatory

Paper-ba​sed disclosure

You can also make a paper-based disclosure. It should contain the information detailed above with a new ​​page for each change of country and be posted to us.​

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