Sign in

v1

latestOpenAPI 3.0.32026-07-1341895.4 KB
Submit monthly report

Declare monthly report as complete

Use this endpoint to confirm that all data has been submitted.

Declaring a report as complete is a legal confirmation that your monthly reporting obligations are met. It confirms that all required data has been filed by the deadline, but it is not an attestation that the submitted data is correct. After this step, no further data can be added for that month.

The API checks whether the reporting window is open and whether a report has already been submitted for the specified tax year and report month. If either condition is not met, the API returns a 403 Forbidden response.

If the submission completes successfully, the response includes:

  • a confirmation that the report is complete
  • a URL to retrieve the results summary after the reporting window closes
  • a box ID for the Push-Pull Notifications Service (PPNS)
post/monthly/{zReference}/{taxYear}/{month}/declaration

Path parameters

zReferencestring required
Example:Z1234

A unique identifier assigned by HMRC to each approved ISA manager. Format: 'Zxxxx'.

taxYearstring string required
Example:2025-26

Tax year of the report.

month'JAN' | 'FEB' | 'MAR' | 'APR' | 'MAY' | 'JUN' | 'JUL' | 'AUG' | 'SEP' | 'OCT' | 'NOV' | 'DEC' required
Example:APR

Month of the report.

Headers

Accept'application/vnd.hmrc.1.0+json' required
Authorizationstring required

Bearer token for authentication.

Request body

nilReturnboolean required

If true, this indicates a nil return: there is no data to report for the period. It acts as a declaration alongside the general declaration and will override any previous submission for the same period. If false, the API expects data records to have been submitted separately before completion.

Response

Submission completed. Reconciliation results will be available after processing is complete.

reportResultsSummaryLocationstring uri

Use this URL to retrieve the report results summary once the reporting window closes.

boxIdstring guid

Unique identifier of the PPNS box in use for notifications.

Example response

{
  "reportResultsSummaryLocation": "https://test-api.service.hmrc.gov.uk/obligations/declaration/isa/return/monthly/Z1234/2025-26/APR/results/summary",
  "boxId": "1c5b9365-18a6-55a5-99c9-83a091ac7f26"
}