HM Revenue & Customs

Can I share the contents of this report with others before I submit it

If the 'Event Report' is being compiled by more than one 'person' then its content needs to be visible to all parties completing the report. If the persons compiling the Event Report are not the Scheme Administrator(s) then the Scheme Administrator will have to authorise HMRC to deal with the practitioner before they can to view the Event Report. If an Event Report is being completed by a single practitioner, the Scheme Administrator does not need to authorise HMRC to deal with that practitioner to allow them to view information they have provided. To authorise a practitioner, the Scheme Administrator should go to the Pension Scheme Summary, select 'Practitioner Management' and select 'add a new practitioner'.