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Lifetime ISA submissions to HMRC, made simple.

LISA Manager gives financial institutions a fast, secure way to manage clients and file Lifetime ISA records with HMRC on their behalf — no installs, no fuss.

Why LISA Manager

No setup

SaaS product — no installs required. Sign up and go.

AWS secure

Built on Amazon Web Services for cloud security, performance and storage.

Simple to use

Create a client, link to HMRC and make ISA entries.

Integrates

Can be connected to your existing systems (development required).

For more details, please contact enquiries@mvam.com.

LISA investor details

HMRC's unique identifier for the investor.

The provider's own unique reference number for the investor's LISA account.

The investor's National Insurance number.

The investor's date of birth.

The investor's first name.

The investor's last name.

Life events

Options	Life Event Id	Event Type	Event Date	Message
Actions ▾ Request bonus payment View details View HMRC data

Transactions

Options	Transaction Id	Life Event Id	Event Type	Message	Created
Actions ▾ Supersede View details View HMRC data

Application log

No data

Get a list of all available endpoints

Create a LISA investor

The investor's National Insurance number.

Your own unique reference number for the investor's LISA account.

The investor's first name.

The investor's last name.

The investor's date of birth.

The date of the first deposit into the account.

Close an existing LISA account

Account closure reason

The date the account was closed. This cannot be in the future.

Transfer a LISA account

The investor's ID reference number.

The provider's own unique reference number for the investor's LISA account.

The date of the first deposit into the account - if this is a transfer, use the date of deposit into the account managed by the previous provider. This cannot be in the future.

Creation reason

Transfer account

The previous provider's own unique reference number for the investor's LISA account.

The reference given to the LISA provider when they applied for approval from HMRC.

The date the account transferred from the previous provider to the new one. This cannot be in the future.

Reinstate a LISA account

The provider's own unique reference number for the investor's LISA account.

Modify date of first subscription of a LISA account

The date of the first deposit into the account - if this is a transfer, use the date of deposit into the account managed by the previous provider. This cannot be in the future.

Report a death or terminal illness

The event that has occurred and triggers eligibility for the bonus payment:

Event date:

Send an annual return of information

Event date (yyyy-mm-dd) The date the return of information is sent. This cannot be in the future.

The name of the LISA provider.

Tax year The tax year for the return of information. You cannot give the current tax year. You can only send a return of information for a previous tax year. Give the year that the tax year ends in. For example, for the 2017 to 2018 tax year give 2018.

Market value cash The total value of the cash LISA account. Give the value to the nearest whole pound. Do not include decimal places. For example, send 54.56 as 55. If you give a value for marketValueCash, give a value of 0 for marketValueStocksAndShares and annualSubsStocksAndShares.

Market value stocks and shares The total value of the stocks and shares LISA account. Give the value to the nearest whole pound. Do not include decimal places. For example, send 54.56 as 55. If you give a value for marketValueStocksAndShares, give a value of 0 for marketValueCash and annualSubsCash.

Annual subs cash The total value of subscriptions that the investor deposited into their cash LISA account during the tax year. Give the value to the nearest whole pound. Do not include decimal places. For example, send 54.56 as 55. If you give a value for annualSubsCash, give a value of 0 for marketValueStocksAndShares and annualSubsStocksAndShares.

Annual subs stocks and shares The total value of subscriptions that the investor deposited into their stocks and shares LISA account during the tax year. Give the value to the nearest whole pound. Do not include decimal places. For example, send 54.56 as 55. If you give a value for annualSubsStocksAndShares, give a value of 0 for marketValueCash and annualSubsCash.

Supersede

Original life event Id The lifeEventId of the original return of information affected by the correction. This is used together with the originalEventDate to make sure the right return of information is replaced.

Original event date (yyyy-mm-dd) The event date of the original return of information affected by the correction.

Request the release of funds to buy a property

This is the date of the request to release funds. This cannot be in the future.

This is the amount that the investor has withdrawn from the LISA account. You can include a value up to 2 decimal places.

This is the reference for the conveyancer involved with the property purchase.

Property details

The name or number of the property that you are requesting funds to buy.

The postcode of the property that you are requesting funds to buy.

Supersede

The ID of the fund release affected by the correction.

The eventDate of the fund release affected by the correction. (yyyy-mm-dd)

Request a property purchase extension

The reference number you get when you report a fund release. Must not be provided when correcting an existing extension.

The date the extension is requested. This cannot be in the future. (yyyy-mm-dd)

Event type

Supersede

The ID of the extension affected by the correction.

The eventDate of the extension affected by the correction. (yyyy-mm-dd)

Report the outcome of a property purchase

The reference number you get when you report a fund release. Must not be provided when correcting an existing purchase outcome.

The date the outcome of the property purchase was known. This cannot be in the future. (yyyy-mm-dd)

Property purchase result

The value of the property that the investor purchased. Only include this information if the purchase was completed. You can include an amount up to 2 decimal places.

Supersede

The ID of the purchase outcome affected by the correction.

The eventDate of the purchase outcome affected by the correction. (yyyy-mm-dd)

View a life event

Report a withdrawal charge

This is the start date of the claim period for the withdrawal charge. It must be the sixth day of the month. You cannot enter a date in the future.

This is the end date of the claim period for the withdrawal charge. It must be the fifth day of the month. It has to be the month after the claimPeriodStartDate. (yyyy-mm-dd)

This is the amount that the investor has withdrawn from the LISA account. You can include a value up to 2 decimal places.

This is the amount charged for the withdrawal. You can include a value up to 2 decimal places. If there is a charge made during withdrawal, withdrawalChargeAmount and automaticRecoveryAmount must be the same.

This is the total value of withdrawal charges reported to HMRC for the current tax year to date. You can include a value up to 2 decimal places.

This confirms if the investor was charged and funds were deducted at the time of the withdrawal.

Withdrawal reason

This is the amount HMRC can collect from the LISA manager when a withdrawal charge is due from the investor. This cannot be greater than the withdrawalChargeAmount. If there are no funds available, this value must be 0. If there is a charge made during withdrawal, automaticRecoveryAmount and withdrawalChargeAmount must be the same.

Supersede

The transactionId of the original withdrawal charge affected by the correction or recovery. This is used together with the originalWithdrawalChargeAmount to make sure the right charge is replaced.

This is how much was in the withdrawalChargeAmount in the original request. You can include a value up to 2 decimal places.

The amount to be added to or recovered from the original withdrawal charge.

Reason

Get details of a withdrawal charge

Request a bonus payment

Life event Id The reference number you get when you report a life event.

Period start date (yyyy-mm-dd) The first date in the claim period. The periodStartDate must be the 6th day of the month. You cannot enter a date in the future for periodStartDate.

Period end date (yyyy-mm-dd) The end date of the claim period. The periodEndDate must be the 5th day of the month. It has to be the month after the periodStartDate.

Help to Buy transfer

HTB transfer in for period The total amount of Help to Buy funds in the account during the claim period. You can include an amount up to 2 decimal places.

HTB transfer total YTD The total amount of Help to Buy funds in the account in the tax year to date. You can include an amount up to 2 decimal places. If there is a number in htbTransferInForPeriod, then the number in htbTransferTotalYTD must be greater than 0.

Inbound payments

New subs for period The total value of new qualifying deposits paid into the account during the claim period. You can include an amount up to 2 decimal places.

New subs YTD The total value of new qualifying deposits paid into the account during the tax year to date. You can include an amount up to 2 decimal places. If there is a number in newSubsForPeriod, then the number in newSubsYTD must be greater than 0.

Total subs for period The total amount in the account during the claim period that qualifies for a bonus payment. You can include an amount up to 2 decimal places. The totalSubsForPeriod must always be greater than 0 except when bonusDueForPeriod is 0.

Total subs YTD The total amount in the account during the tax year to date that qualifies for a bonus payment. You can include an amount up to 2 decimal places. The totalSubsYTD must be the same as or more than totalSubsForPeriod.

Bonuses

Bonus due for period The total bonus payment amount due for the claim period. You can include an amount up to 2 decimal places. If you supersede this claim and the supersededReason is "bonus recovery," then the bonusDueForPeriod can be 0. If not, it must always be greater than 0.

Total bonus due YTD The total bonus payment amount due for the tax year to date. You can include an amount up to 2 decimal places. This cannot be less than bonusDueForPeriod.

Bonus paid YTD The total bonus payment that has already been claimed and paid in the tax year to date. You can include an amount up to 2 decimal places.

Claim reason The reason the bonus payment was claimed.

Supersede

Automatic recovery amount This is the amount HMRC can collect from the LISA manager in bonus recovery cases. If there are no funds available, this value must be 0.

Original transaction Id The transactionId of the original bonus affected by the correction or recovery. This is used together with the originalBonusDueForPeriod to make sure the right bonus transaction is replaced.

Original bonus due for period This is how much was in the bonus due for period in the original bonus request.

Transaction result The amount to be added to or recovered from the original bonus.

Reason Confirm whether an additional bonus amount is due or funds need to be recovered.

Get details of a bonus request

Get the payment details for a bonus claim or withdrawal charge

Get a list of all payments and debts in a date range

The first date in the claim period you want to search. This must be the 6th day of the month. This cannot be before 6 April 2017.

The last date of the claim period you want to search. This must be the 5th day of the month. This cannot be in the future, before the startDate, or more than a year after the startDate. It must be at least one month after the startDate.