Create UK Dividend
Complete a Create UK Dividend page for each of your client’s share holdings.
Enter the following information:
- Name of company.
- Description of holding.
- Dividend type: select normal, stock or other dividend.
- Date shares obtained.
- Date of share disposal.
- Payment date, shareholding and Net dividend received. The Tax credit and Gross figures will be calculated from the entered Net figure. An additional Payment date, shareholding and Net dividend received row will appear when all existing rows are populated. To delete a row, click the cross to the left of the Payment date.
Select Save and Close from the Save drop-down menu, to save the information you have entered and return to Investment Income. Select Save and New from the menu to save the information you have entered and to open a fresh Create UK Dividend page.