How to create, edit, and delete dividend tax vouchers

Note: You must be logged in to be able to list, create, edit, or delete dividend tax vouchers.

List existing dividend tax vouchers

To list existing dividend tax vouchers:

  1. Click Create/Edit Dividend Tax Vouchers.

The details are shown of all the dividend tax vouchers that have been created to-date.

Create a dividend tax voucher

To create a dividend tax voucher:

  1. Click Create/Edit Dividend Tax Vouchers.
  2. Click the Create New Dividend Tax Voucher button.
  3. Complete the form.
  4. Click the Create Dividend Tax Voucher button.

Dividend Received

Enter up to 8 digits for the net amount received. This is a compulsory field.

This is a floating point number, which means you can enter numbers such as 1234, 1234.56, 1234.00, and so on. If, however, you enter 12345678.91, the value will be saved in the database as 12345678.00. This is because the database is set up to limit the number of digits that can be entered.

Date of Dividend

Enter up to 30 characters of free format text. This is a compulsory field.

Company Year End Date

Enter up to 30 characters of free format text. This is a compulsory field. This is the end date of the company's financial year.

Company Meeting Date

Enter up to 30 characters of free format text. This is a compulsory field. This should be the date on which the dividend payment(s) was/were set.

Company Name

Enter up to 50 characters of free format text. This is a compulsory field.

Company Address

Optionally, enter up to four lines of 50 characters (maximum) for the company's address.

Holding

Enter the number of shares held. This is a compulsory field.

Recipient Name

Enter up to 50 characters of free format text. This is a compulsory field.

Recipient Address

Optionally, enter up to four lines of 50 characters (maximum) for the recipient's address.



Edit a dividend tax voucher

To edit a dividend tax voucher:

  1. Click Create/Edit Dividend Tax Vouchers.
  2. Click the dividend tax voucher you want to edit (in the Date of Dividend Payment column).
  3. Edit the form.
  4. Click the Submit Updates to Dividend Tax Voucher button.

For an explanation of the fields, see above.



Delete a dividend tax voucher

To delete a dividend tax voucher:

  1. Click Create/Edit Dividend Tax Vouchers.
  2. Click the check box(es) against the dividend tax voucher(s) you want to delete.
  3. Click the Delete Dividend Tax Voucher(s) from Database button.

Caution: You are NOT prompted to confirm the deletion(s), so be careful!