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This topic explains how to import dividend information from the Share Register in the Company Secretarial Module into Personal Tax.
Prior to importing the dividends into Personal Tax, ensure the share information and the dividends have been setup in the Company Secretarial module within the Share Register.
From the Personal Tax toolbar menu select Client | Select
Highlight the client and click Select.
Select Edit | Capital Assets
The following screen displays.
Select Share Holdings on the left-hand side of the screen.
Click ADD at the top of the screen or select Edit | Share Holding | Add Share Holding
The following screen displays.
Click the magnifying glass next to the Master Group field.
The following screen displays.
Select the IRIS Companies option from the right side of the screen.
Select the company from the list that dividend information needs to be importing for.
Click OK.
Complete the following fields:
Share Class |
Ordinary |
Date Acquired |
Enter date |
Amount Paid |
5000 |
Total Number Shares |
5000 |
You can use the <Tab> key to move between fields.
Click OK
to save the new Share Holding.
The following screen displays.
Highlight the Shareholding and click the Dividends
icon.
The following screen displays:
Highlight the holding, select the relevant tax year next to the Show Dividends For field.
The Dividends will be imported from the Share Register as follows:
