How to maintain dividend payments

Note: You must be logged in to be able to maintain dividend payments.

List existing dividend payments

To list existing dividend payments (for which a dividend tax voucher has been created):

  1. Click Maintain Dividend Payments.

The details are shown of all the dividend payments that have been recorded to-date.

Create a dividend tax voucher

To create a dividend tax voucher:

  1. Click Maintain Dividend Payments.
  2. Click the Create New Dividend Tax Voucher button.
  3. Complete the form.
  4. Click the Create Dividend Tax Voucher button.

Select the year in which the dividend payment is made

From the drop down list box, select the year to which the dividend applies. The default year is taken from the default data settings.

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. (If you're lucky enough to be taking a dividend that's more than 8 digits long, I take my hat off to you!)

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 Maintain Dividend Payments.
  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 Maintain Dividend Payments.
  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.
  4. Click the OK button to confirm the deletion.

Additional help and information relating to Earnings Tracker is available at: http://www.dixondevelopment.co.uk/earningstracker.htm