This screen is accessed via the data input tab within the tax return and allows entry of dividends from authorised unit trusts, open ended investment companies, investment trusts etc. Include any dividend from accumulation units or shares that are automatically reinvested. Do not include any ‘equalisation’ amounts.
- ‘Description’ Enter the description of the holding, this does not display on the tax return and is for memo purposes only
- ‘Dividend received‘ Enter the amount of dividend received.
Additional text note
Enter any additional white space notes that you wish to be included on the tax return.
To delete a line from the grid, click the’trash can‘ button at the end of the line.