This screen is accessed via the data input tab within the tax return. Data is entered via a grid, a new line is available after each entry is made. The values entered are used to populate the dividends section on the SA804 of the tax return. You should have received a dividend voucher which contains the information required to complete this section.

Dividends and qualifying distributions from UK companies

  • ‘Description’
  • ‘Total dividend’

Dividends from UK unit trusts and open-ended investment companies

  • ‘Description’
  • ‘Total dividend’

Stock dividends

  • ‘Description’
  • ‘Total dividend’