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Dividend Database within Self-Assessment
Capium would like to share our new release with you all. Dividend Database within Self-Assessment – A comprehensive feature on how to efficiently use the dividend database feature in the self-assessment process.
2 min read
Key takeaways
- FTSE 100 and FTSE 250:
- The dividend database imports dividend data for companies in the FTSE 100 and FTSE 250 straight into the SA100.
- Autopost:
- Choose the number of shares and Autopost enters every dividend for that holding.
- Edit and add:
- Delete entries for dividends a client did not receive, and add dividends manually for companies not in the database.
Dividend database is a new feature introduced within the Self-Assessment module to directly import dividend data from listed companies in the FTSE100 and FTSE 250 indices. Ensuring further accuracy and compliance, this will automatically find and fill dividend data into your SA100 forms.
Here are the benefits of the dividend database feature in Capium’s Self-assessment module:
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Automated Importing: Allows for the importing of dividend data for listed companies, specifically those within the FTSE 100 and FTSE 250 indexes.
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Streamlined Process: Simplifies the process of filling out the SA-100 form by integrating the dividend database directly into the form.
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Search Functionality: Users can search for clients and companies easily using the search button and drop-down lists.
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Automatic Posting: The “Autopost” feature automatically posts all dividend entries after selecting the number of shares.
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Bespoke Entries: Users can delete specific dividend entries if the client did not own the shares or receive the dividend at a particular time.
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Manual Entry Option: Provides the flexibility to manually add dividends for companies not included in the pre-listed database.
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Repeatable Process: The process can be repeated for any number of companies, ensuring all dividends are captured comprehensively.
What more to know about this? BOOK A DEMOTODAY to find out more.
Frequently asked questions
Which companies are in Capium's dividend database?
Companies in the FTSE 100 and FTSE 250 indices.
Can I add dividends from other companies?
Yes. You can add dividends manually for companies not in the database.
Further reading
- Tax on dividends GOV.UK
How you're taxed on dividend payments and how your income affects the amount of tax to pay
- Self Assessment tax returns GOV.UK
Self Assessment tax returns - deadlines, who must send a tax return, penalties, corrections and returns for someone who has died.
- File your Self Assessment tax return online GOV.UK
Sign in and send your Self Assessment tax return online.
