How To
UK dividends - Dividends from UK companies
CCH IFirm Personal Tax
Click on Dividends from UK companies from the left panel or from the Self Assessment screen (you can also click Edit/View in the Self Assessment screen).
Click here to learn more about adding data sources.
Add Company
- Type in the company name in the Company name* field.
- Add the description and date disposed if relevant.
Detail
- To add more detail click on the accordion.
- Enter the date paid and quantity.
- By default the distribution type is set to Cash Dividend, to change this click on the drop down.
- Enter the dividend received.
- To add another line, click + Add Row.
- To add another company click +Add Company.
- Once done, click on the Save icon.
Summary
The summary can be seen at the bottom of the screen.
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