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The Dividends page lists the current dividend statements for a company. You'll see the following details:

FieldDescription
StatusPending signature, in progress or done.
Declaration DateThe date the declaration was made.
Payment DateThe date the payment was made.
Share ClassThe type of share.
Total Dividend AmountThis value of the total dividend amount.
Number of SharesThe number of shares.
Dividend TypeFinal, interim, other or special.
Franking TypeFully franked, partially franked or unfranked.

If you haven't added any dividends yet or need to add more, you can add them from the dividends page.

To add a dividend
  1. Select a client from All Clients and click Corporate Admin.
  2. Click the Dividends tab.
  3. Click Add dividend.
  4. Under Dividend details, enter the relevant details.

  5. Under Dividends, click Add dividend.
  6. Enter the payment details.

    You can only enter a specific franking percentage when you have selected Partially franked as the franking type.

    Some of these fields are calculated automatically based on values you've entered in other fields. You can't directly change a grey field.

  7. Click Add.
  8. Under Signatory details, enter the relevant details in the three sections:

    • Dividend Payment Acceptance - Resolution of the Sole Director
    • Dividend Payment Acceptance - Minutes of Meeting of the Members
    • Dividend Payment Recommendation - Resolution of the Sole Director.
  9. Click Add dividends and create forms. The Client lodgements page opens.

  10. If you want to make any changes to the dividend, you can click the ellipsis (three dots button (ellipsis)) on your chosen client:

    The options you see when you click the ellipsis will depend on the status of the dividend statement.

    OptionDescription
    Send for signing via portalIf the dividend is pending signatures, you can send the documents to clients for signing.
    ResumeIf the dividend is in progress, you can continue working on it.
    Download documentsIf the dividend is pending a signature or complete, you can download the dividend's documents.
    View summaryIf the dividend is pending signatures or complete, you can view its summary.
    Mark as doneIf the dividend is in progress, you can mark it as completed.
    EditIf the dividend is pending signatures, you can edit it.
    DeleteIf the dividend is in progress or pending signatures, you can delete the dividend.
To complete a dividend
  1. Click Corporate Admin on the top menu bar.
  2. Click the ellipsis on the client you want to mark as complete.
  3. Click Mark as done.

To edit or delete a dividend

When you edit or delete a dividend, you will also be deleting the existing documents for the dividend.

  1. Select a client from All Clients and click Corporate Admin.

  2. Click the Dividends tab.

  3. Find the dividend and click the ellipsis.

  4. Select Edit or Delete.

    Screenshot of edit or delete dropdown menu
  5. On the confirmation window, click Edit or Delete.
To download documents
  1. Select a client from All Clients and click Corporate Admin.
  2. Click the Dividends tab.
  3. Find the dividend and click the ellipsis.

  4. Click Download documents.
    Screenshot of editor or delete dropdown menu

 

Watch the video to learn how to add, edit and delete dividends, and send to clients for signing.