Stock dividends (SA100)

This section is used to enter stock dividends.

Refer to the HMRC Tax return for Self Assessment guidance if needed (opens in a new tab).

  1. Go to Clients > Client List and find the required client.
  2. On the Self assessment returns widget on the client dashboard, select the required return. The Status tab is shown by default.
  3. Select the Data input tab, then select Add new section.

    Any previously added sections are crossed through. Once added, the section can be edited by selecting its name.

  1. On Choose a section to add, under Savings and dividends, select Stock dividends.

  2. For each item, enter a Description (this doesn't appear on the return) and the Cash equivalent of the dividend.

    A new line is automatically added. Unwanted lines can be deleted using the bin icon.

  1. Enter any additional notes that you want to be included on the tax return, then select Save changes.