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. From the Clients menu, select Clients list.
  2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

    3. If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

  3. Open the relevant client record.
  4. On the Personal tax returns widget on the client dashboard, select the required return. The Status tab is shown by default.
  5. 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.