Customer feedback & Ideas for IRIS

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Import of shareholdings into personal tax

When you create a new ltd co in iris the directorship details automatically appear for the director in personal tax, it would be really useful if the details of  his shareholdings could also automatically come through to personal tax. At the moment you need to manually choose the company and add the details. This leave room for errors to potentially be made on number of shares held entered into personal tax (as usually this is done by a different department) and therefore incorrect levels of dividends to then be pulled through onto the tax return.

  • Nikki Drake
  • Oct 15 2018
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  • Admin
    Alex John commented
    23 Oct, 2018 07:44am

    At present it is possible to import dividends from Company Secretarial into Personal Tax, however you do need to set the shareholdings up within both.