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
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.