The Core Plan's Dividend Statements module allows you to quickly create professional dividend statement reports for your clients, without the need to search for templates or the latest requirements.
This module, included with Core Lite & Pro subscriptions, allow you to create distribution statements in minutes.
Default sections in the Dividend Statement report
Directors Resolution.
Notice of Meeting of Members.
Members Resolution.
Members Consent Form.
Dividend Statement.
Dividend Listing.
Key features and functions
Access client data from XPM/Xero Tax, or manually add their details.
Save a file for your client and load it the following year for easy updates.
Select the relevant income year.
Easily add multiple classes and shareholders.
Suitable for interim dividends paid during the year and final dividends paid at year-end.
Payment types can be cash or loan.
Easily add the number of shares, total dividends, franked percentage or dollar value, and imputed credits for each shareholder.
Select the payment and declaration dates.
In the Preview tab, download as PDF or MS Word (optional).
Use the Add Pages button to collate additional supporting documents.
Send documents for digital signing with FuseSign Integration, download a PDF, or add one as an attachment to an email template to send via Outlook.