Dividends Tax Voucher

A Dividend Voucher is a written record stating who has received a dividend, how much it was and what shares the dividend receiver owns. This template voucher can be printed off and used as a formal record of the dividend by a company to send to its shareholders.

Following tax rule changes on 6th April 2016, the dividend tax credit was abolished and replaced with a tax free dividend allowance. This template sets out all the required details of the dividend in a paper form that the shareholder can include with his/her personal tax self-assessment form to show that it was dividend income (rather than any other form of income) that the shareholder received, including:
• Date;
• Company name;
• Name and address of recipient;
• Total number of shares owned;
• Total dividend payable; and
• Company signature.

A dividend voucher must be kept in case HMRC requires it to be produced.

More detail relating to dividend vouchers can be found in our Guidance Note: Dividends.

This document is in open format. The requisite details should be inserted into the highlighted fields or the wording can be adjusted to suit your purposes. Wording in square brackets is optional. If it is required, then the brackets should be deleted and the wording within them retained. If the wording is not required, then it can be deleted.

Once you have subscribed to the appropriate document folder click on the “Download Document” button below. You will be asked what you want to do with the file. It is recommended that you save the document to a location of your choice prior to viewing.

Dividends Tax Voucher is part of Corporate Documents. Just £35.00 + VAT provides unlimited downloads from Corporate Documents for 1 year.