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:
• 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.
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