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Iris Personal Tax - importing dividends from Co Sec

The new V11 ability to import dividends direct from Company secretarial sounded very good - until I find it imports the total dividend and not just the personal client's share!! This can't be by design, so I suspect it is a bug they need to fix?

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What do they say?

Can't find it on their known issues or KB, what do they say?

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By Old Greying Accountant
27th Nov 2012 13:07

This was in v10 too

It seems to work on the dividend rate, so as long as the corrrect shareholding is put in the individual in PT Capital Assets the dividend should be correct, I have just done one and all OK?

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By stt
27th Nov 2012 13:36

 

 

Thanks, correcting the shareholding in Personal tax solved it!

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