Investment Income – Dividends
If you received investment income during the tax year in the form of dividends from shares, funds, or other investments (outside of ISAs), this must be reported on your Self Assessment tax return.
To do so, we will require a schedule of dividends received in the relevant tax year. This should include:
- The name of each company or fund from which dividends were received
- The date each dividend was paid
- The gross amount of each dividend (i.e. before any tax deductions)
This information is often provided in a consolidated dividend schedule by your investment platform or broker at the end of the tax year. If you use multiple platforms, please provide the relevant summary from each one.
Please note that dividends received within ISAs do not need to be reported, as they are tax-free.
Providing a complete and accurate schedule will enable us to ensure all taxable investment income is correctly included in your return and any dividend allowance is properly applied.