AU Tax - Import dividend and shareholder details
For PSAR, you can import an empdupe file to populate everyone's PSAR information (address, tfn, dob, name, etc.)
We want a similar function using csv import for company tax return when importing the shareholder details whom received dividends from the company in question. It was painful to manually enter 27 shareholder details and their divdiend payment through your company tax return schedule.
Christopher Le
shared this idea
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Clara Sea
commented
My unit trust has over 10 beneficiaries. It's very painful to enter income distribution details one by one. Sincerely hope the income distribution can be imported rather than manually entered. Also, the current % method only allows for 2 decimal points. It's really imprecise and has slowed us down when applying % method. With 6-digit annual distribution every year for some of our clients, we would like the % to be at least 8 decimal points, then round the net distribution outcome down to 2.