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Producing share dividend documents

Accountants Enterprise only

Corporate Compliance and Corporate Admin will be retired on 31 March 2024.
You won't be able to use either software after 31 March 2024. Learn what this means for you

Corporate Compliance allows you to generate the documentation required for share dividends using the Dividend Documents button on the Share Dividend Details screen.

To generate dividend documents
  1. Open the Share Dividends window. See Maintaining share dividends.
  2. Click the share dividend which requires documentation.
  3. Click Dividend Documents.
  4. The Share Dividend Documents wizard opens displaying the dividend details.
  5. If the details are correct, click Next. Corporate Compliance lists the available documents, with some selected by default.
  6. Select/deselect the documents you require and click Next. Corporate Compliance presents a series of wizard windows (one for each document selected) with selections for people attending, dates and times.
  7. Complete each wizard step and click Next until the wizard Finish window appears.

  8. Click Finish to review your selected documents in the Preview window.

    1. If you want to amend a document, click Edit, and make your changes.

    2. Click Save when finished,

    3. Repeat for each document.

  9. Click Close. The Preview window closes.

  10. Print the documents.

  11. Click Close to return to the company‚Äôs Capital tab.

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