Index of Joint Owners

This index lists the returns to which a share is allocated.

To maintain this list of returns
  1. Select New to add the Share Detailsof a return to the list.

  2. Highlight a return to be processed and select:

    • Properties to alter the percentage to be apportioned to the return, or

    • Delete and then select Yes to remove the return from the list.

  3. To cease editing click Close.