An automated equity and unit trust dividend service
You and your client no longer need fear the paper-chase
involved in gathering tax vouchers, hunting down mislaid ones, and
splitting out jointly held holdings.
IRIS Dividend Service brings all the benefits of automatically
calculating your clients' dividends and inserting the schedule into
the correct boxes on the tax return. It will compute the correct
values for you - all you need to know is the details of how many
shares or units your client has bought or sold during the
year.
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IRIS Dividend
Service offers these key features:
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...bringing
the following benefits to your practice:
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Automates all the administration involved in providing equity
and unit trust dividend service
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Frees practice time for higher value tasks so you can deliver
outstanding client service
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Shares client data seamlessly with IRIS Personal Tax and Trust
Tax
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Saves time and increases accuracy by minimising data
entry
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Dividend data feeds from renowned sources
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Completely eliminates the need to look up dividends
manually
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Regular update of dividend data
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Calculations are accurately based on current values
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Dividend data validated against relevant data
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Ensures integrity of the final calculations
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