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Reports, Life, Dividends

Use this report to check the amount of dividends received by clients, along with the tax paid, in a given period. It is based on the “Dividends taken” figures entered on the “Add Transaction” screen, as shown below, so will only be as accurate as the figures you have entered there (see also “Investments, Income, Dividends & Other Transactions”).

To run the report, starting from Durell’s Main Menu…