Can anyone advise if it's possible to download a list of dividends and franking credits from the ATO that has been earnt by oneself over the previous financial year? Thanks in advance.
My accountant told me that if the shares are in a personal name then they can get it from the tax portal. Shares in a trust though are not shown. Alternatively, have you tried in eTax? It might be able to get show it. Personally I try to have all dividends paid into one bank account - so I can use that statement as a record of all incoming dividends. Then finding the franking credits is fairly straight forward from that. Regards, Jason
Thanks jrc77, is that the ATO tax agent portal you're referring to? I've seen etax mentioned before, might be worth a go since it's free I gather.
