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Possible to download dividends list from ATO?

Discussion in 'Accounting, Tax & Legal' started by sharejunky, 10th Oct, 2013.

  1. sharejunky

    sharejunky Well-Known Member

    Joined:
    19th Oct, 2007
    Posts:
    56
    Location:
    Gold Coast
    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.
     
  2. jrc77

    jrc77 Well-Known Member

    Joined:
    26th May, 2008
    Posts:
    147
    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
     
  3. sharejunky

    sharejunky Well-Known Member

    Joined:
    19th Oct, 2007
    Posts:
    56
    Location:
    Gold Coast
    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.