Dividends
Declare, document, pay — compliantly.
Record dividend declarations, generate dividend vouchers, post to the GL, track per-shareholder, and stay aligned with the dividend allowance and rate bands. Multi-shareholder support built in.
In short
AccountsOS lets you declare and document dividends to one or many shareholders, generate compliant dividend vouchers, post to the GL automatically (debit retained earnings, credit shareholder loan / dividends payable), and respect the £500 dividend allowance plus the 8.75 / 33.75 / 39.35% rate bands for self-assessment.
Free during Early Access — no credit card required
Everything Dividends can do
Declaration
- Date, total amount, per-shareholder split
- Multiple shareholders supported (different percentages, different shares)
- Records date of declaration and date of payment separately
- Linked to interim or final dividend basis
Vouchers
- Generate per-shareholder PDF voucher
- Includes company name, shareholder name, amount, date
- HMRC-format evidence for self-assessment
- Email vouchers automatically
Tax intelligence
- Respects £500 dividend allowance per shareholder
- Applies 8.75% (basic), 33.75% (higher), 39.35% (additional) bands
- Self-assessment tracking per director
- Surfaces in salary/dividend optimiser
GL & DLA
- Auto-posts to retained earnings
- Credits shareholder loan account or dividends payable
- Updates director's loan account live
- Shows on Balance Sheet immediately
Capabilities at a glance
Multi-shareholder dividend declarations
Per-shareholder PDF vouchers with email delivery
£500 dividend allowance respected
Bands: 8.75% / 33.75% / 39.35% applied
Auto GL posting (retained earnings → shareholder)
Live DLA / shareholder loan update
Self-assessment tracking per director
Linked to salary / dividend optimiser
How It Works
Declare
Enter total amount, date, per-shareholder split. We split automatically by share class if defined.
Voucher generated
PDF voucher per shareholder, ready to email or print.
GL updated
Retained earnings debited, shareholder loan account credited. Balance sheet refreshed instantly.
Self-assessment ready
At year-end your self-assessment dividend figure is already there.
By the numbers
Real-world Use Cases
Solo director monthly
Take a £3k dividend each month. Declare, voucher generated, GL posted in 30 seconds.
Two-director company
Two equal directors take £4k each. Per-shareholder split handled. Two vouchers.
Year-end planning
Optimiser tells you the optimal final dividend before year-end given your salary and CT position.
Why founders pick this over the spreadsheet
HMRC-compliant evidence on demand
Allowance + bands handled automatically
Self-assessment figure already done at year-end
DLA stays accurate (S455 trap avoided)
Frequently Asked Questions
Do you generate dividend vouchers?
Yes — per-shareholder PDF vouchers in HMRC-acceptable format, with company name, shareholder name, amount, date and signature line. Emailed automatically if you want.
What about the £500 allowance?
Respected per shareholder. The optimiser shows you how to use it before paying tax.
Multiple share classes?
Yes — declare a dividend per share class. Per-shareholder split is calculated automatically from holdings.
How does this affect my DLA?
Dividends post to retained earnings and credit your shareholder loan / dividends payable account. They reduce DLA when paid. We track this live.
Self-assessment?
Per-director YTD dividend figures roll up so your self-assessment dividend total is correct on 6 April. Tax bands applied.
Explore more of AccountsOS
Salary & Dividend Optimiser
Take the most home, legally. We do the maths every payroll cycle.
Director's Loan Account & S455
Stay out of the S455 trap. The DLA stays in the green or you hear about it.
Payroll & RTI
Run payroll, send payslips, file RTI. No payroll bureau needed.
Corporation Tax
See your CT bill in real time. Generate the workpaper for filing.
Ready to try Dividends?
Get started with AI-powered accounting for your UK limited company.
Get Started FreeFree during Early Access — no credit card — cancel anytime