Organise the corporate records and tax-related schedules for a proposed dividend distribution. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Distribution proposal and record-date coordination
- Board and shareholder documentation support
- Payment schedules and filing-evidence preparation
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Shareholder register and proposed distribution
- Relevant financial statements and resolutions
- Payment and withholding information
Deliverables and engagement planning
The dividend compliance support scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Does the service determine whether a dividend is permitted?
The proposed distribution and available records are reviewed against the applicable requirements. The relevant corporate decision and approvals remain part of the agreed governance process.
How is the fee determined?
Can this be combined with related CA services?