Dividendly

Guides · index

Dividend paperwork, by topic.

Guides for UK directors and accountants on vouchers, minutes and recording dividends in Xero or QuickBooks Online. They are informational, not tax or legal advice. For shorter notes, see the journal.

§ 01Basics

  1. 01.01

    What Is a Dividend Voucher? (UK Guide for Limited Companies)

    A comprehensive guide to the legal definition, purpose, HMRC expectations, and what a compliant dividend voucher should contain under UK company law.

  2. 01.02

    How to Pay Dividends as a Limited Company (UK Guide)

    An end-to-end guide for UK directors: board minutes, dividend voucher creation, tax implications, and record-keeping for compliant dividend payments.

  3. 01.03

    UK Dividend Tax Rules for Small Business Owners (UK Guide)

    Dividend allowances, tax bands, Self Assessment reporting, and practical steps to stay compliant for UK limited company directors and shareholders.

  4. 01.04

    Missing dividend vouchers: how to catch up without backdating

    Paid dividends but never issued the vouchers? How to document past dividends with honest dates, the evidence to gather, what to do if a dividend may have been unlawful, and how to rebuild the record in Xero or QuickBooks.

§ 02Xero

  1. 02.01

    Dividend Vouchers and Xero: A Complete Integration Guide (UK)

    How Xero users can automate dividend vouchers: connect your organisation, map shareholders to contacts, post each dividend as a SPEND transaction with the voucher PDF attached, and back-fill vouchers for dividends already paid.

  2. 02.02

    How to record dividends in Xero (UK)

    A UK how-to for recording a limited company dividend in Xero: the paperwork first, a dividends equity account (Xero has no default code), Spend money per shareholder, reconciling the bank line, director's loan journals and attaching the voucher.

  3. 02.03

    Accountants' Guide to Managing Client Dividends in Xero (UK)

    A practice-focused guide for accountants handling multiple UK limited company clients: compliance workflows, efficiency, record-keeping, and automation with Xero.

  4. 02.04

    Can Xero produce dividend vouchers?

    Xero has a Dividend Voucher report, but it sits with the tools Xero gives partner practices, not the Xero subscription companies use for their own books. What that means if you run your own books, and what a voucher needs that a Xero transaction doesn't show.

§ 03QuickBooks Online

  1. 03.01

    Dividend Vouchers and QuickBooks Online: A Complete Integration Guide (UK)

    How QuickBooks Online users can automate dividend vouchers: connect your company, map shareholders to vendors, post each dividend as a Purchase with the voucher PDF attached, and back-fill vouchers for dividends already paid.

  2. 03.02

    How to record dividends in QuickBooks Online (UK)

    A UK how-to for recording a limited company dividend in QuickBooks Online: the paperwork first, a dividends equity account, the payment from the bank, director's loan and dividends-payable journals, and the voucher attached to the record.

  3. 03.03

    Accountants' guide to client dividends in QuickBooks Online (UK)

    A practice workflow for client dividends in QuickBooks Online: per-client setup, reviewing what gets posted, year-end checks and catch-up, the 100-day reconnect, delete behaviour, access and what to tell clients.

§ 04Comparison

  1. 04.01

    QuickBooks vs Xero for dividends: how each records a UK dividend

    How Xero and QuickBooks Online each record a UK dividend, side by side, and what Dividendly posts to each. The page also covers setting up the dividends account, back-filling past dividends, accountants with clients on both, and switching. It gives no software verdict.

§ 05Templates & tools

  1. 05.01

    Dividend voucher template (UK)

    A Word template and a field-by-field walk-through of what a UK dividend voucher should show.

  2. 05.02

    Dividend board minutes template (UK)

    A Word template for the directors' minutes that declare a dividend.

  3. 05.03

    Dividend voucher generator

    Fill in the details, preview the voucher live and download a PDF. Runs in your browser.

  4. 05.04

    Salary and dividend tax calculator

    Compare salary and dividend splits against UK tax bands.