TaxSimba — Dividend Tax: Keep Your 2025/26 Return Separate From 2026/27 Rates
Preparation worksheet

Optional offline planning aid, not a tax return or filing confirmation.
Keep completed notes securely; never include passwords or one-time codes.

WORK THROUGH THIS EXAMPLE
A company statement spans March and April. List payment dates and vouchers instead of applying one year’s rates to the whole statement. Keep dividends from other holdings visible too, because the tax calculation concerns the person’s combined income.

DECISION TO RESOLVE
Which dividend belongs in 2025/26 and which belongs in 2026/27?

YOUR POSITION
Relevant year and source: ____________________
Evidence supporting your answer: ____________________
Missing item and who will obtain it: ____________________
Deadline or next review date: ____________________

1. Collect dividend vouchers and provider statements.
Notes: ______________________________

2. Separate payments by tax year.
Notes: ______________________________

3. Identify ISA and non-ISA holdings.
Notes: ______________________________

4. List other income affecting tax bands.
Notes: ______________________________

5. Check the rates used before approving the return.
Notes: ______________________________

Actions agreed and responsible person:
____________________________________

Guide: https://taxsimba.co.uk/blogs/dividend-tax-2025-26-vs-2026-27
Check the current guide and official sources before relying on a deadline or process.