The following article will help you customise a dividend statement in CAS360. For instructions on how to prepare a dividend statement in CAS 360 click here.
Instructions
| From the Main Toolbar, go to Settings |
|
| Select Document Templates |
|
| Select Dividend Statement |
The CAS 360 default template can be downloaded by clicking
and Download.
This will download the template as a Microsoft Word document.
Use the codes in the table below to customise and instantly pre-fill information from your CAS 360 Database.
To upload your custom template, click
Once a template has been uploaded, you can set it as the default, by selecting
and Set As Default.
| Description | Code | Where is this information in CAS 360? |
|---|---|---|
|
Company name |
${ds_CompanyName} | Entered into the Company Name field in the General Details screen. |
|
ACN |
${ds_nzbn} |
Entered into the Company Number field in the General Details screen. |
| Incorporation Date | ${ds_IncorpDate} | Incorporation Date entered in the General Details screen. |
|
Registered Office Address |
${ds_EntityAddress} |
The Registered Office address entered into the Addresses screen |
|
Registered Office Address in Multiple lines and in Proper Case |
${ds_entityAddressMultiLineProperCase} |
The Registered Office address entered into the Addresses screen |
|
Registered Office Address in Multiple lines and All Capitals |
${ds_entityAddressMultiLineAllCaps} |
The Registered Office address entered into the Addresses screen |
| Shareholder name | ${ds_SecurityHolderName} | Name displaying In the Shareholders screen. |
| Shareholder Address | ${ds_SecurityHolderAddress} | Address attached to the Contact of the above shareholder. |
| Shareholder Address in Multiple Lines |
${ds_securityHolderAddressMultiLine} |
Address attached to the Contact of the above shareholder. |
| Year | ${ds_Year} | Year entered into the Payment Date field for the dividend information |
| Dividend type | ${ds_div_disType} | Dividend Type selected for the dividend information |
| Dividend payment type | ${ds_paymentType} | Payment Type selected for the dividend information |
| Date Dividend Paid | ${ds_paymentDate} | Date entered for the dividend information |
|
Shares Description |
${ds_SecurityDescription} |
The share description appearing in the Shareholders screen |
| The number of shares | ${ds_numberofSecurities} | Number of Shares held In the Shareholders screen. |
| Date Dividend declared | ${ds_dateDeclared} | Date entered for the dividend information |
| Dividend amount | ${ds_securityDistributionAmount} | Amount entered for the dividend information |
| IRD number of shareholder | ${ds_IRDProvided} | IRD attached to the Contact of the shareholder. |
| Imputation Credit | ${ds_ImputedCredit} | Tax rate entered for the dividend information |
| Resident withholding tax rate | ${ds_residentWithholdingTaxRate} | Resident withholding tax rate selected for the dividend information |
| Resident withholding tax | ${ds_residentWithholdingTax} | Resident withholding tax entered for the dividend information |
| Net Dividend amount | ${ds_netDividend} | Amount calculated for the dividend information |
| Signatory Name | ${ds_signatoryName} | The Company Officers will be used as signatories. The Signatories can be changed by using options in the Document Production Screen. |
| The position of the signatory |
${ds_signatoryPosition} |
The Company Officers will be used as signatories. The Signatories can be changed by using options in the Document Production Screen. |
| Company Reference |
${referenceNumber} |
Reference entered into the Company Info Screen |
| Annual review date | ${CompanyAnnualReviewDate} | Annual Review date appearing in the General Details |
| Postal Address in Multiple lines, no commas |
${companyPostalAddressMultiLineNoComma} |
The Postal address entered into the Addresses screen |
| Company Business Address in Multiple lines, no commas |
${companyBusinessAddressMultiLineNoComma} |
The Business Office address entered into the Addresses screen |
Company Contact Codes
The following codes relate to the Company Contact selected in the General Details screen.
| Description | Code |
| Company Contact Name | ${companyContactName} |
| Company Contact Name in Lower Case | ${companyContactNameLowerCase} |
| Company Contact Name in Proper Case | ${companyContactNameProperCase} |
| Company Contact Name in Upper Case | ${companyContactNameUpperCase} |
| Company Contact First Name | ${CompanyContactFirstName} |
| Company Contact First Name in Lower Case | ${CompanyContactFirstNameLowerCase} |
|
Company Contact First Name in Proper Case |
${CompanyContactFirstNameProperCase} |
| Company Contact First Name in Upper Case | ${CompanyContactFirstNameUpperCase} |
Date Formats
| Description | Code | Example |
|---|---|---|
| Day, full date | ${D_DNC} |
${D_DNC${datesigned}} Display the date as day, full date Example: Tuesday, 25 July 2017 |
| Full date | ${DNC} |
${DNC${datesigned}} Display the date in its full date format Example: 25 July 2017 |
| Date Long Form |
${DLF} |
${DLF${documentDate}} Display the date in its long-form format Example: Monday, January 1st, 2018 |
| Date Long Form no day |
${DLF_ND} |
${DLF_ND${documentDate}} Display the date in its long-form format excluding the day of the week Example: January 1st, 2018 |
| Date Long Form no day |
${DLF_ND2}
|
${DLF_ND2${dateSigned}} Display the date in its long-form format (with the day of the month at the beginning of the date) excluding the day of the week Example:1st January, 2018 |
| Date Long Form |
${DLF_AUS} |
${DLF_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month)
Example: Monday, 01st January, 2018 |
| Date Long Form no day | ${DLF_ND_AUS} |
${DLF_ND_AUS${dateSigned}} Display the date in its long-form format (including the 0 digit for days 1,2,3,4,5,6,7,8,9 of the month) excluding the day of the week Example: 01st January, 2018 |
| Date format: DD Month YYYY | ${D_MAW} |
${D_MAW${dateSigned}} Display the date in its full date format Example: 01 January 2018 |
|
Date Long Form Variant |
${DLF2} |
${DLF2${dateSigned}} Display the date in an alternate long-form format excluding the day of the week. Example: 7th day of October 2023 |
| Date Long Form Variant Upper Case | ${DLF2UC} |
${DLF2UC${dateSigned}} Display the date in an all Upper Case alternate long-form format excluding the day of the week. Example: 7TH DAY OF OCTOBER 2023 |