Dividend total for tax year

Feature Requests
1

Hi
Is it possible to get the dividend total for the tax year. I note the profit & loss provides the dividend total for a reporting period, however you can’t specify a date range
https://dev.freeagent.com/docs/profit_and_loss

This information is available under mymoney->dividends on the website.
Thanks
Nick

1 Like
2

Hi Nick,

You can get the dividend totals from the trial_balance end point - https://dev.freeagent.com/docs/trial_balance.

You should specify the start and end dates of the tax year, then you will find the dividend totals in the accounts with a code beginning with 908.

Regards
Donal

3

Hi Donal
That’s done the trick.
Many Thanks
Nick