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Personal Tax- How to create a joint Share/Asset between partners?

Article ID

personal-tax-how-to-create-a-joint-share-asset

Article Name

Personal Tax- How to create a joint Share/Asset between partners?

Created Date

7th July 2022

Product

Problem

IRIS Personal Tax- How to create a joint Share/Asset? between partners or married couple

Resolution

Dividends and capital Assets – First create the shareholding or an Asset- save it. Then open it up again

Tick the Jointly held option and the % (if this is relevant)

And tick ‘CLONE’, find the other partner and add them onto it. This will copy the share/asset onto the other partner

image 11 | Personal Tax- How to create a joint Share/Asset between partners?

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