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Xcel/Numbers help



riz

ClioSport Club Member
  Jaguar XFR
I am trying to make a template for my tax etc.

How do i add those little areas where people have to add their own figures and when you type it overwrites them.
 

riz

ClioSport Club Member
  Jaguar XFR
You know when you get a template/form etc from a company and you have to fill it out. And it has areas which are highlighted or have xxxx in it so you can type into
it.

Basically an area where you are supposed to fill out!
 

Jamie

ClioSport Club Member
Well you can design a formula which works it out but there are a few areas which will need constant or changing numbers. Like personal allowances, income. Plus, what are you looking to work out? You say tax but is this employed, self employed? National insurance too?

The HMRC ones work as I state above. Ususally you can download the revenues tbh. Can't you do that?
 

riz

ClioSport Club Member
  Jaguar XFR
I am doing a form for dividends etc and on the template i wanted to highlight the area i needed to write in when i make a dividend. And also other areas, i just wanted to highlight it so i dont forget to put a number in there when i do it.

btw i am a r****d at any xcel/word programmes. I assume this is really piss easy. I dont want to make a big fuss about it, i just want to know how to do it!!
 

Jamie

ClioSport Club Member
So, you own your own company and doing a dividend voucher? No worries...

On the actual dividend voucher you want the Company name, address, date.

Then a paragraph saying there has been an AGM and you've decided to vote dividends on the form of share you have and at what value, e.g. Ordinary, Ordinary A. So it was decided a dividend of £20 per Ordinary share was voted and authorised.

You put down the dividend payable (value per share x shareholding) then the 10% notional tax credit, which is dividend x 10/90.

Then signed by the secretary.

If you want this as a generic set up, have the share class, lets say "Ordinary" then the value per share £x (have that as a blank one). Have the dividend payable one = share value x number of shares. Then the 10% tax credit being dividend x 10/90.

This is the way we do it at work.

The dividend tax credit is done in this way as although you recieve cash of say £100 on your tax return we always gross this up by a 10% notional tax credit.

You can work this the other way, i.e. you want to pay yourself lets say £10k and you could put that in the dividend payable column.

I'll whing you a generic dividend voucher schedule if you want.
 

riz

ClioSport Club Member
  Jaguar XFR
Yeah sound mate, that will be great. I still would like to know how to put the little boxes in etc tho'
 
Last edited:

Jamie

ClioSport Club Member
Email address? PM me your co' name too if you want and I'll edit the schedule for you so it's got the details you need on it.
 


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