SJD Spreadsheet

[Northern Soul]

You mean - you asked them...???

It'll never catch on.

I encountered the same question re. SJD spreadsheet myself....i.e., how do you account for a dividend drawn against retained profit from a previous year(s) without the s/sheet then reducing your accrued dividend entitlement for the current year.

The answer, as best as I can ascertain, is to

- unhide the 'Accountant Calculations' worksheet.
- row 54 heads a 'balances bought forward' section
- enter your 'Max Dividends Remaining Est." from previous year-end into the corresponding field

This amount is then added to the Max Remaining estimate for current year, as displayed at the top of teh Summary worksheet.

You can thus book a dividend payment and the Summary worksheet will calculate a correct overall amount of remaining dividend entitlement for the company inclusive of all previous years, alongside those being accrued for the current financial year.

As an aside, appears you can do similar for any expenses accrued in a previous year that need to be retrospectively booked in the current year. In my case, my accountant identified some retrospective expenses in my year-end accounts preparation that I thus need to book in this years accounts to ensure my bank balance still reconciles.

Try it and you'll get the point better than i can explain here.

cheers,
Gareth

[GB9]

SJD spreadsheet = reason I left SJD......it sucks

[VectraMan]

- unhide the 'Accountant Calculations' worksheet.

How do you do that?

This has always annoyed me too. I never bothered much with the estimated remaining field for this reason.

[northernladuk]

How do you do that?

This has always annoyed me too. I never bothered much with the estimated remaining field for this reason.

I don't really bother with it either but a quick mail to my accountant asking him to change carry overs and jobs done. Not hard really.

[Danielsjdaccountancy]

I don't really bother with it either but a quick mail to my accountant asking him to change carry overs and jobs done. Not hard really.

Yep - please do email us, we're more than happy to explain this and/or help work out the number you are looking for.

[MyUserName]

Just email them. I have never waiting more than a day for a reply from them on a query. More than once they just had me send them the spread sheet and worked it out themselves.