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Income TypesJuly 2026 · 3 min read

Dividends and Self Assessment

If you receive dividends, you may need to report them on your Self Assessment. This guide explains the basics and how CabTax can help.

What are dividends

Dividends are payments from a company to its shareholders, usually from profits. They are a form of investment income.

When you report them

You may need to include dividends on your Self Assessment if they exceed the dividend allowance or you have other income to report.

Keeping records

Keep dividend vouchers showing the amount and date. CabTax lets you log dividends as an income type.

How CabTax helps

CabTax includes dividend income in your tax estimate alongside your other income, and keeps the records for your return.

Note: CabTax helps you prepare your tax figures but does not provide personal tax advice. For help with your specific situation, contact a qualified accountant or email support@cabtax.app.

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Join the waiting list and we'll email you the moment it's live — log income, expenses and mileage, and see your tax estimate as you go.

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