Shares

You may want to use the Shares module if:

you send out dividend payments to shareholders

you need to generate tax reports (T5) for shareholders

you report shareholder activity to the Canada Revenue Agency (CRA)

Use of the Shares module is optional. All of the GL postings it makes automatically can be done manually (for example with a journal entry) but you would miss out on the benefits of shareholder reporting.

What you'll find:

Manage Shareholders

Manage Shares Reference Numbers

 

 

I want to read the white paper (with lots of screenshots) on Shares Setup and Transactions.

 

Shares Reports

General Ledger

T5 Slip

Shareholder Summary

Dividend Cheque Stub Attachment

Shares Data Exports

General Ledger Menu

CRA Export

File > Exports > Audit/Admin

Deleted Share Certificates

Deleted Shareholders