Portal messages
6 secure messages · portal access on
Tax voucher for the accountant
Could you upload the dividend tax voucher for last year? Brendan in Cullen & Foyle needs it for the Form 11. Margaret
Re: Tax voucher for the accountant
Uploaded to your documents folder — 'Dividend Tax Voucher 2025'. It is visible to you on the portal and can be forwarded straight to Brendan. Fionnuala
Change of mobile number
New mobile: 087 214 6608. The old number is gone. Margaret
Re: Change of mobile number
Updated on file and used for security verification from today. Fionnuala
Question about the quarterly statement
Fionnuala — the Q2 statement shows a line for 'accrued income' that I don't recognise. Could you explain it when you get a chance? No rush. Margaret
Re: Question about the quarterly statement
Margaret — accrued income is dividend and coupon income that has been declared but not yet paid into the cash account. It is included in the valuation so the figure doesn't jump on payment day. It was €4,118 at quarter end. Fionnuala
Sending files an outbound portal entry on the client's timeline.