Adding shareholder

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Rachel
Rachel Registered Posts: 348 Dedicated contributor 🦉
Is there a form to add a shareholder? I can find the sh01 but does relate to a person.

Any help appreciated

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  • stefanboro
    stefanboro Registered Posts: 187 Dedicated contributor 🦉
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    Rachel wrote: »
    Is there a form to add a shareholder? I can find the sh01 but does relate to a person.

    Any help appreciated

    I really should know this without thinking but my mind is blank.

    I believe you simply allot the shares with SH01 and then report who they belong to on the AR. However, issue a share certificate on completion of the SH01.

    When alloting shares always make sure that either you don't need to fill out form 42 for HMRC or if you do that you do it properly.
  • Rachel
    Rachel Registered Posts: 348 Dedicated contributor 🦉
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    went to file AR and client beat me to it with out amending
  • stefanboro
    stefanboro Registered Posts: 187 Dedicated contributor 🦉
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    Rachel wrote: »
    went to file AR and client beat me to it with out amending

    Just file another return - you don't have to wait to do this. It will obviously incur the same costs but then at least it's up to date. Again, these remarks are off the cuff though - hopefully someone will either back me up or shoot me down and give you better advice.
  • LynWest
    LynWest Registered Posts: 122 Beyond epic contributor 🧙‍♂️
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    Hi i am with stefanbro. I am no expert in this area but i understand it the same as Stefanbro. Hope that helps
  • stefanboro
    stefanboro Registered Posts: 187 Dedicated contributor 🦉
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    LynWest wrote: »
    Hi i am with stefanbro. I am no expert in this area but i understand it the same as Stefanbro. Hope that helps

    Cheers Lyn - I always question myself so it's good to have reassurance.
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