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Why does the maximum dividend available not match my bank balance?

For information on tax-efficient dividends, please see here.

In our experience, by far the most common reason for a mismatch between the Maximum Dividend Available and your bank balance is the fact that your Crunch Account is not up to date. Perhaps you have not recorded all of your Invoices and Expenses in Crunch, or your opening balances have not been set.

The only way to really be sure your account is up to date is to perform bank reconciliation up to the present date. We do not recommend recording a dividend until bank reconciliation has been completed.

If your Crunch account is fully up to date, there are a number of other scenarios that could produce this situation. Please use this page as a troubleshooting guide.

Dividend Amount appears greater than your bank balance

Dividend Amount appears lower than your bank balance

Difference between Invoices Raised and Paid Deposits by the Director
Withdrawing Money without Recording a Dividend Difference between Expenses Recorded and Paid for
Purchase of an Asset Expenses paid by Director Personally
Multiple Bank Accounts Unpaid Corporation Tax
  Dividends recorded but not Withdrawn from Bank Account
Last Updated: 13 Nov 2019 11:45AM GMT
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