Get the information needed for HMRC Form 42 — Employee-related securities

  1. Open Company Secretarial.
  2. Select the
    Action
    dropdown list, then one of the following:
    • View share transactions for the period
      .
    • View dividends for the period
      .
  3. Check that the date range is correct.
  4. Select
    OK
    .
Company Secretarial will generate a list of share transactions or dividends that have taken place during the period. You can print the list, export it Excel, and use sort and filters.