Bulk Uploading Dividends & Distributions
Last updated on August 13, 2025
The Bulk Dividend Uploader allows you to import hundreds of dividend and distribution records from a spreadsheet at once. Because tax rules differ drastically between standard companies, Australian ETFs, and foreign holdings, our uploader is designed to automatically detect and handle these differences for you.
Prerequisites
Before you can upload dividends, you must already own the asset in your portfolio. The system checks your current holdings to validate the stock ticker. If you upload a dividend for a ticker you haven't bought yet, the system will flag it as a "Holding Error".
How we prevent duplicates (Merge Status)
During the review step, you will notice a Status column that says either New record or Update.
- New record: The system didn't find any existing unconfirmed dividends for this date, so it will create a brand new entry.
- Update: We detected an existing unconfirmed dividend (usually populated by our automated background data feeds) that matches your ticker and date. When you proceed, your spreadsheet data will safely overwrite and confirm this existing record, preventing duplicate entries.
Special Rules for Australian ETFs (Trusts)
Standard company dividends (like BHP or CBA) use franking components that you know on the day you receive the cash. However, ETFs and Managed Funds issue Interim Distributions. The actual tax components (capital gains, AMIT cost base changes) are not finalised until the end of the financial year.
The 2-Step ETF Workflow
Step 1: Upload the Cash Received (Net Amount)
In your spreadsheet, ensure the Total Net Amount column is filled. When the system detects the ticker belongs to an ETF, it will ignore any franking columns you may have mapped and simply record the cash you received.
Step 2: Reconcile with the AMMA Statement
At the end of the financial year, navigate to your Taxable Income Report. Upload your AMIT Annual Tax Statement, and the system will automatically distribute the final tax components across the baseline cash records you created in Step 1.
Foreign Dividends & Exchange Rates
When uploading foreign dividends, you must provide the Total Net Amount and Foreign Withholding Tax in the asset's native currency (e.g., USD).
Exchange Rates: If you know the exact exchange rate your broker used, you can include it in the spreadsheet. If you leave the exchange rate blank, our system will automatically fetch the historical RBA exchange rate for that specific payment date during the review step.
Pro Tip: If your spreadsheet mixes regular company dividends and ETFs, that is perfectly fine! Map all your columns. The system is smart enough to use the franking values for regular companies, and switch to "Net Amount only" mode when it processes a row belonging to an ETF.