Get Sdr2 Stamp Duty Return For Conveyance Or Transfer Of Any Stocks Ireland

Filling out the SDR2 Stamp Duty Return is a crucial step when transferring stocks or marketable securities in Ireland. This guide will provide you with clear and supportive instructions on how to complete the form online, ensuring that you meet all requirements effectively.

Follow the steps to fill out the SDR2 Stamp Duty Return online.

1. Click ‘Get Form’ button to obtain the SDR2 form and open it in the editor.
2. Complete the Filer Details section by entering your valid Tax Reference Number and selecting the appropriate Tax Reference Type.
3. In Part 2, select the Instrument Category for your transaction, such as 'Conveyance/Transfer of Stocks or Marketable Securities.' Fill in the Instrument Dates, ensuring to provide the Date of Execution, Date of Related Contract, and any relevant escrow dates.
4. In Part 3, indicate whether the instrument is being filed as a Substitute instrument or a Proxy return and provide the Document ID of the original stamped instrument if applicable.
5. Enter the Vendor Details in Part 4, ensuring to include a valid Tax Reference Number for each vendor or transferor.
6. In Part 8, complete the Purchaser Details section by entering valid Tax Reference Numbers for each purchaser or transferee, and specify if any party is acting in a fiduciary capacity.
7. For Additional Information in Part 11, provide any necessary details about the relationship between vendor and purchaser, and indicate if the transaction is part of a larger series.
8. In Part 13, detail the stocks or marketable securities being transferred, including the type and number of shares.
9. In Part 14, enter the consideration details as stated on the Instrument of Transfer, including the consideration amount and market value, if applicable.
10. Complete Part 21 with the calculated Stamp Duty and indicate any payment that is being submitted with the return.
11. Review all entries to ensure accuracy, sign and date the return before submission. Once completed, save the changes, download, print, or share the form as needed.

Complete your SDR2 Stamp Duty Return online today to ensure a smooth transfer process.