GREIT08085 – Distributions: administration: attributions and reconciliation: summary of examples

The tables on this page and at GREIT08090 to GREIT08095 summarise the examples in GREIT08075 and GREIT08080.

Reconciliation for a.p.e. 31 December 2007

The reconciliation for distributions paid in accounting period ending 31 December 2007 that should accompany the CT61(Z) for QE 31 December 2007 could look like the table below.


Category
reserves
b/f
February 2007 distributionreserves
c/f
    
(a)  -
(b)900(800)100
(c)  -
(d)  -
(e)100 100
    
totals1,000(800)200


The first column is the reserves when company C became a UK-REIT, divided between (b) income from taxable activities and (e) other from pre-entry periods.

The second column shows how the final distribution for profits of 2006 is attributed entirely to Category (b).

The final column shows how the reserves stand at the year end. As the profits for the year to 31 December 2007 have not been struck, they do not feature in the reconciliation of distributions paid in the year.

Attribution of 2006 final distribution

This is derived from the second column.