The tax solution for your investment portfolio

If you’ve been struggling with calculating your portfolio taxes, it’s time to swap your spreadsheet for Sharesight.

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Simplify your portfolio tax reporting

Built in NZ, for NZ investors

Investors just like you use Sharesight to get all the info they need to lodge their IRD tax returns.

✔️ Tax residency

Set your portfolio base currency to NZD, and automatically calculate currency fluctuations for any foreign shares.

✔️ IRD tax status

Set your portfolio tax status to Investor or Trader, and indicate your NZ Resident Withholding Tax Rate.

✔️ Financial year

By default, the end of financial year for New Zealand portfolios is 31 March, but you may edit it as required.
5 ways Sharesight helps NZ investors at tax time

Everything you need to calculate your portfolio taxes

With Sharesight, all your portfolio-related data lives in one place. So you always have everything you need – not just at tax time but throughout the year.

⭐ See all your dividend income

Use the Taxable Income Report to see a running total of all your dividends, distributions and interest payments, broken-up by local NZ and foreign income. The report can be run at any time, over any time period.

Taxable Income Report - NZ : Sharesight

⭐ Calculate your FIF income

Use the FIF Report to automatically flag any holdings within your portfolio which are subject to FIF rules according to the IRD. If you exceeed the FIF threshold (generally $50,000 for individuals), Sharesight will automatically calculate your FIF income using both the Fair Dividend Rate and Comparative Value methods.

FIF Report 2020 (combined)

⭐ Calculate your capital gains tax

Use the Traders Tax Report to calculate your taxable capital gains if you’re classified as a “trader” by the IRD. The report may be run over any date range, and you may carry forward losses from the previous reporting period. You may also model different sale allocation methods including: FIFO, LIFO, Minimise Gain, and Maximise Gain.

Traders Tax Report - 2019 (cropped)

Make tax time a breeze

Features to save you time and money at tax time, and provide peace of mind throughout the year.
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Flexible reporting

Run reports for any financial year (or custom date range), and export them to a PDF or spreadsheet.
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24x7 access

Keep track of everything you need in one place, and access it anywhere you have an internet connection.
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Secure sharing

Stop emailing sensitive files back and forth – share secure portfolio access with your accountant instead.
Simplify your portfolio tax reporting

Don’t just take our word for it