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.

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

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.

⭐ 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.

⭐ 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.