Sharesight Help Centre

Introduction

The Taxable Income reports lists separately all dividend payments and interest payments received within the selected time period. The report is designed to provide the information relating to your portfolio that you are required to include in your tax return to the IRD. A separate report is provided for NZ taxable income and overseas taxable income.

Time period selector

The time period selector allows you to choose the period in which you would like to run the taxable income report. By default the current tax year is displayed.

Taxable Income Table

The taxable income table lists the net dividend, imputation credits, and withholding tax figures for each share and provides total figures.

Note: Please check the figures provided in the table against your actual dividend statements before using this information in your tax return. Sharesight relies on third party vendors for dividend information and we do our best to ensure that all data is as accurate as possible, however we are not responsible for missing or inaccurate data.