Painless tax returns with the Taxable Income Report
Today we have added the first of the report pages to Sharesight -- the Taxable Income Report. This report is designed to take the pain out of declaring dividends in your end of year tax return by producing all of the information you need at the click of a button. Gross dividend, imputation credits, and withholding tax information is collated and summarised in an easy to read format. Sharesight provides separate reports for NZ income and overseas income to match the format of your IR3 return.
How to present portfolio tax reports clients actually understand
Portfolio tax reports don't have to generate endless client questions. Here's how to structure them so clients can review, confirm and sign off.
Record-keeping requirements for Australian investors
Find out which records the ATO requires Australian investors to keep, and how to stay on top of your investment portfolio record-keeping with Sharesight.
Sharesight product updates – June 2026
This month's focus was on a new Australian tax pack, UK-specific tax settings, support for the Saudi Stock Exchange and a range of other improvements.