FIF Calculators

Choose the income year below, then enter or import your holdings, transactions and dividends. Check residency, exemptions, the cost threshold and method eligibility before using the result. Check whether FIF applies.

Does this apply to me?

Start ·

Start your historical FIF calculation

Choose the income year, then import a broker file or enter holdings manually. You can review everything before calculating.

Income year

Sets the 1 April to 31 March period.

How do you want to add data?

Import from a broker

Choose Sharesies, IBKR, or Hatch to add one or more report files. Broker imports add to the rows already in the calculator.

You can select several files at once or apply another batch later. Automatic reconciliation checks overlapping transactions and balances before combining accounts.

Source format

Import a Sharesies Transaction Report or Investment Holdings Report CSV.

Sharesies report file

Use Transaction Reports for buys and sells, enter dated dividends separately, and use Investment Holdings Reports for opening and closing values. You can select multiple CSVs at once; report types are detected automatically.

Sharesies export guide →

Your file is processed entirely within your browser. It is never uploaded to FIFtax servers.

Choose CSV file(s) or drag them hereSharesies Transaction Report or Investment Holdings Report CSVs

Check this calculator fits your situationordinary shares and ETFs only

•Use this for ordinary foreign-company shares and ETFs where FDR and CV can both be considered.
•Do not use it for non-ordinary shares, leveraged or inverse products, FIF superannuation interests, foreign life insurance, RAM, DRR, cost method, or attributable FIF income.
•Check the FIF responsibility check and NZ$50,000 cost-threshold tracker setting first if you are unsure.
•Foreign tax credits, withholding tax, disclosure obligations, and alternative exchange rate methods still need separate review before filing.

I held no FIF shares at the start of this income year and have entered the relevant acquisitions and disposals.

Opening values: start of income year

Enter each holding you had on 1 April. Add the ticker and quantity, then click Fetch prices to auto-fill the market value from Yahoo Finance.

Paste opening values from a spreadsheet

Columns: Holding Quantity Market Value Currency. Use tab-separated rows. Replaces existing rows.

Closing values: end of income year

Enter the market value for each holding on 31 March. Click Fetch prices to auto-fill. The calculator works out the closing quantity from your opening holdings and any transactions you have entered.

Paste closing values from a spreadsheet

Columns: Holding Market Value Currency. Use tab-separated rows. Replaces existing rows.

Transactions during the year

Add all buys, sells, and gross dividends before withholding tax during the selected income year. For dividends, use the declaration date from the dividend advice. Ex-dividend dates identify entitlement and are kept separately from payment dates. Enter amounts in the original transaction currency.

Paste transactions from a spreadsheet

Columns: Date Type Holding Qty Price/Unit Currency Brokerage Dividend. Use tab-separated rows. Dates: YYYY-MM-DD.

Download transaction template(with example rows)

Date	Type	Holding	Qty	Price/Unit	Dividend	Currency	Brokerage	Remove
Add a transaction or paste one from your spreadsheet.

Add a transaction or paste one above.

Disclaimer: This calculator estimates common ordinary-share FDR/CV scenarios based on IR461 guidance. It is general information, not financial or tax advice. Exchange rates are indicative historical rates from frankfurter.app and may differ from IRD rates, your broker's rates, or a permitted rolling-average or mid-month approach. The tool does not calculate RAM, DRR, cost method, attributable FIF income, foreign tax credits, corporate-migration exemptions, or disclosure obligations. You are responsible for checking your tax return before filing.