FIF Calculators
Estimate a completed FIF year with the right checks in front
Use this calculator once you have checked residency, exemptions, the relevant cost threshold, and whether RAM might apply. It keeps the entry point clear while the existing calculator handles the detailed FDR and CV worksheet.
You finish with an estimate, a breakdown, and a filing checklist prompt that shows what still needs review.
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Add your holdings
Enter opening and closing values, or import supported broker files for ordinary foreign shares and ETFs.
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Tell us about transactions and income
Add buys, sells, dividends, currencies, and exchange rate details for the completed income year.
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Review the verdict
Compare common FDR and CV outcomes where available, then read any warnings before using the result.
Does this apply to me?
The historical calculator estimates FDR/CV outcomes for common ordinary-share and ETF cases from the data you enter. It does not decide foreign tax credits, disclosure obligations, RAM elections, or non-ordinary investments.
Under the relevant threshold and just dealing with overseas dividends? Use the Foreign Dividend Helper instead. Current guidance uses a NZ$50,000 threshold; Budget 2026 proposes NZ$100,000 from 2026-27. The helper prepares gross dividends, foreign tax withheld, exchange rate records, and IR1261 worksheet figures.
Did your transitional residency end during this income year? This calculator assumes the FIF rules apply for the whole income year. If your exemption ended during the year, using 1 April values can overstate income because your starting value may be the market value on the day after the exemption ended. Read the guide before relying on the result.
Start your historical FIF calculation
Choose the income year, then import a broker file or enter holdings manually. You can review everything before calculating.
Sets the 1 April to 31 March period.
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. Transactions are appended, and matching opening or closing holdings are combined.
Import a Sharesies Transaction Report or Investment Holdings Report CSV.
Sharesies report file
Use Transaction Reports for buys, sells, and dividends, and Investment Holdings Reports for opening and closing values. You can select multiple CSVs at once; report types are detected automatically.
Your file is processed entirely within your browser. It is never uploaded to FIFtax servers.
Check this calculator fits your situation
- •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.