Overseas dividend records

Foreign Dividend Helper

For NZ tax residents under the NZ$50,000 FIF cost threshold who need to organise overseas dividends, withholding tax, exchange rates, and IR1261 worksheet records.

This income year is supported.

Frankfurter exchange rates are checked when you add or update a row. A manual exchange rate overrides the fetched rate.

Dividend rows

Saved in this browser only.

Add a dividend or paste spreadsheet rows to start your worksheet.

Foreign tax credit estimate by rate

Compare the saved dividends across the five individual tax rates. This is a worksheet view, not a full tax return calculation.

BracketEstimated NZ tax at this rateForeign tax credit estimateEstimated differenceForeign tax above estimate
10.5%$0.00$0.00$0.00$0.00
17.5%$0.00$0.00$0.00$0.00
30%$0.00$0.00$0.00$0.00
33%$0.00$0.00$0.00$0.00
39%$0.00$0.00$0.00$0.00

IR1261 worksheet output

Figures by country or jurisdiction using the selected tax rate row.

Country or jurisdictionGross NZDForeign tax paid NZDNZ tax estimateForeign tax credit estimateExcess foreign tax