FIFtax
Calculator

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Built on official rules

Grounded in IRD guidance and the Income Tax Act 2007.

FIF responsibility check

Work through the facts that decide whether the historical calculator is the right next step, or whether you should check exemptions, RAM, records, or adviser help first.

Answer each question in order. The result updates as you go and points you to the next useful tool or guide.

0 / 9 answered
Which income year are you checking?
Are you a New Zealand tax resident for this income year?
Are you still within the transitional resident exemption period?
Do you hold overseas shares, overseas ETFs or unit trusts, foreign superannuation, or a foreign life insurance policy?
Have you removed investments that are clearly outside FIF, such as eligible ASX shares, NZ PIE funds, bank accounts, direct property, or other exemptions?
Did the total cost of the overseas investments you still need to check go over NZ$50,000 at any time in the year?
What type of taxpayer are you?
Could RAM matter because you recently became NZ resident, or because another country taxes you on share sales?
Are you a founder or active investor whose foreign-company stake was 10% or more but may dilute below 10%?