New Zealand

Income summary (indicative)

Indicative, not tax advice.

Summary for the income year 1 Apr 2026 to 31 Mar 2027. The year runs from 1 April to 31 March. Dividends show gross, NZ imputation credits and withholding in NZ$. Realised gains use FIFO (first in, first out).

Cost method: FIFO (first in, first out).

• This paper reads up to 5,000 ledger rows.
• A dividend saved without a breakdown is shown as cash only and is not added to gross.
• Realised amounts match the realised profit and loss page.

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Indicative, not tax advice.