Blog

Painless tax returns with the Taxable Income Report

by Scott Ryburn, CTO, Sharesight | Oct 22nd 2007

Today we have added the first of the report pages to Sharesight -- the Taxable Income Report. This report is designed to take the pain out of declaring dividends in your end of year tax return by producing all of the information you need at the click of a button. Gross dividend, imputation credits, and withholding tax information is collated and summarised in an easy to read format. Sharesight provides separate reports for NZ income and overseas income to match the format of your IR3 return.

Sharesight exposure report

See what’s inside your ETFs with Sharesight’s exposure report

by Stephanie Stefanovic | Nov 21st 2023

See inside your ETFs and get the full picture of your investment portfolio's composition with Sharesight's exposure report.

Why KmacD Financial uses Sharesight

How KmacD Financial streamlines reporting and saves time with Sharesight

by Diana Ioppolo | Nov 15th 2023

We talk to financial planning firm KmacD Financial about how the Sharesight-AdviserLogic integration helps them save time and streamline client reporting.

release notes

Sharesight product updates – November 2023

by Ben Clendon | Nov 10th 2023

The focus over the past month has been on implementing additional feature ideas relating to our new (beta) exposure report.