InvestNow produces a consolidated tax report which includes FIF calculations (FDR and CV methods) where required, and a summary of other taxable income including listed PIE dividends and term deposit interest. Note that a tax report is not provided for investors who only have holdings in PIE funds and do not have a zero PIR, as PIE tax is a final tax and so this information is not required for your tax return.

The InvestNow Tax Summary Report is a tax summary in order to assist the investor or their accountant in the preparation of their tax return. Clients can generate and download a tax report during the year, but following the end of the tax year (31 March) we will prepare and upload a final Tax Summary Report and the ability to generate a tax report is disabled while these reports are being checked. 

For more information about the Tax Summary Report, please refer to the InvestNow Tax Guide.