Following the end of the tax year (31 March) InvestNow will provide an Annual Tax Report which includes your PIE tax summary (taxable income and tax payable), FIF calculations (FDR and CV methods) where required, and a summary of other taxable income including listed PIE dividends and term deposit interest.

Throughout the year you can download an InvestNow Tax Summary Report in order to assist you or your accountant in the preparation of your tax return. Your Multi-Rate PIE investments are not included in the Tax Summary Report as PIE tax is a final tax and this information is not required for your tax return.

The ability to generate a Tax Summary Report will be temporarily disabled at the end of the financial year while the Annual Tax Report reports are being created.

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