View and export dividend details (all shareholders)
To review dividend details in bulk:
From the left-hand menu, go to Administration
Click Custom fields
Scroll to the Dividend fields section
Here you’ll see fields such as:
Bank account number
Non-resident taxpayer status
Non-resident withholding tax (NRWT) rate
Resident withholding tax (RWT) exemption
To export this information:
Click Export as CSV
This allows you to review shareholder dividend details outside the platform.
Update dividend details for an individual shareholder
To update details for a specific shareholder:
Go to Shareholders from the left-hand menu
Find the shareholder you want to update
Scroll or via the search function
Click the Actions (⋯) menu on the right
Select Edit entity
Edit dividend details
In the edit window, click the Dividend details tab
Update the shareholder’s details, including:
Bank account number (add or edit bank account)
Country of tax residence
Tax identification number (IRD, TFN, or TIN)
Tax residency status (resident or non-resident)
NRWT rate (if non-resident)
RWT exemption status (if applicable)
Click Update to save
How tax residency works
The system determines whether a shareholder is resident or non-resident based on their selected country of tax residence. This is a change from the former manual input that was required.
If they are a New Zealand tax resident, RWT rules apply
If they are non-resident, NRWT will apply
Important things to know
Dividend details are used to calculate tax and process payments
Keeping this information up to date helps avoid payment delays or incorrect tax treatment
You can update shareholder details at any time
Need help?
If you’re unsure what information to enter (especially tax details), we recommend checking with a tax advisor. You can also contact our support team for assistance.