What you can manage
You can:
Update tax residency
Add or edit IRD numbers
Set RWT / NRWT tax settings
Manage bank account details
Export all dividend-related data in bulk
These details directly impact dividend calculations and reporting.
Export shareholder dividend details (bulk)
To review all shareholder data:
Go to Administration
Select Custom fields
Click Export as CSV
The export includes:
IRD numbers
Tax residency
Withholding tax settings
Bank account details
Update a single shareholder
To edit an individual shareholder:
Go to Shareholders
Find the shareholder
Click the Actions (⋯) menu
Select Edit entity
Edit dividend details
Inside the shareholder edit screen:
Click Dividend details
Update the required fields
Click Update
You can edit:
Bank account details
IRD number
Country of tax residency
RWT exemption status
NRWT rate (if non-resident)
How tax residency works
The system determines withholding tax automatically based on residency:
NZ resident → RWT applies
Non-resident → NRWT applies (based on selected rate)
You no longer manually choose resident vs non-resident, the system derives it from the country of tax residency.
Tips
Review and update shareholder details regularly, especially before creating a dividend
Use the CSV export to quickly check for missing or incorrect information
Follow up with shareholders if key details (like IRD numbers) are missing