Computershare tax summaries

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08-04-2016, 03:35 PM
macduffy

Computershare tax summaries

Has anyone had any success in responding to the recent email offering tax summaries?

"Please wait"is the best I've been able to get today!

:mad ;:
09-04-2016, 11:19 AM
iceman

Quote:

Originally Posted by macduffy

Has anyone had any success in responding to the recent email offering tax summaries?

"Please wait"is the best I've been able to get today!

:mad ;:

I just downloaded mine from their website http://www.computershare.com/nz/Page...axSummary.aspx

Quick and easy :)
09-04-2016, 03:45 PM
macduffy

Thanks, iceman. Seems I have two accounts, passwords etc. Using the wrong one!

:blush::blush::blush:
09-04-2016, 04:27 PM
777

With 3 different accounts( mine, wifes and trust) and two share registries in NZ it would cost me $240+ for these summaries. Think how much money they could make if they were not so greedy.
The information is all there just waiting for a request to email it out.
09-04-2016, 06:50 PM
GTM 3442

It took me about ten minutes in total to get summaries from both Link and Computershare

The pricing, however, is such that it is on the borderline of practicality.
09-04-2016, 07:07 PM
fungus pudding

Quote:

Originally Posted by GTM 3442

It took me about ten minutes in total to get summaries from both Link and Computershare

The pricing, however, is such that it is on the borderline of practicality.

At what stage do they request payment? No tax for me to pay as my stuff is all PIES. Just to see what happened I clicked on purchase at the bottom of list of holdings expecting to be asked for payment but not intending to purchase - but I simply got an email listing my holdings. Said it was an acknowledgement that I completed a transaction. Hope I don't have to pay for what I knew anyway.
10-04-2016, 10:20 AM
Cricketfan

Quote:

Originally Posted by 777

With 3 different accounts( mine, wifes and trust) and two share registries in NZ it would cost me $240+ for these summaries. Think how much money they could make if they were not so greedy.
The information is all there just waiting for a request to email it out.

Sharesight gives you tax summaries, even the free version (though the report may only show 10 shares). You'd still be better off paying for Sharesight than paying $240+ the share registries!
10-04-2016, 10:48 AM
777

Quote:

Originally Posted by Cricketfan

Sharesight gives you tax summaries, even the free version (though the report may only show 10 shares). You'd still be better off paying for Sharesight than paying $240+ the share registries!

I don't pay for them at all. Far too expensive. I simply run spread sheets. Once created it is just a matter of putting in the new figures each year.

Thanks for the info on sharesight.
17-04-2016, 08:03 AM
waikare

I share the same view as you 777, and also run a annual spread sheet.

1

Quote:

Originally Posted by 777

I don't pay for them at all. Far too expensive. I simply run spread sheets. Once created it is just a matter of putting in the new figures each year.

Thanks for the info on sharesight.
17-04-2016, 06:17 PM
GTM 3442

Quote:

Originally Posted by fungus pudding

At what stage do they request payment? No tax for me to pay as my stuff is all PIES. Just to see what happened I clicked on purchase at the bottom of list of holdings expecting to be asked for payment but not intending to purchase - but I simply got an email listing my holdings. Said it was an acknowledgement that I completed a transaction. Hope I don't have to pay for what I knew anyway.

I was invoiced and I paid At the point of placing the order.

My assumption is that because your experience was an odd one - asked for (a), got (b) - it was with Computershare.
17-04-2016, 06:21 PM
fungus pudding

Quote:

Originally Posted by GTM 3442

I was invoiced and I paid At the point of placing the order.

My assumption is that because your experience was an odd one - asked for (a), got (b) - it was with Computershare.

Yes, it was. Nothing charged at all. Thanks for reply.
17-05-2016, 07:02 PM
Bobdn

I got a tax summary from Computershare because I was curious as I haven't done a tax return in a decade. Realized after having looked at it that I could just pull everything I need off the site so didn't bother to get one for NZ Market link as well. I did my tax return on 11 May (online) and my refund was deposited into my account on 16 May. Couldn't believe how efficient it was.
20-05-2016, 03:36 PM
GTM 3442

Quote:

Originally Posted by Bobdn

I got a tax summary from Computershare because I was curious as I haven't done a tax return in a decade. Realized after having looked at it that I could just pull everything I need off the site so didn't bother to get one for NZ Market link as well. I did my tax return on 11 May (online) and my refund was deposited into my account on 16 May. Couldn't believe how efficient it was.

Yes, after the investment of several gazillion dollars on various IT hardware, IRD are now matching the turnaround time they managed in the mid 1970s.

Hoorah for progress!
26-05-2016, 10:30 AM
craic

Quote:

Originally Posted by Bobdn

I got a tax summary from Computershare because I was curious as I haven't done a tax return in a decade. Realized after having looked at it that I could just pull everything I need off the site so didn't bother to get one for NZ Market link as well. I did my tax return on 11 May (online) and my refund was deposited into my account on 16 May. Couldn't believe how efficient it was.

Two years in a row I just phoned IRD and told them I could not manage their return site. I just gave the my dividend total, tax paid etc and they paid within days. Tried the same today and was told the figures had been entered, would be processed, ring back in June and may be able to provide a result, payment in August? I would receive some note in August anyway? - Seems I got the tealady.