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Tax paperwork assistance

Does Stake help me with tax support?

Stake makes it easy to navigate tax time. It’s simple to gather the information you need about your investments to complete your annual tax return. Our partners can also generate additional reports you may need. 

Reports we provide

Account-related documents are easily accessible on Stake. 

In the app, simply go to More > Tax & documents. 

On desktop, click Menu (top right icon) > Tax & documents > Account summary report (located under Tax & documents).

Your Account Summary Report contains everything you need to assist you or your accountant/tax agent in determining your tax obligations, including beginning to end-of-period balances, official exchange rates displayed on your transaction log and trade volumes. You can specify the format as either an Excel spreadsheet (.xlsx) or a PDF.

You can also obtain Trade Confirmations and Monthly Account Statements, both conveniently provided in PDF format. 

Please note that due to the complexities involved with tax, we recommend you obtain independent and professional advice that takes into account your own set of facts and circumstances.


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Stakeshop Pty Ltd is registered as an overseas company in New Zealand (NZBN: 9429047452152), and is registered as a Financial Service Provider under the Financial Service Providers (Registration and Dispute Resolution) Act 2008 (No. FSP774414). We hold a full licence issued by the Financial Markets Authority to provide a financial advice service under the Financial Markets Conduct Act 2013. However, the content on this website has not been prepared to take into account any of your individual objectives, financial situation or needs. To the extent you require further information about the relevant New Zealand legislation that may apply, or require specific advice, please contact your legal and/or financial adviser (as appropriate). The information on our website or our mobile application is not intended to be an inducement, offer or solicitation to anyone in any jurisdiction in which Stake is not regulated or able to market its services. At Stake, we’re focused on giving you a better investing experience but we don’t take into account your personal objectives, circumstances or financial needs. Any advice is of a general nature only. As investments carry risk, before making any investment decision, please consider if it’s right for you and seek appropriate taxation and legal advice. Please view our Terms & Conditions, Privacy Policy, Financial Advice Disclosure and Disclaimers before deciding to use or invest on Stake. By using the Stake website or service in any way, you agree to our Privacy Policy and Terms & Conditions All financial products involve risk and you should ensure you understand the risks involved as certain financial products may not be suitable to everyone. Past performance of any product described on this website is not a reliable indication of future performance. Stake is a registered trademark under class 36 (New Zealand).

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