Tax Centre | FAQs

Tax Centre

Understand your tax obligations when you invest through Hatch.

7 articles in this collection
Written by Caitlyn Parker and Natalie Ferguson

Completing your NZ tax return for the 1 April 2018 - 31 March 2019 Tax year

Some general info about paying tax on your overseas investments

Written by Natalie Ferguson
Updated over a week ago

Do I need to pay tax on my dividends?

Your US tax is sorted for you. Your NZ tax obligations depends on how much you have invested

Written by Caitlyn Parker
Updated over a week ago

Do I need to pay tax when I sell my shares?

Your tax obligations will depend on your situation

Written by Caitlyn Parker
Updated over a week ago

What do I need to do to with my Hatch income at tax time?

The process may differ depending on your status (eg an individual or a Trust), and how much you have invested.

Written by Natalie Ferguson
Updated over a week ago

Understanding your tax spreadsheets: where we got the data from

There are a lot of things we needed to take into account when providing tax numbers for you

Written by Natalie Ferguson
Updated over a week ago

What does investing for a profit mean?

If you purchase shares with the intention to sell them at a profit, rather than earning dividend income from holding them

Written by Natalie Ferguson
Updated over a week ago

What is a W-8BEN tax form?

a W-8BEN form is required by the IRS to ensure you pay the right amount of tax in the US

Written by Caitlyn Parker
Updated over a week ago