Tax Centre

Understand your tax obligations when you invest through Hatch.

17 articles in this collection
Written by Kristen Lunman, Natalie Ferguson, and Olivia Soper

What do I do with my Foreign Investment Funds (FIF) calculation?

How to use calculation spreadsheet to complete your tax return

Written by Olivia Soper
Updated over a week ago

What is a Foreign Investment Fund (FIF)?

A Foreign Investment Fund (FIF) is a weirdly complicated name for different types of overseas investments.

Written by Olivia Soper
Updated over a week ago

What is a share dealer/trader?

Find out what the behaviours are associated with a trader.

Written by Olivia Soper
Updated over a week ago

Do I have to pay tax in the US?

Find out your US tax obligations, if any.

Written by Olivia Soper
Updated over a week ago

What types of income aren’t automatically taxed in New Zealand?

Some types of income are not taxed before you receive it. This may need to be included in an individual tax return.

Written by Olivia Soper
Updated over a week ago

What are W-8BEN and W9 tax forms?

Depending on your tax residency, a compulsory W-8BEN or W9 form will be completed on your behalf to ensure you pay the right tax in the US.

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. You may have to pay tax on your dividends in NZ.

Written by Natalie Ferguson
Updated over a week ago

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

You may or may not need to pay tax. l It depends on your situation and Hatch gives you all the information you need.

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 Kristen Lunman
Updated over a week ago

Completing your NZ tax return

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

The process may differ depending on how much you have invested overseas (more or less than $50,000 NZD).

Written by Kristen Lunman
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. For 2021 and 2020 tax years.

Written by Kristen Lunman
Updated over a week ago

Completing your NZ tax return for the 1 April 2020 - 31 March 2021 Tax year

How to make sure tax time is sorted for your overseas investments (spoiler: it’s very straight forward)

Written by Kristen Lunman
Updated over a week ago

Partner connection: Sharesight

What is Sharesight and how can I connect it to Hatch?

Sharesight's comprehensive FIF tax reporting makes it easy to calculate your NZ tax obligations

Written by Kristen Lunman
Updated over a week ago

What happens if I've been manually adding my Hatch trades to Sharesight and then connect through Hatch?

How to avoid duplicate transactions in Sharesight

Written by Kristen Lunman
Updated over a week ago

Why are my total returns different in Sharesight and Hatch?

Hatch and Sharesight calculate your total returns a little differently.

Written by Kristen Lunman
Updated over a week ago

Why is the average cost price of my shares different in Hatch and Sharesight?

Written by Kristen Lunman
Updated over a week ago

What happens if I disconnect my Hatch and Sharesight portfolios?

Hatch will no longer send your trades to Sharesight, but the information already in Sharesight won't change

Written by Kristen Lunman
Updated over a week ago