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Tax Centre
Tax Centre
Understand your tax obligations when you invest through Hatch.
Tax on American Depositary Receipts (ADRs)
What do I need to do at tax time for my Hatch investments?
What do I need to do with my Hatch income at tax time?
Do I need to pay tax on my dividends?
Do I need to pay tax when I sell my shares?
Do I have to file a tax return if I’m under the $200 NZD dividend threshold?
Can you tell me how much tax I have to pay?
What is investment cost?
What’s included in my investment cost?
Is my investment cost the same as my portfolio value?
Does my investment cost include gains or losses on my investments?
Can exchange rate changes cause my investment cost to go over $50,000 NZD?
Does my investment cost decrease when I withdraw my available balance?
Are Australian shares included in my investment cost or FIF income calculations?
How does Hatch calculate my investment cost?
Does transferring shares to or from Hatch impact my investment cost?
Which exchange rates are used to calculate the NZD value of my investment cost?
How often is my investment cost updated on my current year Tax Reports page?
Why do you only show the peak investment cost when I've gone above the FIF threshold and not before?
What types of income aren’t automatically taxed in New Zealand?
How do I work out the Jurisdiction of my investments for my tax return?
What is a share dealer/trader?
What does investing for a profit mean?
Can I claim a tax credit on American Depositary Receipts (ADRs)?
Understanding your Hatch tax reports: where we get the data from