Tax Centre
Understand your tax obligations when you invest through Hatch.
12 articles in this collection
Written by Kristen Lunman and Jaclyn Herr
Written by Kristen Lunman and Jaclyn Herr
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 Jaclyn Herr
Updated over a week ago
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 Jaclyn Herr
Updated over a week ago
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 this week
Updated this week
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 Jaclyn Herr
Updated over a week ago
Updated over a week ago
Completing your NZ tax return
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 Kristen Lunman
Updated this week
Updated this week
Completing your NZ tax return for the 1 April 2019 - 31 March 2020 Tax year
Some general info about paying tax on your overseas investments
Written by Kristen Lunman
Updated this week
Updated this week
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 Kristen Lunman
Updated this week
Updated this week
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 this week
Updated this week
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 this week
Updated this week
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 this week
Updated this week
Why is the average cost price of my shares different in Hatch and Sharesight?
Written by Kristen Lunman
Updated this week
Updated this week
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 this week
Updated this week