Tax Centre

Understand your tax obligations when you invest through Hatch.

12 articles in this collection
Written by Kristen Lunman and Natalie Ferguson

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 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 Natalie Ferguson
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 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 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 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 Kristen Lunman
Updated over a week ago

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 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