Hatch & NZ FIF Tax: Export Guide
If you use Hatch for US shares or ETFs, the FIFtax calculator can import Hatch's tax-year CSV exports for positions, trades, dividends, and corporate actions.
Use these reports
Positions:
Opening positions and closing positions CSVs
Activity:
Trades, dividends, and corporate actions CSVs
Dates:
Full NZ income year, 1 April to 31 March
Import:
Choose Hatch in the calculator and select the CSV set
Before importing
Start with the FIF responsibility check and the NZ$50,000 threshold guide. Hatch exports help with the numbers, but they do not decide whether FIF applies to you.
Which Hatch files do you need?
Hatch separates the information across several CSVs. For a complete calculator import, export the files that cover your full income year.
Opening positions
Holdings and market values at the start of the income year, usually 1 April.
Closing positions
Holdings and market values at the end of the income year, usually 31 March.
Trades
Buys and sells during the income year, including brokerage fees.
Dividends
Gross dividend rows. Withholding adjustment rows are kept out of the FIF calculator import and should stay with your filing records.
Corporate actions
Transfers, stock splits, and other actions. FIFtax does not turn these into buys or sells automatically; it shows a warning so you can review them before filing.
Step 1: Export the Hatch CSVs
- 1 Log in to Hatch and find the tax-year export area for your account records.
- 2 Set the period to the NZ income year you are calculating, usually 1 April to 31 March.
- 3 Download the CSVs for opening positions, closing positions, trades, dividends, and corporate actions where available.
Step 2: Import into FIFtax
- 1 Open the historical FIF calculator and select the income year.
- 2 Under Import from a broker, choose Hatch.
- 3 Select or drag the Hatch CSV files. You can import the whole set at once.
- 4 Review the preview counts and warnings, then click Apply and add to calculator.
What FIFtax does with Hatch rows
Opening and closing positions: imported from the USD market value columns. The calculator converts USD to NZD when calculating.
Trades: BUY and SELL rows become calculator transactions. Hatch brokerage fees in USD are imported with the trade.
Dividends: positive dividend rows become dividend transactions. Withholding adjustment rows are not imported into the FIF calculator; keep them with your tax records for any foreign tax credit checks.
DAGXX money-market rows: Hatch has used DAGXX as a cash-sweep money market fund. FIFtax excludes those rows with a warning so they do not swamp the import. If you intentionally held DAGXX as an investment, add it manually.
Corporate actions: transfers and stock splits are shown as warnings for review. They are not imported as taxable buys or sells automatically.
Your data stays in your browser
When you select Hatch CSV files, they are read and processed entirely in your browser. The files are not uploaded to FIFtax servers. Exchange rate requests contain only dates and currency codes.