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How do I update my tax details?

Keeping your tax information up to date ensures that your investment income is reported correctly and any tax is assessed accurately.

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Written by Snowball Team
Updated over a week ago

How to update your tax details

1. Log in to your Dashboard

Go to Snowball and log in using your investor credentials.

2. Go to your Tax details account settings

Once logged in, click your name or profile icon in the top right corner, then select Tax details from the dropdown menu. This is where your IRD number, tax rate, and other related information is stored.

3. Update your information

Click on the Update tax details button, then edit any fields as needed, including your RWT rate and PIR. Once you’ve made your updates, click Update tax details at the bottom of the section to ensure your new tax details are applied.

Note that this option will only be available if you’ve previously declared your tax details with us.

Need help?

If you're unsure what tax rate applies to you, we recommend checking with your accountant or visiting the Inland Revenue website.

If you’re unable to update certain tax details or need further changes made, feel free to contact our team.

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