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Tax time prep in four steps

Follow these steps in Online Banking to help prepare your business tax return.

Step 1. Download interest and tax summary

Download interest and tax summary

View and download your interest and tax summary. You can also search up to three years of transaction history to see how much you could claim.

Step 2. View your cheque or cash deposits

View your cheque or cash deposits

There’s no charge to view scanned images of your cheque, deposit or withdrawal slips in Online Banking.

Step 3. Collect your statements

Collect your statements

Download up to 7 years of statements to help reconcile your finances when you complete your return. You can access Merchant eStatements too.

Step 4. Connect your bank feeds

Connect your bank feeds

Export your data into a spreadsheet or connect your bank accounts to your accounting software. You can even share it with your accountant. 

More help at tax time

Avoid tax scams

Learn about the latest tax scams or take our Security Wellbeing Check to help you stay safe online.

Forgot your login details?

If you haven’t signed in for a while, you can easily retrieve your Customer ID or reset your password online. 

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Things you should know

Any tax information described is general in nature and it is not tax advice or a guide to tax laws. We recommend you seek independent, professional tax advice applicable to your personal circumstances.

Read the Westpac Online Banking Terms and Conditions (PDF 740KB) before making a decision and consider whether the product is right for you.  

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