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4 easy steps to tax prep

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

Step 1. Download interest and tax summary

Download interest and tax summary

Search up to three years of transaction history to see how much you can 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

Read 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

This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.  


The taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and their interpretation. 

Read the Westpac Online Banking Terms and Conditions (PDF 555KB) before making a decision and consider whether the product is right for you.  

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© Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian Credit Licence 233714.