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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 your Interest & 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

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

Step 3. Collect your statements

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

Step 4. Connect your bank feeds

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

More help at tax time

Remain secure and avoid scams

Check who has third-party access to your accounts. Do they still need access? 

You can also set up a Westpac ProtectTM SMS Code to make your banking even more secure or take our Security Wellbeing Check to help avoid scams.

Tax tips for EOFY

Forgot your password or customer ID?

Grab your security device (either Westpac Protect™ SMS Code or RSA SecurID Token®) and next time you login, tap Forgot customer ID or password to reset your password on the go.

Reset password

Things you should know

Westpac Online Banking Terms and Conditions apply.

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.

Mobile and Tablet Banking applications are only available for use by Westpac Australia customers.

Standard call charges apply. Internet connection is needed to access the Westpac App. Normal mobile data charges apply.

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Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.