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Get started with our 4 simple steps

When it comes to tax time, many of us would rather put off doing our taxes than cross them off the to-do list. But with the help of Online Banking, tax time doesn’t have to be a chore.

Step 1. Download your interest and tax summary

Download your interest and tax summary

See a quick summary of your interest and tax for the financial year.

How to download

Step 2. Are your details up to date?

Are your details up to date?

Check that your personal details are complete and up to date (including your tax-residency status). Any details that don't match the ATO records could cause delays.

Step 3. Get your deductions sorted

Get your deductions sorted

Easily search your transactions to see what you can claim.

Step 4. Collect your statements

Collect your statements

Download up to 7 years of statements to help reconcile your finances when you complete your tax return.

More help at tax time

Stay secure at tax time

There are easy steps you can take to protect yourself and help prevent being scammed at tax time. 

How to stay secure

Latest tax scams

Getting ready for tax time

When it comes to getting ready for tax time, a little organisation goes a long way. Here are some tips from the Davidson Institute.

Read more

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 277KB) before making a decision and consider whether the product is right for you.


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