Interest and Tax Summary
Download your Interest and tax summary for eligible accounts from Westpac Live.
Your Interest and tax summary includes:
- interest paid
- interest received
- tax withheld
- access up to 3 financial years of interest and tax
Sign in on desktop, mobile or iPad and get prepared for tax time today.
How to download your Interest and tax summary
Step 1: Sign in and click on Services & Preferences. Select Interest & tax under Account services.
Step 2: Your summary will be displayed.
Step 3: You can choose to Print or Save as a PDF so that you can email or print it later.
Step 1: Sign in and tap Self Service at the top of the screen
Step 2: Tap Financial Reports
Step 3: Select your report from the drop down menu
Things you should know
Apple, the Apple logo, iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. Apple Watch is a trademark of Apple Inc. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc. Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
Any tax related information we provide should be used as a guide only. We recommend that you seek independent professional legal and tax advice about your specific circumstances.
Westpac Mobile and Tablet Banking applications are only available for use by Westpac Australia customers.
Internet connection is needed to access Westpac Banking apps. Normal mobile data charges apply.
The interest and tax summary is available for eligible accounts issued by Westpac, provided the amounts and totals are accessible or available in Westpac Live. The summary may not reflect all accounts held by you with the Westpac Group.