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Find information to make your tax return easier

Check your interest

Access your interest paid or received from previous financial years:

Detailed steps to download your Interest and tax summary.

Look up your history or transactions

Your banking information is stored securely and available to access anytime. Find previous transactions1 you may record or claim.

Don’t have Customer ID or password to sign in?

If you’ve lost your details, you can look up your customer ID number on the sign in page or reset your password.

Other ways to get ready for tax time

Export your Westpac Live transactions to an accounting package. Find out more by signing in.

Download or print a summary of your account balances or a statement of recent transactions on letterhead. Find out more about Proof of Balance or Recent transactions.

Key financial year dates

30 June 2017

End of the financial year

31 October 2017

General cut-off date for submitting your tax return yourself

How to submit your tax return

Online tax returns

The ATO provides myTax for straightforward returns. It can prefill a range of data (from banks, employers, government agencies etc.), and you can simply review, amend or add missing details, then submit. Plus, myTax can be accessed via tablets, smartphones as well as computers.

Before lodging an e-tax return, you need to create a myGov account and link it to the ATO.

Paper tax return

The standard paper-based return can be ordered from the ATO. Complete and submit it with any required documents by mail. Refunds can take up to 50 business days after lodgement to be issued.

Using a tax agent

Employing the skills and knowledge of a registered tax agent or accountant could be money well spent– please check with your tax agent or accountant. Just make sure they're officially registered with the Tax Practitioners Board.

How to track your tax return

The ATO has developed an app for Windows®, Android™ and iOS to help track progress of your return, you can learn more from their website.

Don’t have Online or Mobile Banking?

If you haven’t ever set up Online Banking, you can register online for Westpac Live.

Once you have registered, you can download the apps here:

Things you should know

This information should be used as a guide only. It does not take into account your personal objectives, financial situation or needs and you should consider its appropriateness before acting on it. We recommend that you seek independent legal and tax advice about your specific circumstances..

Before using Online or Mobile Banking, please read the Westpac Online Banking Terms and Conditions.

1Transaction history - The amount of transactions you can view varies depending on the number of transactions you’ve performed. Find out more.

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© 2017 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit license 233714.