Be one of 'those' people at tax time.
Find information to make your tax return easier
Check your interest
Access your interest paid or received from previous financial years:
- Sign in to Online Banking: Services > Interest and Tax Summary
- Open the Mobile Banking app: Services > Interest and tax
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.
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.
Apple, the Apple logo, iPhone are trademarks of Apple Inc. registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Android is a trademark of Google Inc.
Google Play is a trademark of Google Inc. Windows is a registered trademark of Microsoft Corporation in the United States and other countries.
© 2017 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit license 233714.