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Tax made easier

Below are four easy actions you can take to make tax time simpler. You'll need your Financial Year's Interest Summary to lodge your tax return and to verify the accuracy of the interest.

Step 1.

Check your details are up to date

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

Step 2.

Download your Financial Year's Interest Summary.

Your summary shows interest paid, recieved, withheld tax and up to three years of financial history. 

Step 3.

Get your deductions sorted.

Quickly find out how much you can claim by searching up to three years of transaction history in Internet and Mobile banking. 

Step 4.

Collect summary statements.

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



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The Detail

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