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Taking the first steps

There are few certainties in life, but one of them is taxes. When it comes to doing your tax return, getting started is often the hardest part. That’s why we’ve made things easier. Here are a few simple steps to get you on your way.

Step 1. Download your Financial Year’s Interest Summary

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

Download now

Step 2: Get your deductibles sorted

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

Search now

Step 3: Collect other summary statements

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

Get statements

Are your details 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.


Receiving your Tax Refund

Whether it’s online, by mail or registered accountant, your tax return should be lodged by 31 October 2019. 
If you qualify for a tax refund and nominated your BankSA account on your tax return, any tax refund will be deposited directly into your account.


How Australians tackle tax.


of us receive a refund.*
Those are some good odds, so stop putting it off.


is the average return.*
In case you were wondering how yours compared...


is the average amount claimed for charitable deductions.*
Get generous and experience
that feel-good factor.


of us do our own tax.*
DIY is probably much easier than you think!


Forgotten your details?

Look up your Customer Access Number or reset your password on the logon page.

Don’t have Internet or Mobile Banking?

Register online and download the app.

The Detail

Before using Internet and Phone Banking, please read the  BankSA Terms and Conditions for Internet Banking and Phone Banking.

*As cited in the Taxation statistics 2016–17 publication available here.

Conditions, fees and charges apply. These may change or we may introduce new ones in the future. Full details are available on request. Lending criteria apply to approval of credit products. This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it.

Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Unless otherwise specified, the products and services described on this website are available only in Australia from BankSA - A Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.