Tips for tax time

Find out how to export transaction details and view your statements for tax time.

Tips for tax time

Prepare your documents for tax time with the help of Internet Banking. You can find the following information easily.

Details of interest earned and interest paid

Whether you do your tax yourself or have an accountant do it for you, you’ll need to provide your financial year of interest earned.

See your interest summary

See a summary of all interest earned and interest paid in both the current and previous financial year by following these steps.

Step 1: Log in to Internet Banking.

Step 2: Select ‘Account Activity’ and then ‘Interest Summary’ from the menu.

Retrieve your statement (pdf)

Step 1: Log in to Internet Banking.

Step 2: Select ‘Account Activity’ and then ‘Monthly Statements’ from the menu.

Step 3: Select the statement you want to view. The summary of interest paid for the previous financial year is on your June statement.

Transaction details for your tax software

You can export your account transactions in the form of a CSV, OFX, OFC or QIF file. If your software supports these files, you can add your transactions to your tax software by following these steps.

Step 1: Log into Internet Banking.

Step 2: Select the account you wish to export the transactions from.

Step 3: On the Account Summary page, scroll to the bottom and select ‘Download’.

Step 4: Select the format you wish to export and the date range.

Step 5: Click on ‘Select’.