Don’t sweat the small stuff at tax time
Set up Tax organiser
1. Find Tax organiser
Search Tax organiser in Smart Search or find it under Insights at the bottom of your home screen.
2. Select expense areas
Follow the prompts and select expense areas relevant to you. This could help with finding your possible tax relevant transactions.
3. Review your possible transactions
Tap Possible to review the list of suggested transactions. Mark and confirm the expenses you’d like to keep track of.
Track your transactions
Keep up to date
Mark your relevant transactions throughout the financial year.
Assign a percentage
Adjust the percentage of a transaction to reflect your tax relevant amount.
Download your summary
Tap on the Download your list of tax relevant transactions button to get your summary in a spreadsheet format (CSV).
Get started
Westpac customers can enjoy our Tax organiser tool and other Westpac App features.
Tips to consider at tax time
1. Stay alert to avoid tax scams
Check out our tax scams page to stay informed about the latest scams and how to avoid them.
2. Download your interest and tax summary
Scroll to the bottom of your Tax organiser screen, then tap Interest and tax to view and download your summary for the financial year.
3. Update your details
Check that your personal and contact details are complete and up to date.
4. Download your statements
Download your statements to help complete your tax return. Search Statements in the App to get going.
FAQs
A possible transaction is a payment made from your bank account that may be relevant to you at tax time, such as charitable donations or work-related expenses.
Tap Possible on your Tax organiser screen to review a list of possible transactions, based on your expense areas. To mark transactions that are tax relevant to your personal circumstances, select the transactions and tap Mark as tax relevant.
Download the Westpac App
If you are registered for Online Banking you automatically get access to the App.
Things you should know
Read the Westpac Online Banking Terms and Conditions (PDF 1MB) at westpac.com.au before making a decision and consider whether the product is right for you.
This information does not take into account your personal objectives, financial situation or needs and so you should consider its appropriateness having regard to these factors before acting on it.
Any tax information described is general in nature and it is not tax advice or a guide to tax laws. We recommend you seek independent, professional tax advice applicable to your personal circumstances.
The taxation position described (including any taxation considerations) is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and their interpretation.
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