Get tax-time ready

Tax time can feel overwhelming, but having the right information on hand can make things much easier, especially if you’re lodging your own return or preparing to meet with your tax agent.

To help take the stress out of the process, we’ve pulled together a few quick tips on where to find the information you might need so you can feel more organised, prepared, and confident this tax season.

How to view eStatements

Login to Internet Banking
Select 'My Accounts' from the top menu of options, then select 'Statements'
If any of your accounts are registered to receive electronic statements (eStatements), they will be listed on the screen here
Click on the 'Unread' link beside the Statement in the table to view the PDF statement on your screen

How to find interest charged and interest received on accounts

To view how much interest you earned and paid for the tax year:

Internet Banking:

Login to Internet Banking
Select 'My Accounts' from the top menu of options, then select 'Interest'
From the provided drop-down menu, select the Tax Year you'd like to view
The interest you earned and paid will now appear on the screen for each of your accounts, broken down by 'Interest Bearing Accounts' (i.e., Term Deposits, Savings Accounts etc.) and Loan Accounts (i.e. Home Loans, Personal Loans etc.)

Mobile Banking:

Log in to the Auswide Bank app
Tap the menu icon
Select ‘Accounts’
Select ‘Interest Details’

Note: Your tax accountant may still request to see this information printed on an Auswide Bank letterhead. You can request a copy of this from your local branch or by calling our Customer Hub on 1300 138 831 Monday-Friday between 8am and 6pm (AEST).

Be aware of scams

Tax time is a busy period, not just for individuals lodging their returns, but unfortunately for scammers too. Often during this time scammers will pretend to be from the Australian Taxation Office (ATO) in an attempt to steal personal information or money. As you gather your documents and prepare to lodge, it’s important to stay extra vigilant and be aware of the warning signs that something might not be legitimate.

Use the STOP. CHECK. PROTECT. approach to stay scam smart.

STOP: Don’t rush to act
Pause when you receive unexpected messages or calls about your taxes.

CHECK: Double-check if it’s really the ATO
If you’re uncertain about the authenticity of a message or call, hang up and verify by calling the ATO on 1800 008 540 or visiting the official ATO website.

PROTECT: Keep your information safe
Don’t share personal or banking details unless you’re sure it’s with a legitimate source.

Remember, the ATO does not send unsolicited SMS or emails with hyperlinks asking for personal information or to log into online services. If you receive a message like this, it could be a scam.