Getting organised for tax time may seem overwhelming. Here are some guides to help you get the transaction information you need for your tax return.
You can access up to seven years' worth of statements via Internet Banking. To download your bank statements: 1. Log in to NAB Internet Banking. 2. Open the Accounts menu and select ‘Account statements’. 3. A new page will load where you can select the account and timeframe you're looking for. 4. Tap Search and the statements will appear by statement end date. 5. Select the statements you need. You can select up to 12 at a time. 6. Tap Download to save the files to your computer. If you'd like to change from paper statements, switch to online statements today.
You can view up to two years' worth of transactions and export these as a .CSV or .QIF file. To export your transactions: 1. Log in to NAB Internet Banking. 2. Tap the account you need. 3. Tap Show filter to select the type of transactions, amounts and time frame you require. 4. Tap Display to apply your filters. 5. Open the Export drop down and select the type of file you need to export. 6. Tap Export and you will be prompted to save the file to your computer. Note: .CSV files are the typical format for Microsoft Excel and .QIF files are for accounting software like Quicken and MYOB.
Some merchants have trading names that differ from their business names, company names or brand names. You can view transaction details through the NAB app or Internet Banking for purchases made on your NAB credit and debit cards including merchant name, address, website, and map. Quickly and easily check transaction details:
1. Log in to the NAB app. 2. Tap the account you used for the transaction. 3. Scroll until you find the transaction you’re looking for. 4. Tap on the arrow to view Merchant Details.
1. Log in to NAB Internet Banking. 2. Tap the account you used for the transaction. 3. Scroll until you find the transaction you’re looking for. 4. Tap on the arrow to reveal more information about the transaction.
You can find your Interest Statement on Internet Banking or the NAB app. View our interest statement help guide to learn these steps with helpful visuals.
To get your interest statement for your tax return, you'll need to wait for the full year interest to be applied to your account. This will happen on the 5th of July. Additionally, you can view your interest details in myGov from the 15th of July.
1. Log in to NAB Internet Banking.
2. Open the Accounts menu and select ‘Interest Statements’.
3. A new page will load where you can select the previous or current financial year.
4. Tap Print or Export to save the interest statement to your computer.
Please check the accounts listed and the figures supplied against your own records. The table shows you interest you've received.
1. Log in to the NAB app.
2. Tap More in the bottom right for iPhone, or Menu in the top left corner for Android
3. Go to Reports.
4. Tap Interest statement and select the financial year you want to view.
5. Select Create report.
Interest earned on a NAB personal transaction or savings account may form part of your assessable income.
It is best to understand the implications of providing, or not providing, your Tax File Number (TFN) to NAB. Tap on the links below for more information:
You can find up-to-date information about lodging your tax return via the ATO's website.
If you're having trouble making a payment, make sure you reach out to their support team to ask about repayment plans.
For other enquiries, find the best department to contact.
Need help budgeting, managing your debts or paying off your home loan sooner? We’ve got some tips and guides to help.
Making sense of capital gains tax.
Learn how to understand your cash cycles and set cash goals.
Solve problems quickly online with our easy-to-follow guides. Simply select a topic and we’ll direct you to the information you need.
Visit our personal banking contact page for FAQ’s and how-to-guides, help from our virtual assistant and contact numbers.
Visit us in person at your nearest NAB branch or business banking centre.
Apologies but the Important Information section you are trying to view is not displaying properly at the moment. Please refresh the page or try again later.
The information contained in this article is correct as of July 2018 and is intended to be of a general nature only. It has been prepared without taking into account any person’s objectives, financial situation or needs. Before acting on this information, NAB recommends that you consider whether it is appropriate for your circumstances. NAB recommends that you seek independent legal, financial, and taxation advice before acting on any information in this article.
NAB acknowledges the Traditional Owners of the land as Australia’s First Peoples and recognises their continuing connection to lands, water and country. We pay our respects to Elders past and present.
Any advice on our website has been prepared without considering your objectives, financial situation or needs. Before acting on any advice, consider whether it is appropriate for your circumstances and view the Product Disclosure Statement or Terms and Conditions available online or by contacting us. Credit applications are subject to credit assessment criteria. Interest rates, fees and charges are subject to change. Target Market Determinations for our products are available at nab.com.au/TMD. Products issued by NAB unless stated otherwise.
© National Australia Bank Limited ABN 12 004 044 937 AFSL and Australian Credit Licence 230686