Help

How do I get a tax certificate?

Your tax certificates are easy to save or share from Westpac One® digital banking. They show the credit interest and tax paid on all your accounts that earned interest during a tax year.

In the app.

  1. Go to More from the bottom menu
  2. Select Profile
  3. Choose Tax Certificates

     
  4. Scroll down to Year ended and choose the financial year you want a certificate for
  5. Select the arrow to open the certificate, then the share icon from the top right of the screen to save or share it.

In online banking.

  1. Go to Profile
  2. Select Tax Certificates
  3. From Year ended, choose the financial year you want a certificate for
  4. Then Download.  

Things you should know.

  • Your tax certificate will generally be available by the end of April each year.
  • Tax certificates for organisation accounts are only available in Westpac One when you log in with the organisation’s details as the account owner.
  • If your tax certificate is not showing in digital banking please contact us, or pop into your nearest branch.