Help & support
Download a copy of your interest & tax summary, statements and records you’ll need.
Check your details match the Australian Taxation Office (ATO) records to avoid any processing delays.
Identify any deductions you may be able to claim, such as tax deductible donations to charities, or out of pocket work expenses.
A quick guide to lodging your tax return.
Detailed records can help you identify relevant items for your tax return. You can use these records to help complete your tax return or give them to your tax agent.
Simply log on to the CommBank app or NetBank and download important documents directly to your device.
Your interest & tax summary is a summary of the interest you’ve earned or paid for the current and previous financial year.
Log on and search ‘tax summary’ or tap the link below. You’ll need your NetBank PIN to access it from the app.
You can access up to seven years of statements in NetBank. If you’re a business owner, this is your official bank record of credits and debits for your business accounts.
This is an official letter available immediately, confirming your transactions and account details for a period you choose (includes up to 100 transactions).
It’s important that your details are up-to-date and match ATO records to avoid any processing delays. Log on to the app or NetBank to check the following:
Message us in the app if you need to update your mobile number.
You might also want to check that any bank account details you've previously provided to the ATO are still current.
While you’re not required to provide your TFN or exemption, if you don’t, by law we may be required to withhold a portion of any interest earned on your account. If you haven’t previously provided your TFN, or want to provide it again to make sure it’s correct, you can update your details in NetBank or the CommBank app, or visit your local branch.
You can use Category budgets in the app to help you identify tax related transactions. Transaction categories include gifts and donations, investments, education, business expenses and more.
Ceba can help you find statements, respond to questions or connect you with a specialist who’ll message you back.
Whether you’re new to lodging a return or you’ve been doing it for years, we have a range of tips and guides to help you get on top of tax time.
Tax on redundancy payments
How to make the most of your payout.
5 ways to save tax using superannuation
Remember to keep an eye on contribution caps.
Tax tips for property investors
Review any tax considerations you might have for your investment property.
Quick guide to fringe benefits tax (FBT)
Fringe benefits may help reduce your taxable income.
Quick guide to Capital Gains Tax (CGT)
What do investors need to know about CGT?
Now’s a great time to consider how you can put that money to good use – whether it’s saving towards a financial goal, paying down debt, investing or paying off some of your home loan.
Scammers take advantage of EOFY and ramp up their activities. Protect yourself by staying up to date with the latest ATO scams and information.
Brush up on the latest ATO and tax scams and learn how to avoid them.
This page is intended to provide general information only and does not take into account your individual objectives, financial situation or needs. The above information is not tax advice. Taxation laws are complex and subject to change. Commonwealth Bank does not provide tax (financial) advice under the Tax Agent Services Act 2009 (Cth). You should consider seeking independent tax advice from a registered tax agent, accountant or adviser before you make any decisions based on this information.
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