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SCB
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how do i access tax summaries for all accounts?

Posted by SCB SCB
Message 1 of 4 987 Views

HI,

 

i went into the tax sumary section under account information, but the summary only shows a few of my accounts, not all. How can i access the summary for all accounts?

 

thanks

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Re: how do i access tax summaries for all accounts?

Posted by DanaeC DanaeC
Message 2 of 4 982 Views

Hi @SCB, thanks for your enquiry. At present, you will be able to search for Tax Information Statements within your Personal Online Banking (BOB), dating back to 2009 - 2010 Financial Year. Once you have selected the year, the "Accounts" field will automatically update to show any accounts in your personal name that were open, and which had paid or accrued interest during that period. Hope this helps!

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Re: how do i access tax summaries for all accounts?

Posted by Komene Komene
Message 3 of 4 817 Views

Hi - how do you get them in a PDF version that you include in as tax returns for investment property loans and send to the accountants. I can only download as a csv file using your website. I use 4 other banks and they have a the half year (July to end of December and then December to end of June) i can download as PDF.

Thanks - Mark

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Re: how do i access tax summaries for all accounts?

Posted by LyndsC LyndsC
Message 4 of 4 807 Views

Hi @Komene, if you require a PDF copy of your tax information, you can access this by selecting "Print". Your transactions will appear in a new window, and you'll need to select the print button and then "Print to PDF". Please note that you'll need a PDF writer installed to your device to be able to do this. Thanks!

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