Things to do before you start

If you haven’t already, make sure to register for NAB Internet Banking or download the NAB app to provide your tax details securely.

Steps to provide your tax residency details

Select your preferred device and follow the instructions to update your details.

NAB app

Instructions for Australian tax residents

  1. Log into your NAB app.
  2.  In the menu, tap Profile and select Tax Details.
  3. If the information in this section is correct, proceed to step 6.
  4. Tap Add a tax residency and select Australia
  5. Enter your Tax File Number (TFN).
  6. Tap Confirm to save your details.
  7. In the menu, tap Profile and select My Details to ensure you have a valid Australian phone number and address on your profile.

Instructions for foreign tax residents

  1. Log into your NAB app.
  2. In the menu, tap Profile and select Tax Details.
  3. Tap Add a tax residency and select the country where you’re a tax resident.
  4. Tap Can you provide a TIN or equivalent and select Yes, I have a TIN.
  5. Enter a valid TIN for your country.
  6. Tap Submit to save and declare your changes.

NAB Internet Banking

Instructions for Australian tax residents

  1. Log into NAB Internet Banking on your desktop.
  2. From the menu, tap Profile & Settings and select ‘My Details’. 
  3. Select Tax Residency Details.
  4. If the information in this section is correct, proceed to step 9.
  5. Tap Edit under Australian resident for tax purposes
  6. Select Yes and enter your Tax File Number.
  7. For US Citizen or US resident for tax purposes select No.
  8. For Resident of any other country for tax purposes select No.
  9. Once updated, tap Submit to save and declare your changes.
  10. From the menu, navigate to Contact Details and Address Details to ensure you have a valid Australian phone number and address on your profile.

Instructions for foreign tax residents

  1. Log into NAB Internet Banking on your desktop.
  2. From the menu, tap Profile & Settings and select ‘My Details’. 
  3. Select Tax Residency Details.
  4. Tap Edit and select Yes under Resident of any other country for tax purposes.
  5. Select the Country/Region where you’re a tax resident.
  6. Tap Yes for Do you have a Taxpayer Identification Number (TIN) for this country/region.
  7. Enter a valid TIN for your country.
  8. Once updated, tap Submit to save and declare your changes.

Other ways to provide your tax residency details

If you’re unable to provide your details using the online instructions, download and complete the Tax Residency Self Certification form. Email the form to taxid@nab.com.au and quote the reference number noted on your letter.

You can also take your completed Tax Residency Self Certification form to a NAB branch. Use our locations tool, opens in new window to find the closest local branch and trading hours.

Download and complete the form

Individuals - Tax residency self-certification form (PDF, 569KB)

Entities – Tax residency self-certification form (PDF, 619KB)

When completing the form, a Taxpayer Identification Number (TIN) must always be provided unless you/your entity meets one of the below exemptions (Reason codes).

Incorrect use of the ‘Reason codes’ would mean that the tax residency details can’t be updated for you/your entity and may lead to transactions being suspended on your account(s).

  • Reason code A and B can only be selected if your country of tax residency doesn’t issue TINs (Bermuda, Cayman Islands, Montserrat, Turks and Caicos Island, and United Arab Emirates only).
  • Reason code C can only be selected if it’s not mandatory to disclose a TIN for this country (Japan only).


If you’ve been contacted in relation to updating your tax details and need further help, contact our dedicated tax team on 1300 406 603 (in Australia) or +61 2 8908 6150 (from overseas). We’re available Monday to Friday, 9:00am to 7:00pm (AEST/AEDT) and Saturday, 9:00am to 5:00pm (AEST/AEDT). You can also email us at taxid@nab.com.au.

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