Using online banking tools to make tax time easier

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:

Using the NAB app

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.

Watch our videos on how to use the NAB app to get more transaction details:

iOS query transaction video Android query transaction video

Using NAB Internet Banking

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.

Still don’t recognise the merchant?

1. Tap the Something’s not right button for more information.
2. To submit a dispute through internet banking select Create a secure message and tap the link to the dispute form.
3. Or you can visit nab.com.au/dispute.

You can access your Interest Statement on Internet Banking.

To download your interest statement:

1. Log in to NAB Internet Banking.
2. Open the Accounts menu and select ‘Interest Statement’.
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.

Watch our guide to learn these steps with helpful visuals:

Interest statement guide

Please check the accounts listed and the figures supplied against your own records. The table shows you interest you've received.

To see how much interest you've paid on an account across the financial year watch our videos below:

iOS interest paid guide Android interest paid guide

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:

Find out more about the terms and conditions

Collecting your tax information