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Take tax step by step

Tax time can be confusing. That's why we've created seven simple steps that'll help put you back in control of the important numbers and need-to-knows.


Tax help synced straight to your calendar

Set yourself up in a few clicks. Simply download the calendar reminders below and you’ll receive helpful notifications over the next few months, each prompting you to complete one simple tax step.



Seven steps to sorted

Check that your personal details are complete and up to date (including your tax-residency status). Details that don’t match the ATO records can cause processing delays.


How Australians tackle tax.

77% of us receive a refund.**

Those are some good odds, so stop putting it off.

$2,112 is the average return.**

In case you were wondering how yours compared...

33% claim charitable deductions**

Get generous and experience that feel-good factor.

26% of us do our own tax**

DIY is probably much easier than you think!

How do my claims compare to other Australians?


36% claim $0**


34% claim over $1,000**


20% claim under $500**


10% claim between $500 and $1,000**


Already on track?

Here's some extra tips.

  • Save time by exporting transactions. You can export your transactions from Internet Banking as a .pdf or Office Excel  file for when you need them. Simply log on and click ‘My Accounts’ > the account you want to export > your preferred file format and ‘Export Transaction History’.
  • You can create DIY printable summaries. It's easy to download or print a summary of your account balance, or a statement of recent transactions, on Bank of Melbourne letterhead. Here's how.
  • Keeping detailed receipts isn’t always necessary. If your total claim for work-related expenses is under $300 you’ll need a record of the expense, but detailed receipts aren’t necessary.
  • Living and working overseas? You’ll still need to lodge an Australian tax return including all foreign employment income and any other income you receive from that country.
  • Own a rental property? Be aware that you can only claim expenses for the period of the year the property was available for rent.
  • After more info? There’s a wealth of information, tools and helpful resources available on the Australian Tax Office  website.


Forgotten your details?

Look up your Customer Access Number or reset your password on the logon page.

Don’t have Internet or Mobile Banking?

Register online and download the app.

The Detail

*Transaction history: The amount of transactions you can view varies depending on the number of transactions you’ve performed. Find out more.

**Australian Taxation Office Annual Report 2013/14, Australian Taxation Office Annual Report 2014/15, Australian Taxation Office Annual Report 2013/14,
MoneySmart poll, August 2015 (n-2124).

This information should be used as a guide only. It does not take into account your personal objectives, financial situation or needs and you should consider its appropriateness before acting on it. We recommend that you seek independent legal and tax advice about your specific circumstances.

Before using Internet and Phone Banking, please read the Bank of Melbourne Terms and Conditions for Internet Banking and Phone Banking (PDF 406KB) and before using Mobile or Tablet Banking please read the Mobile Terms and Conditions.

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