Tax and interest reports

What reports you can generate

Depending on the account you have with us, you can generate the following reports:

Tax transaction report listing past transactions that have been tagged with the ‘Tax’ tag for your account
Interest report (also known as Financial year’s interest report) listing the interest earned and/or charged on your account.

Generate a tax transaction report

To generate a Tax transaction report in Macquarie Online Banking:

Hover over your account in the account list
Select I want to
Select View account statements and reports in the menu drop-down and select Tax transaction report
Select the accounts and the date range and then select Generate report
Once the file has finished downloading, access the report from your browser status bar.

To generate a Tax transaction report in the Macquarie Mobile Banking app:

Select an account from the account list
Select I want to
Select View account reports in the menu drop-down and select Tax transaction report
Select the accounts and the date range and then select Generate report
Once the file has finished downloading, you can view the report.

Generate an interest report

To generate a Financial year’s interest report in Macquarie Online Banking:

Hover over your account in the account list
Select I want to
Select View account statements and reports in the menu drop-down and select Financial year’s interest report
Select Generate report
Once the report has finished downloading, access the report from your browser status bar.

What's in an interest report

We provide the ATO with certain income information that is reportable in the Annual Investment Income Report, and they may be pre-filled into your income tax return (this information may include data from accounts you closed during the financial year).

In line with advice from the ATO, you shouldn’t rely solely on pre-filled information when preparing your income tax return. Pre-filled information may not appear or be incomplete due to the following:

Timing: Your information may not yet have been supplied to the ATO or have been processed by them
Data-matching: The ATO only pre-fill information where it meets certain data-matching thresholds. Where these thresholds are not met, information will not be pre-filled
Validation: Information must meet certain ATO validation criteria to be pre-filled.

Interest reports available

Financial year’s interest reports are available for the following accounts:

Macquarie Transaction Account
Macquarie Savings Account
Macquarie Business Savings Account
Macquarie Cash Management Account (including accounts linked to Investment Manager)
Macquarie Consolidator Cash Account
Macquarie Vision Cash Account.

View all

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