• Financial institution details

    This screen enables you to view your financial institution details. The details include the account name, BSB, account number, financial institution and ‘account held by’. The financial institution details for an income tax role or account are not displayed on this screen.

    Financial institution details cannot be added through the Business Portal. However, the Financial institution details screen contains buttons to Update or Delete existing details.

    To register your financial institution details please complete a new mail message using the ‘Registrations’ mail topic - Bank account details update request.

    To view further details of the financial institution details for a particular role or account, select the role or account hyperlink in the table. The full details will be displayed on the screen above the table.

    The financial institution details provide details of the account into which you wish to have any tax refund paid.

    A refund request cannot be accepted via the Business Portal unless financial institution details are provided.

    In certain circumstances, you can ask the Commissioner to exercise his Commissioner’s discretion to pay electronic refunds into a nominated third party account 

    For more information, refer to:



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We are committed to providing you with advice and guidance you can rely on, so we make every effort to ensure that what we give you is correct.

If you follow our advice or guidance and it turns out to be incorrect, or it is misleading and you make a mistake as a result, we will take that into account when determining what action, if any, we should take.

Some of the advice and guidance on this website applies to a specific financial year. This is clearly marked. Make sure you have the information for the right year before making decisions based on that information.

If you feel that our advice and guidance does not fully cover your circumstances, or you are unsure how it applies to you, contact us or seek professional advice.


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