• Tax type summary - itemised account

    This screen combines the ‘Tax type summary’ and the ‘Itemised account’ screens, allowing you to view the summary tax information and all of the account transactions for the selected income tax year, on the one screen.

    Use the following links to find out more about:

    Tax type summary 

    Itemised account 

    Payment options and methods 

    Screen buttons:


    More display options 


    Select the More display options button to take you to the ‘Options for showing account information’ screen.




    Account list 


    Select the Account list button to take you to the ‘Account list’ screen.




    Refund request 


    Select the Refund request button to take you to the ‘Refund request’ screen.




    Transfer request 


    Select the Transfer request button to take you to the ‘Transfer request’ screen.

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Relying on our information - our commitment to you

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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