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Update your financial institution details

How to update your financial institution (bank) details online or by phone.

Last updated 18 June 2024

Your financial institution details

We can only pay refunds into an Australian bank account. The quickest way to update your financial institution details is online. To do this, you need a myGov account linked to the ATO.

The account must be held by:

  • you under your legal or trading name, either solely or jointly
  • your registered tax or BAS agent
  • a legal practitioner acting as your trustee or executor.

When providing your account details, we require the:

  • bank state branch (BSB) number – this number has 6 digits
  • account number – this number has no more than 9 digits
  • account name.

Update your financial institution details online

To update your financial institution online, you need a myGov account linked to the ATO.

When updating your financial institution details online, don't include spaces or hyphens in the BSB or account number.

When entering the account name, include spaces between each word and initials where required – for example, JQ Citizen. If there are more than 32 characters in the account name, only enter the first 32. Don't include the account type, such as cheque, savings, or mortgage offset.

Follow the steps below to find out:

How to update your financial institution details using ATO online services

To update your financial institution details using ATO online services:

  • sign in to your myGov accountExternal Link
  • under Linked services select Australian Taxation Office
  • select My profile, then Financial institution details
  • select Update, Add or Delete to the right of your account details
  • enter the account name, BSB and account number
  • tick the box to agree to sign the declaration
  • select Save.

How to update your financial institution details using the ATO app

To update your financial institution details using the ATO app:

Update your financial institution details by phone

You or a nominated representative can update your financial institution details over the phone, contact us to speak to a customer services representative.

Have your personal tax file number (TFN) or Australian business number (ABN) ready when you contact us. We will then confirm your identity by asking a series of questions based on information from your tax records.

 

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