A step-by-step guide to getting us exactly what we need – in the right format and for the right dates – so we can get started on your return quickly.
Checklist
What we need from you
CSV file
We import this into our accounting software to process your transactions.
PDF statements
The official bank statements we keep on file as verification.
Every related account
Include all bank accounts linked to your property, business, or Airbnb.
Full tax year
From the start of the tax year to the end — see dates below.
Date range: 1 April 2025 to 31 March 2026 (2026 tax year)
Instructions
Select your bank
Click your bank below for step-by-step download instructions.
ANZ
CSV exports exclude unprocessed (pending) transactions — this is normal. ANZ keeps up to 24 months of transaction history online.
Log in to ANZ Internet Banking on your computer. Desktop only
Select the account you need, then view the Transactions.
Click the Export button above the transactions list.
Set the date range to 1 April 2025 – 31 March 2026.
Under File Format, choose CSV from the dropdown (not Excel/XLSX).If you see “Excel” and “CSV” options, always pick CSV. Make sure “Include Column Headings” is ticked.
Click Export and save the file.
Repeat for every account linked to your return.
Log in to ANZ Internet Banking.
Click the Documents tab.
Use the dropdown menus to filter by the account you need, then click Search.
Tick the checkboxes next to each monthly statement from April 2025 through March 2026.
Click Download and save the PDF.Statements must be downloaded one account at a time.
Repeat for every account linked to your return.
ASB
CSV export is only available via FastNet Classic on desktop. The mobile app only shows 12 months of statements and cannot export CSV files.
Log in to ASB FastNet Classic on your computer. Desktop only
Open the Menu (top left) then under Everyday banking, select Search and export transactions.
Select the account you need.
Use the calendar icon next to the From and To fields to set the date range to 1 April 2025 – 31 March 2026.
Click View to display the transactions.
From the dropdown menu, select CSV (shown as “CSV – Generic”) and click Export.
Save the file.
Repeat for every account linked to your return.
Log in to ASB FastNet Classic (desktop browser recommended).
Open Menu (top left) then select Documents (right-hand side).
In the Document Centre, set the time period to cover April 2025 to March 2026.
Select Statements as the document type.
Click on each statement to preview, then click Download to save as PDF.
Repeat for every account linked to your return.
BNZ
CSV exports are only available on desktop (not the mobile app). BNZ keeps up to 3 years of transaction history online.
Log in to BNZ Internet Banking on your computer. Desktop only
Click on the account you need to view its Transactions.
Set the date range to 1 April 2025 – 31 March 2026.
Click the Export button above the transactions.
Select CSV from the format dropdown.
Click Export and save the file.
Repeat for every account linked to your return.
Log in to BNZ Internet Banking.
Go to Menu, then Documents, then Statements.
Select the account you need.
Download each monthly statement from April 2025 through March 2026.
Repeat for every account linked to your return.
Westpac
Transaction exports (CSV) are NOT available in the Westpac app — you must use a desktop browser. PDF statements can be downloaded from either.
Log in to Westpac One online banking on your computer. Desktop only
Navigate to the account you need from the Accounts screen.
Click Export Transactions.
Set the date range to 1 April 2025 – 31 March 2026 using the From and To fields.Use the date format dd/mm/yyyy (e.g. 01/04/2025 – 31/03/2026).
Select CSV from the format dropdown.
Click View Statements.
Click on each statement required and it will download automatically.
Repeat for every account linked to your return.
Log in to Westpac One (desktop or app).
Select the account you need.
Click Download statements.On mobile, tap the three dots menu first, then select “Download statements”.
Choose the statements covering April 2025 through March 2026, or set a custom date range.
Select the statement and use the share/save button to download as PDF.
Repeat for every account linked to your return.
Kiwibank
Kiwibank exports are limited to 2 years of history. CSV export is NOT available in the mobile app — use desktop internet banking.
Log in to Kiwibank Internet Banking on your computer. Desktop only
From the accounts overview, click on the account you need to view its transactions.
Use the filters to set the date range to 1 April 2025 – 31 March 2026.
Click the Export icon (download arrow) above the transactions.
Select CSV as the file type.You will also see JSON, OFX, QIF, and PDF options — choose CSV.
Click Download and save the file.
Repeat for every account linked to your return.
Log in to Kiwibank Internet Banking.
Click Settings at the top of the screen.
Under Transactions and Accounts, click Statement Vault.
Select the account you need.
Click Download for each monthly statement from April 2025 through March 2026.
Repeat for every account linked to your return.
Avoid these
Common mistakes to avoid
These are the issues we see most often — double-check before sending.
Only sending PDF (no CSV)We need the CSV to import transactions into Xero. PDF alone means manual data entry and delays.
Wrong date rangeCalendar year (Jan–Dec) instead of tax year (1 Apr – 31 Mar). Always use the NZ tax year.
Missing accountsOnly providing one bank account when there are multiple linked to the property or business.
Screenshots instead of filesPhotos or screenshots of your banking screen are not usable. We need actual CSV and PDF file downloads.
Using the mobile app for CSVNone of the major NZ banks allow CSV export from their mobile apps. You must use a desktop browser.
Downloading Excel instead of CSVSome banks (like ANZ) offer both. Always choose CSV — not XLS or XLSX.
FAQ
Frequently asked questions
The CSV file lets us import your transactions directly into Xero (our accounting software) without manual data entry. The PDF is the official bank statement we keep on file — it is the legal proof of your transactions that IRD may request. Both are required.
The New Zealand tax year runs from 1 April to 31 March. For the 2026 tax year, that means 1 April 2025 to 31 March 2026. Make sure your statements cover this exact period — not the calendar year (January to December).
First, make sure you are using the bank’s desktop website (not the mobile app) — most banks only offer CSV exports on desktop. If you still cannot find it, try looking under “Export”, “Download”, or “Statement Export” in the transactions section. If you are stuck, just email us and we will walk you through it.
Yes — if you have a mortgage or loan connected to your property or business, we need the loan statements for the same period (1 April to 31 March). These are usually available as PDF downloads from your bank. We need these to calculate interest deductions.
Either is fine. You can send one CSV per account or combine them — as long as the full date range is covered and we can tell which account each file belongs to. For PDFs, it is easiest to keep each month’s statement as a separate file, or group them per account.
Contact your previous bank directly — either by email or phone — and request the statements for the period you need (1 April 2025 to 31 March 2026). Banks are required to provide this information even after you’ve closed your account or moved to another provider. Ask for both CSV and PDF formats if possible.
Yes. If you still have online banking access, try sending a secure message through the bank’s website or app requesting the statements for the period needed. If that’s not an option (or you no longer have login access), call or email the bank directly and they’ll provide the information to you.
