Getting to know the app
8 Jul 2023
Need your IT3(b) Tax certificate?
Safely access and download your IT3(b) Income Tax Certificate on the app.
Step 1 of 7
To begin, go to your homepage.
Then tap on the tile that shows your account details and balance.
NOTE:
Only interest bearing accounts will have applicable tax certificates available for download
Step 2 of 7
On the account details screen you will see all your account information for your selected account.
Step 3 of 7
Now scroll down to Your documents and select VIEW & SAVE.
Step 4 of 7
On this screen (Your documents) you will see the list of documents that are available for your selected account:
- stamped Bank statements
- a Bank account confirmation letter
- Income tax certificates
- previous statements (statement history)
Now scroll down to the the Income tax certificates section and select the relevant tax certificate from the list.
Hint:
Simply tap on the ellipses (on the right) to select the tax certificate
Step 5 of 7
Finally select your preferred share option:
- View & save
- Send as an email
Let's select Send as an email.
Step 6 of 7
The email address will default to your email address that is registered for your banking profile. But you have the option to select an alternative address.
When you are ready, select SEND.
Step 7 of 7
All done! Your tax certificate has successfully been sent to the email address you provided.
Select the back arrows (on the top) to return to your home screen.
Frequently asked questions about downloading your IT3(b) Tax Certificate
What is an IT3(b) tax certificate?
An IT3(b) is an Investor Tax Certificate received from a Bank or a Financial Services institution which provides a summary of any interest and dividends that you earned during the tax year.
When will my IT3(b) Income Tax Certificates for the current tax year be available online?
Your IT3(b) Income Tax Certificates should be available by the end of June every year.
Can I access my IT3(b) Income Tax Certificates for current and previous tax years online?
Yes, you can. On the app, tap on the account tile that shows your account details and balance. Under Your documents, select your IT3(b) and tap "VIEW & SAVE". From here you can choose the tax certificate for the tax year you want to download.
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