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Learn how to get the most from TaxTank by setting up your data quickly. Save time, stay organised, and start managing tax and finances efficiently.

Getting Started for Users

Learn everything about TaxTank bank feeds, Open Banking, and allocating transactions. Stay organised and manage your finances with ease.

Bank Feeds & Open Banking

Learn everything you need to manage your property portfolio with TaxTank. Track income, expenses, and deductions while staying organised.

Property Tank

Learn everything you need to manage your work income and expenses with TaxTank. Track finances, stay organised, and maximise your tax deductions.

Work Tank

Learn everything you need to manage your sole trader income and expenses with TaxTank. Simplify tax, track finances, and stay organised year-round.

Sole Tank

Learn how to use Money Tank to see where your money goes, flows, and grows. Get step-by-step guides for managing budgets, tracking Equity, LVR, Savings, and Debt Goals, and staying on top of your financial world.

Money Tank

Learn everything you need to manage your shares, crypto, and other assets with TaxTank. Track performance, calculate tax, and stay organised.

Holdings Tank

How to store your receipts and documents to protect yourself against audit from the ATO

Spare Tank

Gain an in-depth overview of the various reports available, empowering you with comprehensive financial insights.

Reports

Learn how to manage your TaxTank account and subscription. Get tips on cancelling, updating details, changing passwords, and using TaxTank efficiently.

Managing your Account

How to invite property co-owners, accountants and advisors to your TaxTank

Managing Users 

 This section provides clear explanations of essential tax concepts, deductions, and reporting methods, all within the context of how TaxTank can help you. 

Understanding Tax Rules

Resolve issues swiftly with TaxTank's 'Troubleshooting' support articles to troubleshoot browser crashes, bank feed problems, and more for seamless TaxTank usage.

Troubleshooting

Stay informed about all planned outages and downtimes announcements to ensure seamless usage of TaxTank.

Planned outages and notices

Everything you need to onboard your accounting firm and invite your clients to TaxTank

Accountants' Platform

Everything you need to onboard your firm and invite your clients to TaxTank.

Advisors' Platform

Register for new webinars and access past webinars conducted by TaxTank to watch informative sessions covering various topics to enhance your understanding of TaxTank.

Webinars

Learn more about CoreLogic Consumer AVM Confidence Measures, Copyright, User Terms and Disclaimers.

About CoreLogic

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Set up your account

Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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