If your account isn’t appearing when you try to connect it, don’t worry - this is common for non-personal accounts and usually requires updating data sharing authority or completing a form with your bank.
Why can’t I see my Business, Trust, or SMSF account?
Most banks require additional authorisation to allow third-party platforms like TaxTank to access non-personal accounts. This can include:
Completing an Open Banking authority form
Updating business data sharing settings
Granting the correct individuals authority to share the account
How to add Your Business, Trust, or SMSF account to TaxTank
Check online banking access
Make sure the account you’re trying to connect has active online banking.Complete any required bank forms
Some banks require an Open Banking authority form or similar. Follow your bank’s instructions and submit directly.Grant authority for business accounts
For business entities, the controlling party (e.g., directors) must authorise individuals to share the account. This is typically done via the bank’s online banking system.Wait for confirmation from your bank
Once approved, your Open Banking access will be updated and your account should be visible for connection in TaxTank.Add the account in TaxTank
If you haven’t added your bank yet, simply click Add Bank and follow the prompts to connect your account.
If your bank is already connected, you’ll need to disconnect and reconnect to add the new accounts.
Once reconnected, click the three dots on the bank tile, select Add Account, and choose your Business, Trust, or SMSF account.
Frequently Asked Questions
Q: Can I add both personal and business/trust accounts?
A: Yes! With TaxTank’s dual ID/Profile function, you can create multiple profiles. Once your bank authorises access, you can have personal, business, trust, and SMSF accounts all visible in the same place.
Q: I have to choose between my business and personal profiles. Why can’t I select both?
A: Some banks’ Open Banking systems only allow one profile to be selected at a time. In TaxTank, you can create an additional profile so both personal and business profiles can be live simultaneously.
Q: My account isn’t appearing when I try to connect it. What should I do?
A: Non-personal accounts often require extra steps, like completing an Open Banking authority form, updating business data sharing settings, or granting the correct individual authority. Check with your bank to confirm what’s needed, then follow the instructions before trying to connect in TaxTank again.
Q: Do I need to reconnect my bank to add new accounts?
A: Yes. If your bank is already connected, you’ll need to disconnect and reconnect to add new Business, Trust, or SMSF accounts. Once reconnected, you can select the new accounts to add to your profile. If you haven’t added your bank yet, just click Add Bank and follow the prompts.