If you use Commonwealth Bank (CBA) with TaxTank, you might see multiple profiles when connecting your accounts. This is due to how CBA handles personal and business accounts.
The good news: You can connect all your accounts, even if you have multiple profiles or logins.
To add another bank profile:
Go to Banks in your TaxTank dashboard.
Click the three dots (⋮) on your existing bank tile.
Select Connect additional profile.
Log in with your bank User ID. Repeat if you have multiple profiles.
Confirm the connection and add accounts by selecting Add Bank Accounts.
To rename a bank profile:
Click the three dots (⋮) on the bank tile.
Select Edit Profile Name, type the new name, and click Save.
Now each profile will appear as its own tile, making it easy to manage all your accounts.