Once a client accepts your invite (or you accept theirs), you’ll have access to their live tax data, reports and be able to manage the tax review process at the end of financial year.
Switch Between Clients
Use the Select Client dropdown to choose the desired profile.
Explore the Dashboard
View forecasted and actual tax positions.
Switch financial years from the dropdown.
Access Client Tanks
From the left-hand menu, explore:
Live information for each Tank
Real-time tax summaries and reports
Access Reports
TaxTank provides:
Income & Expense Report
Transactions Report
MyTax Report
Net Asset Report
Property Schedule
Depreciation Report
Low Value Pool Report
CGT Report
Business Schedule
BAS Report
