We get this question all the time — “How can I delete everything I’ve done and start again?”
Maybe you're new to TaxTank, you’ve been experimenting, or you’ve just had a change of heart with your setup. Whatever the reason, the good news is: everything in TaxTank can be edited or reset. You’re never locked in.
Here’s how to do a clean slate the smart way:
Redo all bank transactions
Need to reallocate your bank transactions? Easy!
Head to the Account Transactions tab in your bank account.
Select all transactions (left checkbox).
Click Redo All.
Easily navigate to any other bank accounts using the top menu and repeat this process.
This will clear the current allocations so you can start fresh and allocate them again as you like. Simple.
Deactivate a bank account from live bank feeds
If you’ve connected an account you no longer need, or you just want to tidy things up:
Go to the account list.
Click the three dots next to the account.
Select Deactivate from the dropdown menu.
This won’t delete any data — it just removes it from your view and stops further syncing.
To see any deactivated account, simply click on the toggle next to "Display Active Bank Accounts only"
Revoke bank feeds to delete everything and start again (not recommended)
If you’d prefer to wipe all bank and transaction data completely, you can revoke your bank feeds. Heads up: this option is permanent and you'll need to wait 24 hours before you can reconnect the same banks again.
To revoke:
Go to Bank Feeds.
Click the pinwheel icon (next to the Display Active Bank Accounts only toggle).
Select Revoke Access from the dropdown.
Confirm by selecting Yes in the pop-up.
Wait 24 hours to connect again.
Your bank or financial institution may also email you a confirmation once the feed is revoked.
Edit anything else
From property details to depreciation schedules, tank types to expense categories — if you've entered something that’s not quite right, you can always edit it.
Here's some of our most popular questions;
Pro tip: Just search “edit” or something related to your question in our Support Library for step-by-step guides on editing anything in your setup.
Final word
TaxTank is built to be flexible. Whether you're cleaning up after a test run or doing a full reset before tax time, there's no need to panic — you're always in control, and nothing is set in stone.
Still stuck? Reach out to our support team — we're here to help.