Skip to main content

How to add Trust or Business Accounts from Macquarie

Learn how to connect your Macquarie Trust or Business account to TaxTank, including the extra form required by the bank to enable access.

Updated yesterday

If you’re trying to connect a Trust or Business account from Macquarie to TaxTank and the account isn’t appearing, don’t worry this is a common step that requires an extra form to be completed directly with the bank.

Why can’t I see my Macquarie Trust or Business account?

Macquarie Bank requires customers to complete an additional Open Banking Authority Form to allow access to non-personal accounts (like Trust or Business accounts) via third-party platforms like TaxTank.


How to add your Macquarie Trust or Business account to TaxTank

  1. Download the authority form
    You can get the required form from Macquarie here: Macquarie Open Banking Authority Form

  2. Fill it out and submit it to Macquarie
    Follow the instructions on the form to complete and return it directly to the bank.

  3. Wait for confirmation from Macquarie
    Once approved, Macquarie will update your Open Banking access and your Trust or Business accounts will become available to sync in TaxTank.

  4. Add the account in TaxTank
    Head back into your Bank Feeds, select Add Account, and choose Macquarie. Your account should now appear for connection.

Did this answer your question?