Keeping your records organised in TaxTank is simple, and bulk uploads make it even faster. Whether you’re managing property records or storing general documents, here’s how it works.
Storing Your Documents
You have two main places to safely store documents in the Spare Tank:
Documents tab: Create folders and sub-folders to neatly store any files.
Property tab: Each property automatically has a master folder created for it, and you can add sub-folders to keep permanent records organised year after year.
Bulk Uploading (the real time saver)
Instead of adding files one by one, you can upload up to 10 documents at once. Here’s how:
Open the folder or sub-folder where you want the documents to go.
Click the “+” button.
Drag and drop your files, or select them from your device.
Hit Save — and you’re done!
