Some banks require separate login profiles (IDs) for different account types. This is common when you have:
Personal accounts
Sole trader accounts
Trust or company accounts
Joint accounts with another individual
TaxTank supports multiple bank profiles for the same bank, allowing you to connect and manage all relevant accounts in one place. This feature is currently in Beta and is being rolled out progressively to ensure it works reliably across all banks and institutions.
How to add an additional bank profile
To connect another bank profile (for example, a separate personal, sole trader, trust or company ID), follow the steps below:
Go to Banks in your TaxTank dashboard.
Locate the existing bank tile.
Select the three dots (⋮) on the bank tile.
Choose Connect additional profile.
Follow the prompts and log in using your bank User ID. If this User ID has multiple profiles, you can log in multiple times, selecting a different profile each time to connect them separately.
Confirm the connection.
Add your bank accounts by selecting the three dots (⋮) on the bank tile and choosing Add Bank Accounts.
Once connected, you’ll see another tile for the same bank. Each tile represents a different login profile.
Each bank profile operates independently. This means you can disconnect or reconnect one profile without affecting others, and bank feeds, refreshes, permissions, and annual Open Banking consents are all handled separately per profile. This mirrors how banks and Open Banking providers treat different user IDs, ensuring accurate access and compliance.
How to change the name of a bank profile:
Select the three dots (⋮) on the bank tile.
Choose Edit Profile Name, enter the new name, and click Save.
⚠️ Important Tip
Additional bank authorisation may still be required
For other entities or joint accounts, even after connecting an additional profile, the bank may still require a separate Data Sharing Consent / authorisation before all accounts are visible. This is usually needed when:
an account has multiple owners or signatories
the account belongs to a trust, SMSF, company, or other structure
the bank hasn’t previously enabled Open Banking access for that user profile
Without this authorisation, some accounts may not be available to select via Open Banking — even after the profile is connected.
More information on how to connect business, trust and SMSF accounts alongside personal accounts.