Some banks require extra steps before you can connect your accounts via Open Banking. This usually applies to joint accounts, trust accounts, business entities, or SMSFs.
If your account isn’t appearing, it’s usually because the bank requires additional approval before allowing data sharing.
Before You Start
In most cases, you’ll need to complete one or more of the following with your bank:
Enable data sharing permissions
Assign a delegate or authorised user
Complete an authority form
Ensure all account holders approve access (for joint accounts)
Once this is done, you’ll then need to reconnect your bank in TaxTank.
After Authority Is Granted
Once approval has been completed with your bank, follow the steps below.
If you’ve already connected this bank
You’ll need to disconnect and reconnect to refresh the connection and bring in all available accounts.
Steps:
Go to Bank Feeds
Find your bank
Click the three dots
Select Disconnect
Click Add Bank and reconnect
This will bring through all accounts, including any newly approved trust, business, or joint accounts.
If you haven’t connected this bank yet
Go to Bank Feeds
Click Add Bank
Follow the prompts
Tip: If your accounts sit under different logins (for example personal vs trust), use Connect Additional Profile after connecting.
Bank-Specific Requirements
Bendigo and Adelaide Bank (including Adelaide Bank)
For joint accounts, all account holders must approve data sharing.
Steps:
Sign in to internet banking
Go to Data Sharing & Permissions
Select Joint Accounts
Choose the account
Click Allow Sharing
Each account holder must complete this step.
St.George (Trust Accounts)
Trust accounts require a manual authority form.
Steps:
Complete this form
Submit it to St.George
Wait for confirmation
Bank of Queensland (BOQ)
Business and trust accounts require a data sharing authority form.
Steps:
Complete this form
Submit it to BOQ
Wait for approval
Macquarie (Trust & Business Accounts)
Macquarie requires an authority form before non-personal accounts will appear.
Steps:
Complete the Macquarie Open Banking Authority Form
Submit it to Macquarie
Wait for approval
Commonwealth Bank (CBA)
Requires a data sharing delegate to be set up.
Steps:
NetBank:
Go to Settings → Manage data sharing
Add a delegate and submit
CommBiz:
Go to Admin → Maintenance requests
Add a delegate and submit
Allow 1–2 days for changes to apply.
ANZ (Trust & Business Accounts)
Requires a nominated representative.
Steps:
Log in to ANZ Internet Banking for Business
Go to Settings → Manage users
Edit a user
Enable Data sharing access
Allow up to 48 hours for changes.
Hume Bank
Some account types may require additional setup.
Important Notes
These requirements are set by the bank, not TaxTank
Non-personal accounts almost always require extra approval
You may need to reconnect your bank after completing setup
Multiple logins can be connected using additional profiles
Still having trouble?
If you’ve completed all steps and your account still isn’t showing:
Double check approval has been completed with your bank
Allow time for changes to apply
Reconnect your bank
If it’s still not working, reach out to support and we’ll help you troubleshoot 👍