Getting started with TaxTank is quick and easy. Whether you’re managing work income, property, investments, business income, or your overall finances, this guide will help you get set up and make the most of the platform.
Step 1: Watch the Welcome Video
The welcome video on your dashboard is the best place to start.
In just a few minutes, it will walk you through:
how to choose the right Tank to start with
how to navigate your dashboard
understanding forecasted vs actual tax estimates
where to find your Tax Summary, reports, and Spare Tank
how to invite your accountant or advisor
where to access support and helpful resources
This gives you a quick overview of the platform before you begin setting things up.
Step 2: Select Your First Tank Trial
Each area of TaxTank is managed in its own Tank, so you can choose the one that best suits what you need right now.
For example:
Work Tank for salary, PAYG income, and work-related deductions
Property Tank for investment properties and rental expenses
Sole Tank for sole traders and business income
Holdings Tank for shares and crypto
Money Tank for budgeting, goals and cash flow
You can start each Tank trial at any time, so there’s no need to activate everything at once.
This means you can begin with one Tank now and start additional Tank trials later as your needs grow.
Step 3: Follow the Onboarding Checklist
Each Tank includes its own onboarding checklist to guide you through the setup process step by step.
This may include:
linking bank feeds
entering opening balances
adding properties, businesses, or holdings
reviewing tax settings
completing key setup tasks for that Tank
The checklist updates as you go, so you’ll always know what’s left to complete.
✅ Look for the checklist icon inside each Tank to track your progress.
We recommend working through each checklist item in order to get the most accurate live tax position.
Step 4: Connect Your Bank Feeds
To automate your tracking and save time, the next step is to connect your bank feeds. This allows TaxTank to securely import your transactions so you can begin allocating income and expenses straight away.
There is also a bank feed checklist to help guide you through the setup.
Once connected, your transactions will continue to update automatically, helping you stay on top of your tax throughout the year.
Step 5: Use Product Tours and Built-In Help
As you move through the platform, you’ll find guided product tours in each area.
These tours walk you through the main features step by step and help you understand how each Tank works.
You’ll also see:
helpful tooltips
quick videos
links to support articles
in-platform guidance prompts
This makes it easy to learn as you go without leaving the page.
Step 6: Access Support Articles and Chat Support
We have a full Support Centre with detailed articles, videos, and setup guides for every Tank.
If you need help, simply click the chat icon in the bottom corner to message our support team.
Whether it’s a setup question, bank feed issue, or help understanding where to allocate something, we’re here to help.
You may also receive onboarding emails with helpful tips and direct links to support guides as you progress through your trial.
Need Help Choosing the Right Tank?
If you’re not sure where to begin, start with the area that has the biggest impact on your tax position right now.
Because each Tank trial can be started at any time, you can build your setup at your own pace.