If some transactions are not appearing in Bank Feeds, follow the steps below to check the account status and allow time for finalised transactions to sync.
Step 1: Check whether the transactions are still pending
Transactions will only import once they have been fully posted by your bank.
Pending transactions will not appear until they are finalised, so please allow 4 to 5 days, especially over weekends and public holidays.
There can also be a 24-hour delay from when a transaction moves from Pending to Active, as TaxTank pulls transactions daily.
Step 2: Check the account status
Click the three dots on the bank tile
Select Add Bank Accounts
Check the account status:
Active – the account is active with Basiq and should be working fine. Check your Allocated Transactions tab to see if they have been auto allocated. If transactions are still missing after 2 weeks, contact chat support.
Inactive – not selected; needs reconnecting on the bank’s side
Available to connect or No status – needs to be selected and setup completed in TaxTank as per step 2 in connecting live bank feeds.
Step 3: Reconnect the account if needed
If the account is inactive:
Click the three dots on the bank tile and select Disconnect
Wait until the bank tile shows Disconnected. You may need to refresh your page to see this.
Click the three dots on the bank tile and select Reconnect
Follow bank prompts and make sure all accounts are selected.
click Reconnect
When redirected back to TaxTank click the three dots on the bank tile and select Add Bank Accounts and make sure they are now active. If you see any accounts listed as both inactive and active, please wait overnight for the accounts to merge properly.
Transactions should now update and sync overnight.
Still missing transactions?
Open the chat icon in the bottom right of TaxTank
Create a ticket for Missing Bank Transactions
Include a screenshot from your online banking
Invite TaxTank Support from your dashboard
Important: Do not manually add missing transactions. This can cause balance issues and duplicates later.