If a bank account tile is no longer showing on your bank feeds dashboard, first click the toggle next to Display Active Bank Accounts Only to show all deactivated accounts.
If your account is greyed out, hidden, or showing a padlock, it usually needs to be activated.
Activate the account
Click on the 3 dots and click Activate Account for standard bank accounts.
Or click ‘Remove Payout’ for loan accounts, which will display on the Loan tab in the account.
Once activated, they should become active and display the latest balances and bring in transactions overnight.
Step 3: Reconnect if activation is unavailable
If you do not have the option to select Activate Account, you will need to disconnect and reconnect your bank to activate the account:
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.
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.
FAQ
Q: My bank accounts are showing as both inactive and active after reconnecting.
A: If your bank accounts appear as both active and inactive, it means the accounts haven’t fully merged yet. This process usually completes overnight when the bank feeds update.