How to access and use reports in TaxTank

TaxTank reports give you a clear view of your income, expenses, assets, and tax position, whether you’re checking performance, preparing for tax time, or lodging BAS.

Some reports are General (across all Tanks), while others are Tank-specific for property, business, or work-related activity.

Most reports are fully filterable, so you can go from a full portfolio view to a single property or business in seconds. You can filter by:

Use these when you want a complete overview across everything.

Best for: quick performance overview

👉 Start here if you just want to know “how am I tracking?”

Best for: detail, validation, and reconciliation

👉 Use this when you want to drill into the numbers, check allocations, or understand exactly what’s driving a figure in your reports.

Best for: self-lodging your tax return

👉 Use this when you’re lodging your return via MyTax and want a clear guide to complete each field accurately.

Best for: big picture financial position

👉 Use this to understand your overall financial position at a glance.

Best for: capital gains tracking

👉 Use this before selling assets or preparing for tax time.

Use these for rental properties and property-related deductions.

Best for: tax time (ATO-ready property reporting)

👉 This is your go-to property report for tax time — perfect for your accountant or for validating that everything has been captured correctly.

Best for: detailed deduction tracking

👉 Use this to understand and validate depreciation claims.

Best for: smaller asset tracking

👉 Use this to ensure smaller assets are claimed correctly.

Best for: preparing for sale

👉 Use this when selling or planning to sell a property.

Use these for business activity, invoicing, and GST/BAS.

Best for: tax time (ATO-ready business reporting)

👉 Your go-to business report for tax time — clean, structured, and ready for your accountant or lodgement.

Best for: performance tracking and income verification

👉 Use this to monitor business performance, or as a supporting report for banks, lenders, or applications requiring proof of income.

Best for: GST tracking and BAS lodgement

👉 Use this to prepare and review your BAS, ensuring all GST activity is captured accurately before lodging.

Best for: business vehicle deductions

👉 Use this to track and support vehicle claims for each business, ensuring accurate deductions at tax time.

Best for: business asset deductions

👉 Use this to track and maximise asset deductions.

Best for: smaller business assets

👉 Ensures lower-value assets are pooled and claimed correctly.

Use these for individual work-related deductions.

Best for: employee vehicle claims

👉 Use this to track, calculate, and support your motor vehicle deduction at tax time.

Best for: work-related assets

👉 Use this to claim work-related purchases.

Best for: smaller work assets

👉 Tracks lower-value items to ensure nothing is missed.

Reports are only available on an active paid subscription.

During the free trial:

You don’t need to use every report. Most users stick to:

Everything in TaxTank is connected,so whichever report you use, your numbers will always align.