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How to manage your TaxTank subscription

Discover how to effectively manage your TaxTank subscription to stay in control of your account and optimise your TaxTank experience.

Updated over 2 weeks ago

Managing your subscription in TaxTank is simple. You can upgrade your plan, cancel your subscription, manage a free trial, or update your payment method. Here’s how:

Upgrade Your Subscription

To upgrade your subscription, go to My Account in the top menu, then select the Subscription tab. Click the Upgrade Subscription button, and a pop-up will appear allowing you to make changes. Once you’ve made your selection, click Upgrade Subscription again to confirm.

Cancel Your Subscription

If you want to cancel your subscription, head to the Subscription tab and click Cancel Subscription. You’ll be asked to confirm your choice. Once confirmed, your subscription will be cancelled, but you’ll still have access until the end of your current billing period. If you change your mind, you can reactivate your subscription at any time.

Cancel Free Trial

If you are currently on a free trial, you cannot cancel before the 14-day period ends. At the end of your trial, your account will automatically become inactive. If you wish, you can permanently close your account at any time.

Update Your Payment Method

To update your payment method, go to the payment section and click Add New Card. If you want the new card to be your primary payment method, hover over it and select Set as Primary.

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