There are several ways to attach or upload your receipts/tax invoice in TaxTank.
1. Attach a receipt/tax invoice when allocating transactions in Bank Feeds
To attach a receipt or tax invoice when allocating bank transactions, click the Allocate button on the transaction. This will display the paperclip icon, where you can upload or drag your attachment.
Once attached, the paperclip will turn green.
Important: The attachment icon is only available when clicking Allocate. It does not appear when using the tick box selection, as attachments cannot be added during a bulk allocation.
If you bulk allocate transactions first, you can still upload the receipt afterwards by going into the relevant Tank, opening the transaction via the pencil edit icon, and attaching the receipt there.
2. Attach receipt/tax invoice to a cash expense
To get started, navigate to the Tank the expense relates to, either Property Tank, Work Tank, Holdings Tank or Sole Tank.
From the Expenses tab, select the blue Add button, fill in the expense details, and then upload the receipt.
Receipts attached from Bank Feeds and cash expenses will be stored permanently in Spare Tank under the Receipts tab to help you substantiate claims and, more importantly, protect yourself from an ATO adjustment.
3. Upload receipts/tax invoices directly in Spare Tank
If you would like to add receipts or tax invoices separately, simply navigate to Spare Tank and create a New Folder to save receipts that don’t relate to a bank feed transaction or expense.
You can name the folder whatever works best for you, so you’re not restricted.
4. Upload receipt/tax invoice in the expenses tab in each Tank
If you’ve already allocated your expenses from Bank Feeds and want to attach the receipt or tax invoice to the transaction, you can do so from the relevant Tank.
4a. Property Tank
Head to Property Tank, select the relevant property, and under the Expenses tab navigate to the expense transaction.
Click the pencil icon and attach your receipt or tax invoice, then click Save.
4b. Work Tank, Sole Tank & Holdings Tank
Head to Work Tank, Sole Tank or Holdings Tank, and under the Expenses tab navigate to the expense transaction.
Click the pencil icon and attach your receipt or tax invoice, then click Save.
