There are several ways to attach or upload your receipts in TaxTank.
1. Attach a receipt when allocating transactions in Bank Feeds
To attach a receipt when allocating bank transactions, simply select the paper clip, then upload or drag your attachment. Once attached the paperclip will turn green.
2. Attach receipt to a cash expense
To get started, navigate to the Tank the expense relates to (either Property, Work or Sole). From the 'Expenses' tab select the blue 'Add' button, fill in the expense details and then upload the receipt.
Attached receipts from bank feeds and cash expenses will be stored permanently in Spare Tank under the receipts tab to ensure you can substantiate claims, and more importantly, protect yourself from an ATO adjustment.
3. Upload receipts directly in Spare Tank
If you would like to add receipts separately, you can simply navigate to Spare Tank and create a 'New Folder' to save those receipts that don't relate to a bank feed transaction or expenses. You can name the folder whatever works for you as well so you're not restricted.
4. Upload receipts in the expenses tab in each Tank
If you've already allocated your expenses from bank feeds and want to attach the receipt 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. Click save when you're done.
4b. Work Tank & Sole Tank
Head to Work Tank or Sole Tank, and under the 'Expenses' tab navigate to the expense transaction, click the 'pencil icon' and attach your receipt. Click save when you're done.
