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Get started with the onboarding checklist

Learn how to get started with TaxTank, complete your onboarding checklist, and explore tools to manage your tax with confidence.

Updated over a week ago

When you start your free trial with TaxTank, you’ll get a quick guided experience to help you set things up and start exploring with confidence.

Step 1: Watch the welcome video

The welcome video on your dashboard is the perfect place to start. In just a few minutes, it covers how to:

  • Choose your first Tank to trial

  • Navigate your dashboard and onboarding goals

  • Understand the difference between forecasted and actual tax estimates

  • Use key tools like Reports, Tax Summary and the Spare Tank

  • Invite your accountant or advisor to collaborate

  • Manage important tax info like capital losses and student loans

  • Access help and support when you need it

Step 2: Follow the onboarding checklist

Each Tank has its own onboarding checklist to walk you through the setup process. This includes linking data, entering key details, and understanding how the Tank works to keep your tax position accurate.

The checklist updates as you go, so you’ll always know what’s left to complete.

✅ Look for the checklist icon inside each Tank to track your progress.

Step 3: Use built-in help as you go

As you explore, you’ll see helpful tooltips, videos and links to support articles throughout the platform — so you can learn by doing, without leaving the page.

Need more support?

You can:

  • Browse our full Support Centre for detailed articles and videos

  • Click the chat icon in the bottom corner to message our support team directly

  • Or reply to any onboarding emails you receive from us

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