Skip to main content
All CollectionsGetting Started for Users
Get started with the onboarding checklist
Get started with the onboarding checklist

Navigate TaxTank's onboarding process effortlessly with our detailed checklist, ensuring no step is missed.

Updated over 6 months ago

In this comprehensive video tutorial, we'll guide you through each step of the onboarding checklist, ensuring a smooth start to your TaxTank journey.

You can watch the whole video or skip straight to the chapter that you need help with by clicking on the timestamp at the bottom of the video.

📑Chapters:

0:00 How to navigate through TaxTank's Onboarding Checklist

0:56 How to add Income Forecasts (Wages, Salary and other Incomes)

2:43 How to add your Properties

4:25 How to add your Sole Trader Business

5:19 How to add your Shares, Crypto and Other Assets

6:23 How to add your Bank Feeds

8:38 How to Add your Vehicle Logbook

Did this answer your question?