Managing your Account
Learn how to manage your TaxTank account and subscription. Get tips on cancelling, updating details, changing passwords, and using TaxTank efficiently.
18 articles
- How to manage your TaxTank subscriptionDiscover how to effectively manage your TaxTank subscription to stay in control of your account and optimise your TaxTank experience.
- How to cancel or delete your accountLearn how to cancel your TaxTank account and ensure a smooth process for managing your account preferences.
- How to change your passwordSecurely change your TaxTank password hassle-free. Visit 'My Account' > 'Security' and create a strong and unique new password.
- How to update your detailsEffortlessly update your general details at 'My Account' > 'General' Tab to ensure accuracy in your comprehensive tax summary.
- How to manage multiple TaxTank accounts and subscriptionsLearn how to set up a Family Advisor account to manage multiple subscriptions for your family group.
- Understanding the financial years available in TaxTankLearn how TaxTank covers financial years from 2021/22, adapts to yearly tax law changes, and why prior years aren't available.
- How to add any prior year capital lossesLearn how to add prior year capital losses to your sole trader records in TaxTank.
- Why we recommend Chrome for the best TaxTank experienceFor the best experience using TaxTank, we recommend using Google Chrome as other browsers may not fully support TaxTank’s features.
- How to change your email addressLearn how to update your account email! Use the chat icon, create a 'Change Email Address' ticket, and we’ll handle the rest!
- How to find your TaxTank subscription receiptsLearn how to find a copy of your TaxTank subscription receipts/invoices in just a few clicks.
- How to edit everything in TaxTank and start againLearn how to edit everything in TaxTank and start fresh, from editing transactions, deactivating accounts, and resetting with ease.
- How to add TaxTank to your home screen like an App (iPhone & Android)Learn how to add TaxTank to your home screen on iPhone or Android so you can access it quickly, just like an app.
- Moving from Monthly to Annual SubscriptionsLearn about TaxTank’s annual subscription pricing, multi-Tank discounts, and how the change from monthly plans helps you manage your tax and finances year-round.
- Cancellation & Refund Policy
- How to hide unwanted widgets on the main dashboardLearn how to hide dashboard widgets and inactive Tank cards in TaxTank to customise your dashboard and focus on the information that's most important to you.
Account Security
Learn how to keep your TaxTank account secure with step-by-step guides on Multi-Factor Authentication (MFA) and more.
- How to set up Multi-Factor Authentication (MFA) in TaxTankLearn how to set up Multi-Factor Authentication (MFA) in TaxTank to protect your account with an extra layer of security.
- How to reset Multi-Factor Authentication (MFA) in TaxTankLearn how to reset Multi-Factor Authentication (MFA) in TaxTank if you’ve lost your phone, changed your backup email, or are locked out.
- TaxTank Security OverviewAt TaxTank, we prioritise security with data stored in Australia, robust encryption, and strict access control for ultimate data protection.