Managing Properties & Portfolios
Master property and portfolio management with TaxTank. From adding properties to managing ownership percentages and portfolio types including SMSF, Trusts and AirBnB.
19 articles
- How to add propertiesLearn how to add properties in TaxTank for complete asset tracking, accurate financial records, and effective property management.
- How to upload multiple documents for a property purchaseLearn how to upload multiple property documents, including buyer's agent agreements, inspection reports, and conveyancer statements.
- Why it’s important to check before entering a manual addressLearn why checking your address before entering it manually in TaxTank ensures accurate CoreLogic valuations and property data.
- How to add a Property PictureEnhance property records by adding pictures for visual reference and documentation in TaxTank.
- How to allocate property loans in TaxTankLearn how to allocate loans to properties in TaxTank by security or usage to track equity accurately and stay compliant with ATO guidelines.
- How to edit a propertyLearn how easily edit properties in TaxTank. Navigate to Property Tank, click 'Property Tab', then edit with the pencil icon.
- How to deactivate a propertyLearn how to deactivate a sold or transferred a property so it can reactivated if needed at anytime.
- How to delete a property in TaxTankLearn how to delete a property from TaxTank by making it inactive, removing any data, and finally deleting.
- How to update your property when its use has changedNavigate the steps to update property use details, ensuring accurate financial reporting.
- How to create custom portfolios to manage your propertiesDiscover how to create customised property portfolios to organise and analyse your property investments effectively.
- How to change/edit your property ownership percentageLearn how to update ownership percentages for properties in TaxTank for correct asset allocation and better financial management.
- How to seamlessly manage your property held in a SMSF in TaxTankLearn how to seamlessly manage your Self-Managed Super Fund (SMSF) property within TaxTank.
- How TaxTank tracks and labels your property performanceLearn how TaxTank tracks property performance with real-time insights, highlighting top tax savings, equity gains, and ongoing monitoring.
- How to connect your properties to your Sharesight accountHow to connect your properties from TaxTank into your Sharesight account using the 2 way API integration.
- How to change the initial portfolio for your propertyLearn how to easily update a property’s portfolio if it was assigned incorrectly & keep your property movements accurate for tax compliance.
- How to add commercial or business properties in TaxTankLearn how to add commercial or business properties in TaxTank using Property Tank portfolios and Sole Tank for BAS, GST, and separate entity reporting.
- How to add a granny flat in TaxTankLearn how to set up an owner occupied dwelling and granny flat in Property Tank so you can accurately split shared expenses and allocate property-specific costs.
- How to add a foreign property in TaxTankLearn how to add an overseas or foreign property in TaxTank, enter property values in AUD, and manage valuations and forecasts for Australian tax purposes.
- How to manage foreign property income and expenses in TaxTankLearn how to record overseas property income and expenses in TaxTank using foreign bank accounts or manual entries, with automatic AUD conversions for Australian tax reporting