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Getting Started for Users
Learn how to get the most out of TaxTank by getting your data set up as quickly as possible.
8 articles
Get started with the onboarding checklistNavigate TaxTank's onboarding process effortlessly with our detailed checklist, ensuring no step is missed.
Select incomes for fast, easy on-boardingLearn how to swiftly choose incomes during onboarding, simplifying your TaxTank setup.
How to add wage and salary forecastsDive into the process of accurately adding wage and salary forecasts to accurately forecast your tax position.
How to add forecasts for other incomesUnderstand how to forecast various other income sources beyond the basics.
How to add forecasts for properties and portfoliosDiscover how to forecast property and portfolio incomes effectively, enhancing your financial projections within TaxTank.
What income types can be recorded in TaxTank?Discover the income types supported in TaxTank for precise tax reporting and financial oversight.
Documents to help onboardingAll the documents you need to onboard with the correct information.
How to contact TaxTank SupportNeed help with TaxTank? Use our chat for quick support or book a 1-on-1 consultation. Access expert help directly from your dashboard.