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Getting Started for Users
See how to get the most out of TaxTank by getting your data set up as quickly as possible
6 articles
Get started with the onboarding checklistIn this comprehensive video tutorial, we'll guide you through each step of the onboarding checklist so you're up in running in no time.
Select incomes for fast, easy on-boardingOn-boarding made easy - Choose your incomes to customise your checklist
Add Wage & Salary ForecastsAdd forecasts to accurately forecast your tax position
Add Forecasts for Other IncomesAdd forecasts to accurately forecast your tax position
Add Forecasts for Properties & PortfoliosAdd forecasts to accurately forecast your tax position
Documents to help onboardingLists the documents you need to onboard with the correct information