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TaxTank

TaxTank is a custom-built tax management platform designed for property investors. TaxTank provides real-time tax tracking, ATO compliance tools, and live market values, giving a complete overview of your portfolio all year round.

How we work together

TaxTank and Sharesight integrate to simplify tax reporting and portfolio management, particularly for property investors. TaxTank focuses on tracking property-related expenses, such as mortgage interest and property management fees, which are crucial for tax purposes.

By connecting TaxTank and Sharesight, investors can consolidate their property and investment data in one place. This integration streamlines tax reporting, providing a comprehensive view of one's financial situation and making tax time easier. It also offers better insights into overall investment performance by combining property and other investment data.

How to setup integration

  1. Log in to your TaxTank Account

  2. Select Holdings on the left side bar

  3. Click on Integrations above the Holdings section

  4. Click Connect Sharesight > Connect

  5. Tick I agree to allow TaxTank to access my account via Sharesight API