TaxTank Integrations

At TaxTank, we’re dedicated to making tax and financial management as seamless as possible. Our Integrations connect you with some of the best tools in the business, delivering smarter, more streamlined solutions that simplify your financial life.

Basiq Integration

Basiq powers our Open Banking capabilities, giving you a clear view of your financial data. Open Banking is a carefully regulated government initiative that can only be accessed by Accredited Data Recipients (ADR) registered with the ACCC, ensuring your information is handled securely.

By linking your bank accounts, TaxTank automatically syncs your live bank feed transactions, making tax reporting easy and accurate. Your financial data stays up to date with minimal effort, so you’re always working with the latest information. Automation rules further streamline the process by categorising and reconciling transactions, saving you time and hassle.

With Basiq’s secure Open Banking platform, staying on top of your finances has never been easier.

CoreLogic Integration

TaxTank’s integration with CoreLogic equips our platform with unparalleled property analytics that power our property valuations and equity forecasts. 

By leveraging CoreLogic’s estimated market values and confidence ranges, each valuation comes with a clear reliability indicator, ensuring your assessments are both precise and trustworthy. 

We also incorporate the 10-year rolling average growth rate by suburb for houses and units, giving you deep insights into long-term market trends.

Whether you’re a seasoned investor or just starting out, CoreLogic is Australia and New Zealand’s most trusted property data provider making it easy to visualise your property’s future potential with reliable data and effortless automation.

TaxTank’s integration with Sharesight revolutionises property and investment tracking by delivering a seamless two-way data sync that eliminates manual data entry, enhances accuracy, and improves tax planning.

Property data from TaxTank is automatically pushed to Sharesight, ensuring up-to-date market values and income tracking without the need for manual updates. At the same time, TaxTank pulls in trades, dividends, and investment income from Sharesight into Holdings Tank, enabling real-time CGT calculations and a complete tax position across all assets.

Trusted by investors, financial advisors, and portfolio managers worldwide, by combining Sharesight’s precision with TaxTank’s live tax position tracking, this integration provides full transparency, smarter tax planning, and effortless compliance.

Coming Soon

We’re constantly expanding TaxTank’s capabilities to bring you even more powerful integrations. Our goal is to seamlessly connect you with the tools you trust, making TaxTank the ultimate hub for managing your finances effortlessly. Stay tuned—there’s more to come!

Coinspot Integration
Swyftx Integration