Free Tax Tools
We believe in empowering everyday Australians to take ownership of their tax. That’s why we’ve created some free tax tools you can use at any time.
Tax Templates (Free Downloads)
Tax Return Checklist
The tax return checklist will help you make sure you don’t miss out on any deductions at the end of financial year.
Vehicle Logbook
This template automatically calculates the distance & business use percentage to ensure you claim correctly.
Home Office Diary
The home office diary will help you make sure you claim every deduction related to working from home.
Invoice Template
This invoice template will let you easily create invoices to send to your clients so you can keep track of all monies owing.
Quote Template
This quote template will let you easily create quotes to send to your clients so you can keep everything organised.
Budget Planner
This budget planner helps you know where your money is going so you can make better financial decisions.
Investment Property Spreadsheet
This investment property spreadsheet will let you easily track your income and expenses for your property portfolio so you can claim every possible deduction.
A Beginner's Guide to Starting a Side Hustle
This book is designed to help aspiring side hustlers navigate the challenges and uncertainties of starting a new business venture. Whether you want to earn some extra cash, pursue a passion project, or start a full-fledged business, this guide will provide you with the tools, strategies, and inspiration to get started.
Growing Your Property Group Membership
This free ebook provides a comprehensive roadmap for starting and growing a successful property group. It covers everything from the importance of property groups to building a solid foundation, creating a compelling program, leveraging technology, networking, marketing strategies, and more!
Upcoming Webinars
We regularly hold webinars to show you the smart way to manage your tax and give you tips on managing it throughout the year instead of the once a year event.
Tuesdays & Wednesdays
2:00pm or 4:00pm
Why TaxTank? Maximise your tax refund
Discover how TaxTank can revolutionise the way you manage your work income and expenses. With our Work Tank, you’ll streamline your financial tracking, maximise deductions, and gain real-time insights into your tax position.
In this session, you’ll learn to:
- Automate Income & Expense Tracking: Use live bank feeds to automatically categorise and track work-related income and expenses, ensuring nothing is missed.
- Maximise Deductions: Leverage smart tax tools to accurately claim all possible deductions, from vehicle expenses to home office claims.
- Gain Real-Time Financial Insights: Stay on top of your tax position throughout the year with up-to-date reports and budgeting, helping you make informed financial decisions.
- Ensure Compliance: Securely store receipts and important documents to safeguard against audits and ensure compliance with tax regulations.
Ideal for employees, freelancers, and advisors, this session will equip you with the tools and knowledge to take full control of your work-related finances and enhance your financial strategy.
Join us to experience how TaxTank’s Work Tank can simplify your financial management and take the hassle out of tax time!
Tuesdays & Thursdays
10:00am or 4:00pm
Master Your Investments: Property & Holdings Tank
Join us for a dynamic training session on TaxTank’s Property Tank and Holdings Tank, tailored for property and investment enthusiasts looking to optimise their portfolios and maximise tax benefits.
In this session, you’ll learn to:
- Leverage Property Tank: Streamline property management, gain real-time financial insights, and ensure full compliance with automated tax tools.
- Utilise Holdings Tank: Efficiently manage shares and crypto investments with real-time tracking and automated CGT reports, providing crucial tax insights.
Ideal for property investors, traders, advisors and accountants. This session will equip you with the knowledge to take full control of your investments and enhance your financial strategy.
Reserve your spot now to master your investments with TaxTank’s innovative solutions!
Wednesday & Thursdays
10:00am or 1:00pm
Go Digital: Simplify Sole Trader Tax with TaxTank
Join us for a dynamic training session on TaxTank’s Sole Tank, tailored specifically for sole traders looking to streamline their business operations and maximise tax benefits.
In this session, you’ll learn to:
- Leverage Sole Tank: Manage your sole trader income seamlessly with features like invoicing, business reporting, and real-time tax insights. Ensure full compliance and efficiency with automated tools for BAS reporting, depreciation, and expense tracking.
- Optimise Financial Management: Utilise smart tax tools to monitor business expenses, track prior year losses, and forecast your tax position, helping you avoid any end-of-year surprises.
- Enhance Business Strategy: Discover how Sole Tank can help you manage multiple businesses, monitor unpaid invoices, and integrate with live bank feeds for up-to-date financial tracking.
Ideal for sole traders, advisors, and accountants, this session will equip you with the knowledge to take full control of your sole trader business finances and make tax time a breeze.
Reserve your spot now to optimise your business operations with TaxTank’s innovative solutions!
