Dual ID and Profiles now available in Beta mode

Do you have more than one login with the same bank? Or a single login that makes you choose between personal, trust, company, or sole trader profiles? You can now connect them all in TaxTank.

How to add an additional bank profile

1. Go to Banks in your TaxTank dashboard.
2. Locate the existing bank tile.
3. Select the three dots (⋮) on the bank tile.
4. Choose Connect additional profile.
5. Follow the prompts and log in using your bank User ID. If this User ID has multiple profiles, you can log in multiple times, selecting a different profile each time to connect them separately.
6. Confirm the connection.

Once connected, you’ll see another tile for the same bank. Each tile represents a different login profile. Simply add your bank accounts by selecting the three dots (⋮) on the bank tile and choosing Add Bank Accounts.

How to change the name of a bank profile

1. Select the three dots (⋮) on the bank tile.
2. Choose Edit Profile Name, enter the new name, and click Save.

This is completely new functionality and something you won’t find anywhere else who offers Open Banking. It’s perfect for customers juggling multiple trusts, business, or personal accounts.

It’s currently in Beta, so if you run into any issues while connecting additional profiles, let us know.