How to connect your Sharesight portfolio to TaxTank
Content also available for tax entities or on our global site.TaxTank is a specialised tax reporting and analysis tool designed to simplify property tax for Australian investors. Integrating your Sharesight portfolio with TaxTank makes it easy to manage and report on the tax implications of your property-related investments. This integration streamlines the process of tracking property capital gains, rental income and other investment income, making your property tax preparation more accurate and less time-consuming.
We have an article here for more information about this integration.
How to connect Sharesight with TaxTank
To import trades into TaxTank
Log in to your TaxTank Account
Select Holdings on the left side bar
Click on Integrations above the Holdings section
Click Connect Sharesight > Connect
Tick I agree to allow TaxTank to access my account via Sharesight API
All of your trades should sync into TaxTank over the next few minutes.
To import investment property data into Sharesight
Log in to your TaxTank Account
Select Property on the left side bar
Click Connect Sharesight > Connect
Tick I agree to allow TaxTank to access my account via Sharesight API
How to disconnect
In Sharesight, click on Account on the top right
Select Sharesight API on the drop down
Click Revoke then Are you sure?
Last modified on March 16, 2025 UTC