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Account Management
Manage your account profiles and organize your financial data
Tax Profile Management
Add Tax Profile
Add Account
USER (
...
)
Add New Account
Account Name *
Account Type *
Select account type
Personal
Business
Investment
Other
Bank Name
Account Number
Description
Edit Account
Account Name *
Account Type *
Personal
Business
Investment
Other
Bank Name
Account Number
Description
Linked Tax Profile
Select tax profile
Choose "None (Unlink)" to remove the link.
Create New Tax Profile
Tax Profile Name *
Entity Type *
Select entity type
Individual
Sole Proprietor
Partnership
Close Corporation
Company
Trust
Tax Year *
2025
2024
2026
Tax Registration Status
PAYE Employee
Provisional Taxpayer
Select all that apply. Business entities are automatically Provisional Taxpayers.
Business Name
Registration Number
Description
Entity Type Guide:
Natural Person:
Individual taxpayers, sole proprietors
Non-Natural Person:
Companies, partnerships, trusts
Edit Tax Profile
Tax Profile Name *
Entity Type *
Select entity type
Individual
Sole Proprietor
Partnership
Close Corporation
Company
Trust
Tax Year *
2025
2024
2026
Tax Registration Status
PAYE Employee
Provisional Taxpayer
Select all that apply. Business entities are automatically Provisional Taxpayers.
Business Name
Registration Number
Description
Note:
Changing entity type may affect tax calculations and questionnaire requirements.
Link Account to Tax Profile
Select Account *
Select account
Select Tax Profile *
Select tax profile
Important:
Linking an account to a tax profile will ensure all transactions from that account are processed according to the profile's tax rules.