TaxNav Platform
User Guide
Complete step-by-step instructions and video tutorials
Navigate the platform with confidence through comprehensive, task-focused guidance designed to suit your preferred learning style. Whether you favour detailed written instructions or visual demonstrations, these resources will help you master essential functions efficiently. Each guide addresses a specific workflow, enabling you to locate precisely the information you require.
Onboarding
Essential first steps to establish your TaxNav account and complete initial setup. These guides ensure you're properly configured before beginning your tax submissions.
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Platform Settings & Configuration
Customise your workspace and configure essential settings to optimise your TaxNav experience for your specific requirements.
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Uploading Spreadsheet Data
Step-by-step instructions for importing your existing spreadsheet data, whether using TaxNav templates or migrating from your current system.
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Managing Income & Expenses
Practical guidance for adding and categorising income and expense transactions, including both manual entry and bulk management methods.
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