PRIVACY POLICY

Last Updated: 12 June 2026

1. Introduction

At Online Tax ("we", "our", "us"), we are committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains how we collect, use, store, and disclose your personal information when you visit our website, use our online tools, complete our tax questionnaire, upload documents, communicate with us, or engage us to prepare and lodge your tax return.

We handle personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles, and other applicable laws and regulations.

By using our website and services, you consent to the collection, use, and disclosure of your information as described in this Privacy Policy.

2. Information We Collect

We may collect personal information including:

Personal Details

  • Full name

  • Date of birth

  • Residential and postal address

  • Email address

  • Mobile and telephone numbers

Tax and Financial Information

  • Tax File Number (TFN)

  • PAYG Income Statements

  • Bank account details

  • Employment information

  • Work-related expenses

  • Investment income

  • Rental property information

  • Capital gains information

  • Superannuation information

  • Private health insurance details

  • HELP/HECS debt information

  • Business or sole trader information

  • Other information relevant to preparing your tax return

Identity Verification Information

Where required, we may collect information to verify your identity before providing services.

Website Information

We may automatically collect:

  • IP address

  • Browser type

  • Device information

  • Website usage data

  • Cookies and analytics information

3. How We Collect Information

We collect information when you:

  • Complete our online tax questionnaire

  • Use our refund calculator

  • Upload documents

  • Contact us by phone, email, SMS, or online forms

  • Engage us to prepare or lodge your tax return

  • Respond to requests for information

  • Participate in surveys or assessments

We may also receive information from government agencies, software providers, or third parties where authorised by you or permitted by law.

4. How We Use Your Information

We may use your information to:

  • Prepare, review, and lodge your tax return

  • Verify your identity

  • Communicate with you regarding your tax affairs

  • Request additional information or documentation

  • Maintain client records

  • Comply with legal and regulatory obligations

  • Improve our services and website

  • Provide client support

  • Send service-related communications

5. Client Financial Profile Assessment

As part of our online tax questionnaire and client onboarding process, we may collect information regarding your financial circumstances, financial goals, borrowing requirements, investments, superannuation, insurance needs, business activities, asset ownership, liabilities, and other related matters.

This information assists us to:

  • Better understand your overall financial circumstances;

  • Identify tax-related opportunities, risks, and considerations;

  • Improve the relevance and quality of our services;

  • Identify products, services, educational resources, or opportunities that may be relevant to your circumstances;

  • Maintain a comprehensive client profile; and

  • Improve your overall client experience.

By submitting information through our website or online forms, you consent to the collection and use of this information for these purposes.

Where appropriate, we may contact you regarding services, products, opportunities, or information that may be relevant to your circumstances.

You are under no obligation to engage any additional services that may be offered.

6. Marketing Communications

We may contact you regarding:

  • Tax return reminders

  • Tax-related updates

  • Changes to tax legislation

  • Service announcements

  • Information regarding products or services that may be relevant to your circumstances

You may unsubscribe from marketing communications at any time.

However, we may continue to send communications necessary for the provision of our services or compliance with legal obligations.

7. Disclosure of Information

We may disclose your personal information to:

  • The Australian Taxation Office (ATO);

  • Government agencies or regulators where required by law;

  • Professional advisers assisting in the provision of services;

  • Technology, software, cloud storage, payment, and document management providers;

  • Contractors or service providers assisting with service delivery;

  • Related entities; and

  • Referral partners or appropriately licensed service providers where such disclosure is reasonably necessary to respond to an enquiry, request, or interest expressed by you.

We take reasonable steps to ensure third parties handle information appropriately and only for authorised purposes.

We do not sell your personal information.

8. Tax File Numbers

Tax File Numbers are collected, stored, used, and disclosed only where permitted by Australian law.

We take reasonable steps to protect TFN information and use it solely for authorised taxation-related purposes.

9. Data Security

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

Security measures may include:

  • Secure online forms

  • Password-protected systems

  • Restricted access controls

  • Secure cloud storage

  • Internal confidentiality procedures

While we take reasonable precautions, no method of internet transmission or electronic storage can be guaranteed to be completely secure.

10. Access and Correction

You may request access to personal information we hold about you and request corrections where information is inaccurate, incomplete, or out of date.

11. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve website performance, understand visitor behaviour, and enhance user experience.

You may disable cookies through your browser settings; however, some website functionality may be affected.

12. Third-Party Websites

Our website may contain links to third-party websites.

We are not responsible for the privacy practices, content, or security of external websites.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time.

Any updated version will be published on our website and will take effect immediately upon publication.

14. Contact Us

The Online Tax

Website: https://theonlinetax.com.au

Email: [email protected]