TERMS OF SERVICE

Last Updated: 12 June 2026

1. Acceptance of Terms

By accessing our website or using our services, you agree to be bound by these Terms of Service.

If you do not agree with these Terms, you should discontinue use of our website and services.

2. Our Services

The Online Tax provides online tax return preparation and lodgement services for Australian taxpayers.

Our services may include:

  • Tax return preparation

  • Tax return review

  • Tax lodgement assistance

  • Tax refund estimation

  • General taxation support relating to your tax return

3. Your Responsibilities

You agree to:

  • Provide complete, accurate, and truthful information;

  • Supply all relevant supporting documentation;

  • Disclose all income and relevant tax information;

  • Respond promptly to requests for additional information;

  • Review your tax return before lodgement; and

  • Approve your tax return prior to submission.

You acknowledge that your tax return is prepared based on the information you provide.

4. Tax Return Preparation

We prepare tax returns using information supplied by you and information available through authorised taxation systems where applicable.

We may request additional information before finalising or lodging your return.

We are not responsible for:

  • Incomplete information provided by you;

  • Incorrect information supplied by you;

  • Delays caused by missing documentation;

  • Delays caused by third parties; or

  • Delays caused by the Australian Taxation Office.

You remain responsible for reviewing and approving your tax return before lodgement.

5. Client Financial Profile Assessment

As part of our client onboarding process, we may require information regarding your broader financial circumstances, including matters relating to investments, borrowing requirements, superannuation, insurance, business activities, assets, liabilities, and financial goals.

You acknowledge that this information forms part of our information gathering process and assists us in understanding your circumstances, identifying relevant tax considerations, and determining whether products, services, opportunities, or information may be relevant to your needs.

You consent to us using this information to:

  • Provide and improve our services;

  • Identify matters that may impact your taxation position;

  • Contact you regarding services, opportunities, or information that may be relevant to your circumstances; and

  • Maintain a client profile for future interactions.

Submission of this information does not create any obligation to engage any additional services.

6. Fees and Pricing

Advertised pricing applies to eligible tax returns only.

Additional fees may apply where a return includes more complex matters, including but not limited to:

  • Rental properties;

  • Capital gains tax;

  • Cryptocurrency transactions;

  • Foreign income;

  • Business or sole trader income;

  • Multiple investment activities; or

  • Amendments to previously lodged returns.

Where additional fees apply, you will be informed before work proceeds.

7. Payment

Payment may be required before preparation, review, or lodgement of a tax return.

We reserve the right to withhold services until payment has been received.

8. Refunds

Refund requests are considered on a case-by-case basis.

Once work has commenced, a tax return has been prepared, reviewed, or lodged, refunds may not be available for work already completed.

Nothing in these Terms limits your rights under Australian Consumer Law.

9. No Guarantee of Refund Amount

We aim to assist clients in claiming deductions and offsets to which they are legally entitled.

However, we do not guarantee any specific refund amount, tax outcome, or processing timeframe.

10. Consent to Contact

By submitting information through our website, completing an online questionnaire, requesting a tax return, or otherwise engaging with our services, you consent to being contacted by The Online Tax and its related entities regarding:

  • Your tax return;

  • Information required to provide our services;

  • Taxation updates and reminders;

  • Products and services that may be relevant to your circumstances; and

  • Opportunities identified through our client assessment process.

You may opt out of marketing communications at any time.

Service-related communications necessary to provide our services may continue.

11. Electronic Communications

You consent to receiving communications electronically, including via:

  • Email;

  • SMS;

  • Telephone; and

  • Online messaging systems.

You are responsible for ensuring your contact details remain accurate and up to date.

12. Website Use

You agree not to:

  • Use the website for unlawful purposes;

  • Submit false or misleading information;

  • Upload malicious software or harmful content;

  • Attempt unauthorised access to our systems; or

  • Interfere with the operation of the website.

13. Intellectual Property

All website content, branding, graphics, text, forms, logos, and materials remain the property of The Online Tax unless otherwise stated.

You may not reproduce, distribute, modify, or use website content without prior written consent.

14. Limitation of Liability

To the maximum extent permitted by law, The Online Tax is not liable for indirect, incidental, consequential, or special loss arising from the use of our website or services.

Where liability cannot be excluded by law, our liability is limited to the amount paid by you for the relevant service.

Nothing in these Terms excludes rights available under Australian Consumer Law.

15. Changes to These Terms

We may update these Terms from time to time.

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

16. Governing Law

These Terms are governed by the laws of Australia.

Any dispute arising in connection with these Terms shall be subject to the jurisdiction of the courts of Australia.

17. Contact Us

The Online Tax

Website: https://theonlinetax.com.au

Email: [email protected]