Client Portal

Privacy Policy & Service Terms

Last Updated: 3 December, 2025

At Taxsolutions, we are committed to providing transparent, secure, and compliant tax, accounting, and advisory services. The following policies outline how we operate, how we protect your information, and what clients can expect when working with us.

1. Service Policy

1.1 Purpose

This policy defines the standards and procedures Taxsolutions follows to deliver tax, accounting, bookkeeping, and advisory services.

1.2 Scope

This policy applies to all clients who use our:

  • Tax preparation & lodgement services

  • Bookkeeping services

  • BAS & IAS preparation

  • Business and financial advisory

1.3 Service Delivery

  • All services are based on the accuracy of the information provided by the client.

  • Work is completed within the agreed timeframe unless delayed due to missing documents or third-party systems (ATO, banks, etc.).

  • No tax returns, BAS, or financial documents are lodged without written client approval.

1.4 Quality Assurance

  • All work is reviewed internally before submission.

  • Taxsolutions always complies with ATO regulations and Australian accounting standards.

2. Privacy Policy

2.1 Information We Collect

We may collect the following personal and financial information:

  • Full name, address, contact details

  • TFN, ABN, ACN

  • Income, expenses, receipts, bank statements, and financial documents

2.2 Why We Collect Your Information

Your data is used to:

  • Prepare and lodge tax returns

  • Prepare BAS, IAS, and business reports

  • Provide accounting, bookkeeping, and advisory services

2.3 Confidentiality & Data Protection

  • All client information is kept strictly confidential.

  • Information is not shared with third parties unless legally required (e.g., ATO audits, legal requests).

  • Data is stored securely using industry-standard encryption and access-controlled systems.

2.4 Your Rights as a Client

You may:

  • Request access to your personal or financial data

  • Update incorrect information

  • Request data removal where legally permissible

3. Payment Policy

3.1 Fees

  • All fees are shared and agreed upon before work begins.

  • Services may be charged at a fixed fee or hourly rate depending on the project.

3.2 Payment Terms

  • Payment is due upon invoice.

  • No lodgement or submission will occur until payment is received in full.

3.3 Late Payments

  • Late fees or administrative charges may apply for overdue invoices.

  • Services may be paused if payment is not made on time.

4. Disclaimer & Advisory Policy

4.1 General Advice Warning

Taxsolutions provides general tax and business advice unless specifically stated as personal advice.
General advice does not consider your personal financial circumstances or goals.

4.2 No Guarantees

  • All advice is based on current Australian tax laws and regulations.

  • Tax laws may change; clients are responsible for seeking updated advice.

  • We do not guarantee any specific tax refund, ATO outcome, or business result.

4.3 Client Responsibilities

Clients must:

  • Provide accurate, complete information

  • Maintain appropriate financial records

  • Seek personal financial or legal advice when required

5. Refund & Cancellation Policy

5.1 Refund Eligibility

Refunds may be issued only if:

  • Work has not yet started

  • Fees were charged in error

5.2 No Refund After Lodgement

Once a tax return, BAS, or financial document is lodged, refunds cannot be issued.

5.3 Cancellation

Clients may cancel services at any time.
However, payment is required for any work already completed.

6. Client Advisory Statement

6.1 Transparency

Taxsolutions is committed to providing clear, honest, and practical advice to support clients in making informed financial decisions.

6.2 Regular Reviews

We encourage clients to review their tax and financial situation at least once per year to ensure compliance and optimise financial outcomes.