Legal

Terms & Conditions

Last updated: May 2026

1. Nature of Services

tax mate! provides administrative and processing assistance to individuals seeking to lodge income tax returns and/or claim superannuation refunds in Australia. Our services are strictly limited to:

tax mate! does not provide tax advice, financial advice, legal advice, or any form of professional opinion regarding your individual tax affairs. Nothing in our communications, website, marketing materials, or services should be construed as such.

2. Non-Registration Disclosure

tax mate! and its personnel are not registered with the Tax Practitioners Board (TPB) as tax agents, BAS agents, or tax (financial) advisers under the Tax Agent Services Act 2009 (Cth). We do not hold an Australian Financial Services Licence (AFSL).

We do not act as your tax agent or representative before the ATO in any professional advisory capacity. Our role is strictly limited to administrative assistance and data processing based on the information and instructions you provide.

3. Client Responsibility

By using our services, you acknowledge and agree that:

4. Authorization & Consent

By using our services, you:

5. Limitation of Liability

To the maximum extent permitted by law:

6. No Guarantee of Results

tax mate! does not guarantee any specific refund amount, processing time, or outcome. Any estimates, projections, or indicative figures provided — whether on our website, in marketing materials, or in direct communications — are for informational purposes only and are based on the information available at the time. Actual results are determined solely by the ATO or the relevant superannuation fund and may differ from any estimate provided.

7. Fees & Payment

Our fee structure will be communicated to you prior to the commencement of services. By proceeding with our services, you agree to the applicable fees as presented. No refund of service fees will be issued once the return or claim has been lodged, regardless of the outcome.

8. Privacy & Data Protection

tax mate! is committed to protecting your personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth):

9. Electronic Communications

You acknowledge that electronic communication (including email, messaging applications, and online portals) carries inherent risks. tax mate! will use reasonable efforts to communicate securely but accepts no liability for any loss or damage arising from electronic communications. You consent to receiving all notices and communications electronically.

10. Dispute Resolution

In the event of any dispute arising from or in connection with these Terms or the services provided, both parties agree to attempt to resolve the matter through good faith negotiation before pursuing any other remedy.

11. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the Commonwealth of Australia. Both parties submit to the non-exclusive jurisdiction of the courts of Australia.

12. Changes to These Terms

tax mate! reserves the right to update or amend these Terms at any time. Any material changes will be reflected on this page with an updated date. Your continued use of our services after such changes constitutes acceptance of the revised Terms.

13. Contact

If you have any questions about these Terms or our services, please contact us at: