Terms of service.

SECTION 1

In these terms: · "Tax Tracker", "we", "us", "our" means Tax Tracker Pty Ltd, registered with the Tax Practitioners Board as a tax agent under TPB number 26321143. · "You", "your" means the person or entity using the website or engaging us for tax-agent services. · "Website" means taxtracker.com.au and its sub-domains (including the client portal at app.taxtracker.com.au). · "Services" means any tax-agent, BAS-agent, bookkeeping, SMSF or advisory work we perform under a signed engagement letter. · "Engagement letter" means the per-client letter setting out scope, fee, timing and any special conditions for a specific piece of work. · "TPB" means the Tax Practitioners Board. · "IPA" means the Institute of Public Accountants. We are bound by the IPA's professional and ethical standards including APES 110 Code of Ethics.

SECTION 2

Tax Tracker Pty Ltd (ABN 30 681 334 289; TPB 26321143) operates the website and provides tax-agent services from 26 Basildon Crescent, Strathtulloh VIC 3338. By using the website or engaging us for any work, you agree to these terms. Where your specific engagement letter conflicts with anything here, the engagement letter wins. Where these terms or the engagement letter conflict with mandatory rights you have under Australian Consumer Law or other Australian legislation, that legislation wins.

SECTION 3

You may browse the website, read our content, use the refund calculator, and submit enquiries through the contact form. You agree not to: · Submit false information through any form · Attempt to access non-public areas of the site (the client portal is for clients only) · Probe, scan, scrape or otherwise interfere with the site's normal operation · Use any content, calculator, or design element from this site for commercial purposes without our written permission We make every reasonable effort to keep the site accurate and up to date, but tax law changes constantly. Information on this site is general — it is not personalised tax advice. For advice on your specific situation, engage us.

SECTION 4

Whether you fill in a contact form, upload to the portal, or hand us paper records in our office, you confirm that: · The information is yours to share, or you have the authority of the person it relates to · It is accurate and complete to the best of your knowledge · You will tell us if anything material changes during our engagement We rely on the information you give us. We do our own checks where the law requires it (identity verification, anti-money-laundering) but we don't independently verify every figure — that's not what a tax agent does, and the cost would be prohibitive.

SECTION 5

When you ask us to do real work — a return, a BAS, bookkeeping, an SMSF audit — we send you an engagement letter setting out the specific scope, the fee, the timeframe, and any conditions that apply. The engagement begins when you sign and return that letter (or accept it via our portal). The engagement letter is the binding contract for that piece of work. These terms are the background framework that fills in anything not specifically covered.

SECTION 6

Every fee is quoted in writing before we start. The quote is fixed unless the scope of work materially changes — in which case we tell you the moment it does, with a new number, before doing anything outside the original quote. Invoices are payable within 14 days of issue. We accept bank transfer, BPAY, and major debit / credit cards. Persistent late payment may result in suspension of work and, in rare cases, termination of the engagement. We don't charge late fees casually — but we reserve the right to charge interest at the Reserve Bank cash rate plus 4% on amounts more than 30 days overdue.

SECTION 7

Before work has started, you can cancel an engagement at any time and we'll cancel any pending invoice. No fee applies. Once work has started, you may still cancel by giving us written notice. We will: · Stop work immediately on receiving notice · Issue a final invoice for work completed up to that point, charged at the proportion of scope completed (or at our standard hourly rate if the work doesn't divide neatly) · Hand over your records and any partially completed work once the final invoice is paid If you've prepaid for work we haven't yet performed, we refund the unused portion within 14 days. We do not charge cancellation penalties. If you believe a service we delivered does not meet the standard you reasonably expected, contact us first — most issues are resolved by re-doing the work at no charge or by adjusting the invoice. Where we have made an error that caused you direct financial loss, our liability is governed by the limitation-of-liability section below and the professional standards scheme.

SECTION 8

You retain ownership of your records, your data, and the lodged documents we prepare for you. You can take copies away whenever you ask. We retain ownership of our internal templates, working papers, methodologies, training materials, and the code that runs this website and the client portal. Engaging us doesn't grant you a licence to copy, distribute or repurpose those materials beyond your own internal use.

SECTION 9

We treat everything you tell us confidentially. We disclose information only to the recipients listed in our privacy policy, and only for the purposes set out there. You agree to keep our pricing, working papers, and any methodology we share with you confidential too — not because we're precious about it, but because that's the standard expectation between professional advisers and their clients.

SECTION 10

We provide the website and our services with reasonable care and skill. We do not warrant that: · The website will be available without interruption (we run on third-party hosting and rely on internet routing outside our control) · Information on the website will be free from every typographical error or omission (we correct issues promptly when notified) · A particular tax outcome will be achieved on a specific return — outcomes depend on facts, ATO interpretation, and applicable law at the time of lodgement · Any third-party platform we recommend (Xero, MYOB, document portals, the ATO Online Services for Agents) will operate without fault Nothing in this section excludes any guarantee, condition, warranty or right that you have under the Australian Consumer Law that cannot lawfully be excluded.

SECTION 11

Our liability is limited by a scheme approved under Professional Standards Legislation. The scheme caps the maximum amount you could recover from us in the event of a successful claim — details of the scheme are available on request. Subject to the scheme cap and any non-excludable rights you have under Australian Consumer Law, our total liability for any claim arising under these terms or under an engagement letter is limited to the fees you have paid us for the specific service that gave rise to the claim, in the 12 months immediately before the claim arose. We are not liable for: · ATO penalties or interest charges arising from information you didn't give us, or gave us late · Decisions you make based on general content on this website (it isn't personal advice) · Failure of any third-party platform or service we use in good faith (Xero, MYOB, the ATO portal, hosting providers) where we have followed reasonable steps · Indirect, consequential, special or punitive damages, or loss of business, profit, opportunity or goodwill · Force-majeure events outside our reasonable control

SECTION 12

You agree to indemnify us, on a reasonable and proportionate basis, against any third-party claim or loss caused by: · Information you provided that was false, misleading or materially incomplete · Your breach of these terms or your engagement letter · Your unauthorised use of the website or the client portal This indemnity does not apply to the extent the claim or loss was caused by our own negligence, breach of these terms, or breach of professional duty.

SECTION 13

You can end an engagement at any time, in writing. We will hand over your records, raise a final invoice for work done to date, and revoke our agent authority with the ATO once invoices are settled. We can also end an engagement, with reasonable written notice, if: · You ask us to do something we believe would breach our obligations as a registered tax agent or as IPA members · You repeatedly fail to provide information we need to complete the work · An invoice is more than 60 days overdue · A conflict of interest arises that we cannot resolve We will explain the reason in writing and give you a reasonable opportunity to fix anything that's within your power to fix.

SECTION 14

If something goes wrong, the first step is always to talk to us — email info@taxtracker.com.au or call (03) 8732 2126. Most issues are resolved this way within a few business days. If you are not satisfied with our response, you can: · Lodge a complaint with the Tax Practitioners Board at tpb.gov.au — the TPB regulates registered tax agents and investigates complaints about agent conduct · Lodge a complaint with the Institute of Public Accountants under its complaints process · Refer the matter to mediation through the Resolution Institute or another mutually agreed mediator Court proceedings are a last resort. Any unresolved dispute will be heard in the courts of Victoria, Australia.

SECTION 15

Any claim you have against us under these terms or an engagement letter must be brought within two years of the date you first became aware (or ought reasonably to have become aware) of the matter giving rise to the claim. This limitation period does not apply where Australian law sets a different mandatory period that cannot be contracted out of.

SECTION 16

These provisions apply to the agreement as a whole. · Notices: written notices to us go to info@taxtracker.com.au or to our registered address. Notices to you go to the email or postal address you most recently provided. · Entire agreement: these terms together with your engagement letter and our privacy policy form the entire agreement between us. They replace any earlier representations. · Severance: if any clause is held unenforceable, that clause is severed and the rest remain in force. · Waiver: a failure or delay in enforcing a right is not a waiver of it. Waivers must be in writing. · Assignment: you cannot transfer your rights under these terms without our written consent. We may assign our rights to a successor entity (e.g. on a sale of the business) on written notice to you. · No agency: nothing in these terms makes either of us the agent, partner or employee of the other, except for the specific tax-agent authority granted in the engagement letter. · Force majeure: neither party is liable for failure to perform caused by events outside its reasonable control (natural disaster, pandemic, internet outage, ATO platform failure, government action).

SECTION 17

We may update these terms from time to time. The version on this page, with the date at the top, is the current one. Material changes will be notified to current clients by email at least 30 days before they take effect. Continued use of our services or this website after that date constitutes acceptance.

SECTION 18

These terms are governed by the law of the State of Victoria, Australia. The courts of Victoria have non-exclusive jurisdiction over any dispute that the parties cannot resolve through the complaints process above.

SECTION 19

26 Basildon Crescent, Strathtulloh VIC 3338 Phone: (03) 8732 2126 Email: info@taxtracker.com.au Tax Tracker Pty Ltd · Registered Tax Agent · TPB 26321143 · Member of the Institute of Public Accountants · Liability limited by a scheme approved under Professional Standards Legislation.