Privacy Policy & Engagement Terms

This Privacy Policy explains how Simple My Tax collects, uses and protects personal information in connection with the tax preparation and lodgement services it offers.

PENDING APPROVAL — this is placeholder text. Replace with the practice's reviewed Privacy Policy before publishing, and ensure it reflects the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

Through this website and its enquiry forms we collect only contact and scope information — for example your name, email, mobile, service category, financial year, consultation preference, how you heard about us, and a separate marketing-consent choice.

We do not collect your Tax File Number, identity documents, bank details or tax documents on this website or in any form. Those are collected only through the secure client portal.

PENDING APPROVAL — confirm the final list of fields and collection channels before publishing.

We use your information to respond to enquiries, schedule consultations, confirm the scope of an engagement, and prepare and lodge your tax return.

Marketing communications are sent only with your separate, unticked marketing-consent choice, and you can opt out at any time.

PENDING APPROVAL — confirm permitted uses, retention periods and disclosure to third parties (for example the ATO and software providers) before publishing.

Sensitive documents and details are handled through a secure client portal, never by ordinary email.

PENDING APPROVAL — describe the security measures, access controls and breach-response process before publishing.

You may request access to, or correction of, the personal information we hold about you. PENDING APPROVAL — confirm the request process and any exemptions before publishing.

These Engagement Terms describe the basis on which Simple My Tax agrees to provide tax preparation and lodgement services.

PENDING APPROVAL — this is placeholder text. Replace with the practice's reviewed Engagement Terms before publishing, including scope, fees, payment terms, client obligations, timeframes, and limitations of the engagement.

Services are confirmed at your consultation. Tax preparation and ATO lodgement occur in separate tax software, not on this website.

This website provides general information only and is not tax advice. It does not provide a tax refund estimate or a tax calculation.

PENDING APPROVAL — confirm the scope wording and any exclusions before publishing.

Fees are quoted in Australian dollars (AUD) and are inclusive of GST where applicable. Final pricing is confirmed at your consultation.

PENDING APPROVAL — confirm the fee schedule, payment terms and refund policy before publishing.

You agree to provide accurate information and documents through the secure portal, and to authorise lodgement as required.

PENDING APPROVAL — confirm client obligations, document requirements and timeframes before publishing.

General information only, not tax advice. You should consider your own circumstances and obtain specific advice before acting. Nothing on this website is a tax refund estimate or a tax calculation.