Information We Collect

We may collect the following types of personal information:

• Name, address, email, and phone number

• Date of birth and Tax File Number (TFN)

• Identification documents (e.g. driver’s license, passport)

• Income and financial data related to tax filings

• Bank account details for refund processing

• Employment and business details (if applicable)

Sharing Your Information

We do not sell your information. We may share your data only with:

• The Australian Taxation Office (ATO) or relevant government authorities

• Our internal tax advisors and compliance staff

• Trusted service providers (e.g. secure payment gateways, cloud hosting) — under confidentiality agreements

How Long We Keep Your Data

We retain your personal information only as long as necessary for tax filing, compliance, and recordkeeping — typically for 5–7 years, or as required by law.

Cookies & Website Analytics

We use cookies and analytics tools to understand how visitors use our site. This helps us improve performance and usability. You can disable cookies in your browser settings.

How We Use Your Information

We use the information we collect to:

• Prepare and lodge your tax return

• Verify your identity and comply with legal obligations

• Communicate with you about your refund or application

• Improve our services and customer experience

• Maintain accurate financial and legal records

How We Protect Your Information

We use secure servers, SSL encryption, and controlled access protocols to safeguard your data. We comply with the Australian Privacy Principles (APPs) and any other relevant data protection laws.

Your Rights

You have the right to:

• Access the personal data we hold about you

• Request corrections or updates

• Withdraw your consent (where applicable)

• Lodge a complaint with the Office of the Australian Information Commissioner (OAIC)

To request access or make changes, please contact us at:

privacy@taxeasy.com.au