TaxWiz - AI Tax Return Assistant

Last updated: 10 January 2026

Table of Contents

Introduction
What Information We Collect
How We Use Your Information
Use of AI and Third-Party Services
Disclosure of Personal Information
Overseas Disclosure
Data Security
Data Retention
Your Rights
Cookies and Analytics
Children's Privacy
Changes to This Privacy Policy
Contact Us

1. Introduction

TaxWiz ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our website, applications, and related services (collectively, the "Services").

We comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using TaxWiz, you agree to the collection and use of information in accordance with this Privacy Policy.

2. What Information We Collect

2.1 Personal Information

We may collect personal information that you voluntarily provide, including but not limited to:

Name
Email address
Account login credentials
Contact details
Business or employment-related information (where relevant)
Any information you submit through forms, chat inputs, or support requests

2.2 Tax and Financial Information

When using TaxWiz features, you may provide information such as:

Income and expense details
Tax-related questions or scenarios
Uploaded documents (e.g. receipts, invoices, summaries)

Important: TaxWiz is not a registered tax agent unless explicitly stated. Information provided is used to generate general guidance and insights only.

2.3 Automatically Collected Information

We may automatically collect certain technical data, including:

IP address
Browser type and version
Device information
Pages visited and usage patterns
Date and time of access

This data is used for security, analytics, and service improvement.

3. How We Use Your Information

We use your information to:

Provide and operate the TaxWiz Services
Generate AI-assisted tax guidance and responses
Improve accuracy, performance, and user experience
Communicate with you (service updates, support, important notices)
Maintain security, prevent fraud, and monitor misuse
Comply with legal and regulatory obligations

4. Use of AI and Third-Party Services

4.1 AI Processing

TaxWiz uses artificial intelligence models (including third-party providers such as OpenAI) to process user inputs and generate responses.

User inputs may be transmitted to AI service providers solely to provide the requested functionality
We do not allow third-party AI providers to use your data to identify you
Where possible, data is anonymised or minimised before processing

4.2 Infrastructure and Hosting

We may use third-party service providers, including cloud infrastructure providers (e.g. Amazon Web Services), for:

Data storage
Application hosting
Security and monitoring
Analytics and logging

These providers are contractually required to protect your information and use it only for authorised purposes.

5. Disclosure of Personal Information

We do not sell your personal information.

We may disclose information:

To trusted service providers who assist us in operating TaxWiz
Where required or authorised by law (e.g. court orders, regulatory requests)
To protect our rights, users, or systems from harm or misuse
With your explicit consent

6. Overseas Disclosure

Some service providers may be located outside Australia. Where personal information is disclosed overseas, we take reasonable steps to ensure that the recipient complies with privacy standards comparable to the Australian Privacy Principles.

7. Data Security

We implement reasonable technical and organisational safeguards to protect your information, including:

Encryption in transit and at rest (where applicable)
Access controls and authentication
Secure cloud infrastructure
Monitoring for unauthorised access

However, no system is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We retain personal information only for as long as necessary to:

Provide the Services
Meet legal and regulatory requirements
Resolve disputes and enforce agreements

When no longer required, data is securely deleted or anonymised.

9. Your Rights

Under Australian privacy law, you have the right to:

Request access to your personal information
Request correction of inaccurate or outdated information
Withdraw consent where processing is based on consent
Make a privacy complaint

Requests can be made using the contact details below.

10. Cookies and Analytics

TaxWiz may use cookies or similar technologies to:

Remember user preferences
Analyse usage and performance
Improve functionality

You can manage cookies through your browser settings. Disabling cookies may affect some features.

11. Children's Privacy

TaxWiz is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised "Last updated" date.

Continued use of the Services after changes take effect constitutes acceptance of the updated policy.

13. Contact Us

If you have questions, requests, or complaints regarding this Privacy Policy or your personal information, please contact:

TaxWiz

Email: support@taxwiz.com.au

Website: https://www.taxwiz.com.au

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).