Terms & Conditions
CONTENTS
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About These Terms
This website is owned and operated by Tax NextGen, a trading name of TAX NEXTGEN PTY LTD ABN 62 619 603 011.
Tax agent services are provided by TAX NEXTGEN PTY LTD, registered with the Tax Practitioners Board under registration number 25664246.
By accessing or using this website, booking a consultation, submitting an enquiry, completing a form, uploading documents, making payment, or engaging our services, you agree to these Terms & Conditions.
These Terms apply to your use of our website and our general service process. They do not replace any separate engagement letter, quote, client authority, tax agent declaration, privacy notice, or written service agreement issued to you.
If there is any inconsistency between these Terms and a specific written engagement or quote issued to you, the specific engagement or quote will apply to the extent of the inconsistency.
General Website Information
The information on this website is provided for general information only.
It does not constitute personal tax advice, financial advice, legal advice, migration advice, investment advice, superannuation advice, or loan/mortgage advice.
Tax law changes frequently. While we aim to keep website content current and accurate, we do not guarantee that all information on this website is complete, current, or applicable to your individual circumstances.
Any advice specific to your circumstances will only be provided after we have reviewed your information and accepted you as a client.
You should not rely solely on general website content when making tax, financial, legal, migration, investment or business decisions.
Our Services
Tax NextGen provides Australian tax return preparation, lodgment and related tax support services.
Our Services may include, but are not limited to:
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Individual tax returns;
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Working Holiday Maker tax returns;
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Temporary visa holder tax returns;
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Medicare levy exemption assistance;
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ABN and sole trader tax returns;
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Rental property schedules;
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Capital gains tax reporting;
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Crypto and share investment reporting;
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Tax amendments;
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Prior-year tax returns;
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Tax return document review;
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ATO pre-fill review;
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Electronic signing and lodgment support.
The exact scope of services provided to you will depend on your circumstances, the documents provided, the quote accepted, and the engagement agreed with us.
Unless expressly included in your quote or engagement, our fees do not include responding to ATO audits, reviews, objections, private rulings, debt negotiations, payment arrangement requests, or complex advisory work.
Free Consultation, Quote and No Upfront Fee Before Consultation
The purpose of the free consultation is to:
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Understand your general tax situation;
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Review available information at a high level;
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Provide an initial tax estimate where possible;
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Explain the likely scope of work;
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Provide a service fee quote; and
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Explain the next steps if you wish to proceed
Your initial consultation is free. No tax return preparation fee is payable before we provide you with a quote.
The free consultation does not include:
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Full tax return preparation;
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Detailed technical advice;
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Detailed document review;
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Preparation of tax schedules;
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Tax return finalisation;
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ATO objection or dispute advice;
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Migration, legal or financial advice;
If you choose to proceed after the consultation, the quoted service fee must be paid before we commence preparation of your income tax return, unless we agree otherwise in writing.
We do not prepare or lodge tax returns before the required payment, forms, identity verification and documents are received.
When We Start Preparing Your Tax Return
Tax NextGen will only commence preparation of your tax return once:
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You have accepted the quoted service fee;
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Payment has been received;
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Any required Tax Agent Appointment Form has been completed;
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Identity verification requirements have been satisfied;
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Your Tax File Number, date of birth and other required personal details have been provided;
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All documents and information requested by our team have been provided; and
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Any queries raised by our team have been answered.
If your matter includes complex items such as ABN income, rental property, capital gains, shares, crypto, foreign income, Medicare levy exemption, or visa changes, we may require additional documents before preparing or finalising your return.
Any tax estimate provided during the consultation is preliminary only and may change after we receive and review all relevant information, documents and ATO pre-fill data.
Tax Estimates and Refunds
Your final tax outcome may be affected by factors including:
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ATO pre-fill data;
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Income reported by employers, banks, Centrelink, share registries, brokers, crypto platforms or investment platforms;
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ABN, sole trader or contractor income;
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Rental property income and expenses;
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Capital gains or losses;
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HELP/HECS, SFSS or other repayment obligations;
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Medicare levy or Medicare levy surcharge;
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Spouse income and dependent information;
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Prior-year tax debts or outstanding lodgments;
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Centrelink, child support or other government debts;
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ATO reviews, audits or adjustments;
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Incorrect, incomplete or late information provided by you;
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Changes in law or ATO administrative treatment.
Tax NextGen does not guarantee any refund amount.
The final assessment is issued by the Australian Taxation Office after lodgment.
Any refund may be reduced or offset by the ATO or other government agencies for existing debts, including ATO debts, Centrelink debts, child support debts, HELP/HECS repayments or other obligations.
Tax NextGen is not responsible for refund reductions, offsets, ATO delays, ATO adjustments, or government debt recovery actions.
Fees and Payment
Our fees will be explained to you before we proceed with preparing your tax return.
Payment of the quoted service fee is required before we commence preparation of your tax return, unless we agree otherwise in writing.
Fees paid to Tax NextGen are for professional services provided and are not contingent on receiving a tax refund.
We do not guarantee that you will receive a refund.
We do not deduct our fees from your tax refund unless expressly agreed in writing.
Tax agent fees may be deductible in a future income year, subject to Australian tax law and your individual circumstances.
Additional fees may apply where:
Your return is more complex than initially advised;
You have ABN, rental property, CGT, shares, crypto or foreign income;
Additional schedules are required;
You request changes after work has started;
You request an amendment after lodgment;
You require prior-year returns;
You require Medicare levy exemption assistance;
You require support with ATO reviews, audits, objections or debt matters;
You provide incomplete or incorrect information requiring additional work.
We will advise you where additional fees apply.
Refunds and Cancellations
If you cancel before we commence work, we may provide a refund less any payment processing costs, administrative costs, or other costs already incurred.
Once we have commenced work, including reviewing your information, accessing ATO records, reviewing documents, preparing schedules, preparing your tax return, or communicating with you about your return, fees may be non-refundable to the extent professional work has already been performed.
A refund will not be provided merely because:
Your tax refund estimate changes;
You receive a lower refund than expected;
You have a tax payable amount;
The ATO offsets your refund against government debts;
You change your mind after work has commenced;
You fail to provide required documents;
You decide not to proceed after we have started work;
The ATO delays, reviews or adjusts your return.
Nothing in these Terms limits your rights under Australian Consumer Law or any other applicable law.
Client Responsibilities
You are responsible for providing accurate, complete and timely information.
This includes:
Correct personal details;
Correct Tax File Number and date of birth;
Current contact information;
Correct bank account details;
Income details;
Deduction details;
Receipts and supporting evidence;
Investment income details;
Rental property details;
ABN and sole trader income details;
Crypto, share trading and capital gains information;
Visa and residency information, where relevant;
Spouse and dependent details, where relevant;
Private health insurance information, where relevant;
Medicare levy exemption information, where relevant;
Any information requested by your consultant or our processing team.
You must not provide false, misleading, incomplete or inaccurate information.
We rely on the information you provide when preparing your tax return.
You are responsible for keeping records, receipts and evidence to support income and deduction claims.
If the ATO requests substantiation after lodgment, you may be required to provide supporting documents.
Tax NextGen is not responsible for penalties, interest, amended assessments, reduced refunds, ATO adjustments or other consequences arising from incorrect, incomplete, false or misleading information provided by you.
Tax Agent Appointment Form and Identity Verification
Before we provide tax agent services, new clients may be required to complete a Tax Agent Appointment Form and provide identity verification documents.
This allows us to:
Verify your identity;
Confirm your consent for us to act as your tax agent;
Access your ATO pre-fill information;
Prepare your tax return;
Lodge your tax return with the ATO, where authorised;
Communicate with the ATO where required;
Maintain appropriate records for tax agent compliance purposes.
You may be required to provide documents such as photo identification, TFN, date of birth, address details and other information required for verification.
If you do not provide the required information or identity documents, we may be unable to proceed with your appointment or tax return.
Providing TFN and identity information through our secure online forms helps us match your ATO records correctly and reduce the risk of incorrect lodgment.
Privacy, TFN Information and Confidentiality
We collect and handle personal information, including TFNs, identity documents, contact details, financial information, bank details and tax records, for the purpose of providing tax agent services and related support.
We will take reasonable steps to protect your information and only use or disclose it where required to:
Provide our services;
Verify your identity;
Access ATO information;
Prepare and lodge your tax return;
Communicate with the ATO;
Comply with legal and professional obligations;
Operate our business systems;
Communicate with you about your matter;
Process payments;
Manage document collection and electronic signing.
General processing timeframes are:
Simple individual tax returns: approximately 2–3 business days;
Complex returns involving ABN, rental property, CGT, shares, crypto, Medicare levy exemption, foreign income or other additional schedules: approximately 5 business days from receipt of all required documents.
These timeframes are estimates only.
Processing times may vary during peak tax season, where ATO systems are delayed, where further information is required, or where your matter is more complex than initially advised.
If you do not provide requested information in a timely manner, your return may be delayed.
Phone Consultations, Missed Calls and Rescheduling
Most consultations are conducted by phone.
Your consultant will call you at the scheduled appointment time using the contact number provided at booking.
You are responsible for ensuring that your phone is available, charged, has reception, and is able to receive calls at the scheduled time.
If you miss your scheduled phone consultation, you may receive a reschedule link by SMS or email.
We may reschedule or delay your appointment if:
You are unavailable at the booked time;
Your contact details are incorrect;
Your Tax Agent Appointment Form has not been completed;
Your TFN or identity documents have not been provided;
ATO pre-fill information is not available;
Required documents are missing;
The matter requires documents before we can provide an estimate;
Our consultant is unable to reach you after reasonable attempts.
During peak tax season, appointment availability may be limited.
The free 15-minute consultation is generally offered once per client unless otherwise agreed by Tax NextGen.
By booking a consultation or engaging our services, you consent to receiving service-related communications from us by phone, email, SMS, online forms, document collection links, electronic signing platforms and other business communication systems.
You are responsible for checking your inbox, spam/junk folder, SMS messages and any links sent to you.
You must notify us promptly if your email address, phone number, postal address or other contact details change.
Where you email us about an existing matter, you should include your Job Number so our team can match your enquiry to your file.
We may reschedule or delay your appointment if:
You are unavailable at the booked time;
Your contact details are incorrect;
Your Tax Agent Appointment Form has not been completed;
Your TFN or identity documents have not been provided;
ATO pre-fill information is not available;
Required documents are missing;
The matter requires documents before we can provide an estimate;
Our consultant is unable to reach you after reasonable attempts.
During peak tax season, appointment availability may be limited.
The free 15-minute consultation is generally offered once per client unless otherwise agreed by Tax NextGen.
Once your tax return is prepared, we will send it to you for review and electronic signing.
You must carefully review your tax return before signing.
This includes checking:
Your personal details;
TFN and date of birth;
Bank account details;
Income;
Deductions;
Spouse and dependent details;
Private health insurance information;
Medicare levy information;
HELP/HECS or other repayment information;
Refund or payable estimate.
By electronically signing your tax return, you confirm that:
You have reviewed the tax return;
The information is true and correct to the best of your knowledge;
You have disclosed all relevant income and information;
You have records to support your claims;
You authorise Tax NextGen to lodge the return with the ATO.
We will not lodge your tax return until you have provided the required signed declaration or electronic lodgment authority.
Once a return has been lodged, changes may require an amendment and additional fees may apply.
You are responsible for providing correct bank account details for any tax refund.
You must check your bank account details carefully before signing your tax return.
Once a tax return is lodged, bank details may not be able to be changed through us.
Tax NextGen is not responsible for delays, failed payments, lost refunds or other issues arising from incorrect bank account details provided by you.
If a refund is rejected or redirected due to incorrect bank details, you may need to deal directly with the ATO or your financial institution.
After lodgment, the ATO controls the processing of your tax return.
The ATO processes many electronically lodged individual tax returns within approximately 2 weeks. In our experience, many clients receive refunds within approximately 7–10 business days after lodgment, but this is not guaranteed.
Delays may occur where:
The ATO reviews your return;
The ATO requests further information;
You have outstanding prior-year tax returns;
You have debts with the ATO or other government agencies;
Your refund is offset against other debts;
Identity verification is required;
Bank details are incorrect;
Information does not match ATO records;
ATO systems or processing times are delayed;
Your return includes complex claims or schedules.
Tax NextGen is not responsible for ATO processing delays, ATO reviews, refund offsets, amended assessments, or ATO decisions.
If you later identify missing information, incorrect information, or request changes after lodgment, an amendment may be required.
Additional fees may apply for:
Amending a lodged tax return;
Preparing additional schedules;
Reviewing complex documents;
Responding to ATO reviews or audits;
Preparing Medicare levy exemption applications;
Preparing prior-year returns;
Reviewing ABN, rental, CGT, share or crypto records;
Providing additional written advice;
Assisting with ATO debts, payment plans, objections or disputes.
We will advise you where additional fees apply.
Unless expressly included in your quote, post-lodgment support, ATO audit support, amendment work, objection work and debt negotiation work are not included in the original tax return preparation fee.
Tax NextGen provides tax services only.
Unless expressly agreed in writing, we do not provide:
Migration advice;
Legal advice;
Financial product advice;
Investment advice;
Loan or mortgage advice;
Superannuation financial advice;
Insurance advice;
Centrelink advice;
Employment law advice.
Any information provided in relation to visa status, residency, Medicare levy, superannuation, investments, loans or government obligations is limited to Australian tax return preparation and tax compliance purposes.
You should seek advice from an appropriately licensed professional for migration, legal, financial, investment, superannuation, loan or other non-tax matters.
We may use third-party systems to manage bookings, collect forms, collect documents, process payments, prepare tax returns, obtain electronic signatures and communicate with you.
These may include platforms such as:
Xero Practice Manager;
Zoho;
Online payment platforms;
Secure document collection systems;
Electronic signing tools;
Email and SMS communication tools;
Cloud storage and business administration systems.
By using our services, you consent to us using these systems for service delivery.
We take reasonable steps to use reputable service providers and protect client information. However, no online transmission, communication or storage system can be guaranteed to be completely risk-free.
You should not send sensitive information by unsecured methods unless specifically instructed by our team.
All content on this website, including text, graphics, logos, icons, images, layouts, downloads, guides, checklists and other materials, is owned by or licensed to Tax NextGen unless otherwise stated.
You may view, download or print website content for personal, non-commercial use only.
You must not copy, reproduce, modify, distribute, publish, sell, licence or use our website content for commercial purposes without our prior written consent.
Our website may contain links to external websites, including government websites, ATO resources, third-party booking systems, payment systems or document collection platforms.
These links are provided for convenience only.
Tax NextGen is not responsible for the content, security, accuracy, availability or privacy practices of external websites.
Accessing external links is at your own risk.
To the extent permitted by law, Tax NextGen is not liable for loss, damage, cost, penalty, interest, delay or expense arising from:
Incorrect, incomplete, false or misleading information provided by you;
Failure to provide documents on time;
Failure to keep appropriate records;
ATO delays, reviews, audits, adjustments or amended assessments;
ATO or government debt offsets;
Incorrect bank details provided by you;
Your failure to review the tax return before signing;
Your failure to notify us of changes or errors before lodgment;
Actions taken by third parties, including the ATO or other government agencies;
Issues arising from third-party platforms, email systems, SMS systems, banks or payment providers;
Website errors, interruptions or unavailability;
Unauthorised access caused by factors outside our reasonable control.
Nothing in these Terms excludes, restricts or modifies any rights you may have under Australian Consumer Law or other applicable laws that cannot lawfully be excluded.
Our services come with guarantees that cannot be excluded under Australian Consumer Law.
Nothing in these Terms is intended to exclude, restrict or modify any consumer guarantee, right or remedy you may have under Australian Consumer Law or any other applicable law.
Where we are permitted by law to limit our liability, our liability is limited to the resupply of the services or the cost of having the services supplied again.
If you have a concern about our services, please contact us first so we can review and respond to your concern.
Please include:
Your full name;
Your Job Number, if applicable;
A summary of your concern;
Any relevant documents or correspondence.
We will aim to respond within a reasonable timeframe.
Nothing in this clause prevents you from contacting the ATO, Tax Practitioners Board, Office of the Australian Information Commissioner, Australian Competition and Consumer Commission, or any other relevant regulator where you have a legal right to do so.
We may update these Terms & Conditions from time to time.
The latest version will be available on our website.
Your continued use of our website, booking system, forms, payment links or services after the Terms are updated means you accept the updated Terms.
These Terms are governed by the laws of Victoria, Australia.
You agree that any dispute relating to these Terms, this website, or our services will be subject to the courts and tribunals of Victoria, Australia, unless otherwise required by law.
For questions about these Terms & Conditions, please contact:
Tax NextGen
Legal entity: TAX NEXTGEN PTY LTD
ABN: 62 619 603 011
Registered tax agent: TAX NEXTGEN PTY LTD
TPB registration number: 25664246
Additional fees may apply where:
Your return is more complex than initially advised;
You have ABN, rental property, CGT, shares, crypto or foreign income;
Additional schedules are required;
You request changes after work has started;
You request an amendment after lodgment;
You require prior-year returns;
You require Medicare levy exemption assistance;
You require support with ATO reviews, audits, objections or debt matters;
You provide incomplete or incorrect information requiring additional work.
We will advise you where additional fees apply.
