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Privacy Policy

Last updated: July 2026. This policy is a working draft pending professional review.

Who we are

ReturnTax ("we", "us") is an Australian online accounting service operated by Shane Burns, registered Tax Agent, ABN 00 000 000 000. We are committed to handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

What we collect

To prepare and lodge tax returns we collect information including:

  • Identity and contact details (name, email, phone, address, date of birth)
  • Tax identifiers (TFN, ABN, ACN) as permitted under the TFN Rule
  • Financial records, including accounting software data you grant us access to
  • Information from the ATO relating to your lodgement history and obligations

How we use it

We use your information solely to provide tax agent and related accounting services: preparing and lodging returns and statements, communicating with the ATO on your behalf, and communicating with you about your engagement. We do not sell your information or use it for third-party marketing.

Storage and security

Your information is stored in reputable, access-controlled cloud systems. Access to your accounting software is view-level where possible and can be revoked by you at any time. Tax records are retained as required by law and destroyed or de-identified when no longer required.

Disclosure

We disclose information to the ATO as required to deliver our services, and otherwise only where you authorise it or the law requires it.

Access and correction

You can request access to, or correction of, the personal information we hold about you by emailing hello@returntax.com.au.

Complaints

If you have a privacy concern, contact us first and we will respond within a reasonable time. You can also contact the Office of the Australian Information Commissioner (oaic.gov.au).