Terms of Service

Subscription

Tax Tidy offers a 30-day Sole Trader trial that starts in the Windows app. No card required. The trial includes statement import, review, categorisation, reports, GST/BAS summaries, accountant handoff exports, and one Sole Trader workspace.

Sole Trader, Simple Company, and Accountant Package are monthly paid subscriptions that renew until cancelled.

Plan changes keep your current billing cycle in place. Higher-priced changes are charged now with any unused paid time on the prior plan prorated where applicable. Lower-priced changes are scheduled for your next renewal.

License key and activation

License keys are single-use and bind to one active device when redeemed. The desktop app handles activation. Contact support to reset a device if required.

Tax, legal, and financial advice

Tax Tidy helps organise records and prepare summaries. It does not provide tax, legal, or financial advice, and it does not lodge BAS for you.

Offline grace

Tax Tidy provides a 14-day offline grace window after the last successful check-in. After this period, the app will require an internet connection to validate the subscription.

Refunds

Refund requests are reviewed on a case-by-case basis. Contact support within 14 days of purchase with your order ID.

Plan decreases are scheduled for your next renewal rather than refunded during the current paid period.

Acceptable use