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 and Simple Company are available as monthly or yearly paid subscriptions that renew until cancelled. Custom quotes are private customer-bound offers with the plan, billing cadence, workspace cart, and discount shown at checkout. Monthly subscriptions renew every 30 days; yearly subscriptions are prepaid and renew every 12 months.

Yearly billing includes a 20% discount compared with paying the monthly price for 12 months.

Where an affiliate discount code is accepted at checkout, its percentage is applied after the monthly or yearly subscription price is calculated. The initial successful payment is cycle one, and each later successful payment uses at most one additional discount cycle; failed payments use no cycle. A yearly payment therefore uses one cycle, not twelve. Disabling or expiring a code prevents new use but does not remove the snapshotted percentage or remaining cycles from an existing attributed subscription. Codes cannot be added or replaced during a plan change.

A private custom quote code is bound to the customer email and loads the agreed cart. Its discount is applied after monthly or yearly pricing is calculated. Each successful payment uses at most one quoted discount cycle and failed payments use no cycle. Disabling or expiring the code blocks new use but does not rewrite successful payment history or an existing subscription's remaining quoted cycles.

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.

Cancellation stops the next automatic renewal. Access remains available until the end of the current paid monthly or yearly period.

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

You agree not to share, resell, or misuse license keys. We may suspend access for abuse or fraud.