Exceptions to the Savings Promise

When we lodge your tax return, the final refund on the tax return will be processed by the ATO (Australian Taxation Office). However in some circumstances you won’t actually get this refund. If this happens under the any of the following reasons then our Savings Promise is not guaranteed and out fees don’t reduce if it isn’t met:

1. You elected for us to deduct our fees from your refund (your refund will be reduced by our fees as per our invoice)
2. You were owing money to the ATO prior to the tax return being lodged – the ATO will take this debt out of your refund
3. You were owing money to the ATO as a result of the tax return being lodged – this can happen if you received government pensions, allowances or other government support during the year and have to pay a portion of that income back, or if you are owing Child Support. In this case the promised amount has been achieved but a new debt arises due to other matters outside of the services we provided.
4. Your refund was adjusted because you didn’t provide some information on your tax return, or you provided information which is incorrect or which you can’t prove. This can happen due to people not disclosing to us their full wage, ABN income, interest or dividend income. It can also happen if you don’t have receipts or other documents required to substantiate your expenses.