Privacy Policy

We use your personal data to provide and improve the service. By using the service, you agree to the collection and use of information in accordance with this privacy policy.

Effective Date: January 01, 2023

1. Introduction

AD TAX, operating under AD Express Services and in partnership with Expert Business and Tax Advisory (EBTA), a registered Australian Tax Agent and CPA Public Practice, provides reliable and client-focused tax services to individuals and businesses. We are committed to protecting your personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth). This Privacy Policy outlines how AD TAX collects, holds, uses, and discloses your personal information.

2. Scope

This policy applies to all personal information collected by AD TAX from clients, employees, contractors, and other individuals. It governs how we manage personal information collected in person, online, via telephone, email, or through our website: https://www.adxps.com.au/taxation.

3. Personal Information We Collect

We may collect the following types of personal information:

Identity Information: Full name, date of birth, gender, Tax File Number (TFN), and identification documents.
Contact Information: Address, phone numbers, and email.
Financial Information: Bank details, income and expense records, investment and superannuation info.
Employment Information: Employer name, occupation, PAYG summaries, salary.
Sensitive Information: Health-related or other sensitive data with consent.
Digital Interaction Information: IP address, cookies, website usage.

4. How We Collect Personal Information

We collect personal information through various means, including:

Directly through consultations, calls, emails, and forms.
From third parties such as employers or banks (with consent).
From government agencies like the ATO.
From public or referral sources with consent.

5. Why We Collect, Use, Hold and Disclose Your Information

We use personal information for:

Tax returns, BAS/IAS preparation and lodgement.
Tax and business advisory services.
Communicating about financial matters.
Legal compliance and internal operations.

We will not use or share your data for other purposes without consent or legal obligation.

6. Disclosure of Personal Information

We may share your information with:

ATO and government authorities.
Financial institutions.
Trusted service providers and consultants.
With your express consent.

All disclosures comply with privacy legislation.

7. Storage and Security

We protect your information through:

Secure digital systems with encryption.
Confidentiality agreements.
Secure data destruction.
Cybersecurity reviews and updates.

8. Access and Correction

You can request access or corrections to your data under APP 12 and 13 by contacting us via the details provided.

9. Complaints and Enquiries

To report concerns or complaints, contact us directly. If unresolved, you may contact the OAIC.

Website: https://www.oaic.gov.au

Phone: 1300 363 992

10. Cross-Border Disclosure

We generally do not send data overseas. If needed (e.g., cloud storage), we comply with APP 8.

11. Anonymity and Pseudonymity

You may engage with us anonymously where lawful, though full identity is needed for tax services.

12. Updates to This Policy

We may revise this policy. The latest version will be at https://www.adxps.com.au/taxation/privacy-policy

13. Contact Us

If you have any questions regarding these privacy polices, please contact us: