Privacy Policy

Taxsight Pvt Ltd
ABN: 35 650 941 870
Address: Suite 709, Level 7, 97–99 Bathurst Street, Sydney NSW 2000, Australia
Last updated: 28 July 2026

1. About this Privacy Policy

Taxsight Pty Ltd (“Taxsight”, “we”, “us” or “our”) respects your privacy and is committed to protecting the personal information entrusted to us.

This Privacy Policy explains how we collect, hold, use, disclose, protect and otherwise manage personal information when providing accounting, taxation, bookkeeping, advisory and related professional services.

We manage personal information in accordance with applicable Australian privacy laws, including:

• the Privacy Act 1988 (Cth);
• the Australian Privacy Principles (APPs);
• the Privacy (Tax File Number) Rule 2015;
• the Notifiable Data Breaches scheme; and
• other Australian laws and professional obligations applying to our services.

The Australian Privacy Principles require covered organisations to maintain a clearly expressed and up-to-date privacy policy explaining their personal-information practices. OAIC – Australian Privacy Principle 1

This Privacy Policy applies to clients, prospective clients, website visitors, suppliers, contractors, business contacts and other people whose personal information we handle. Different rules may apply to employee records where the employee-record exemption under the Privacy Act is applicable.

2. Meaning of Personal Information

“Personal information” means information or an opinion about an identified individual or an individual who is reasonably identifiable. This applies whether the information is true or not and whether it is recorded in material form or not.

“Sensitive information” is a category of personal information that receives additional protection under Australian privacy law. It can include information about a person’s health, racial or ethnic origin, religious beliefs, political opinions, professional or trade-union memberships, sexual orientation, criminal record or biometric information.

Tax file numbers and some financial and identity information also require particularly careful handling.

3. Personal Information We May Collect

The personal information we collect depends on your relationship with Taxsight and the services you request. It may include:

• name, title, date of birth and contact details;
• residential, postal and business addresses;
• email address and telephone number;
• identity-verification information and copies of identification documents;
• Australian Business Number, Australian Company Number and other business identifiers;
• Tax File Number;
• bank-account and payment details;
• income, expense, asset, liability and investment information;
• taxation, superannuation, payroll and employment information;
• accounting records, invoices, receipts and transaction records;
• financial statements, tax returns and supporting documents;
• company, trust, partnership and self-managed superannuation fund information;
• information about directors, shareholders, trustees, beneficiaries, employees and associated persons;
• family or relationship information relevant to your taxation or financial affairs;
• professional qualifications, memberships and accreditations;
• information relating to enquiries, complaints or service requests;
• correspondence, meeting notes and instructions provided to us;
• information necessary to comply with identity-verification, fraud-prevention, taxation or other legal requirements;
• website and technical information, such as IP address, device type, browser information, cookie identifiers and website activity; and
• any other information reasonably necessary to provide our services or conduct our business.

We will only collect sensitive information where you consent, where it is reasonably necessary for our functions or services, or where collection is otherwise authorised or required by law.

4. How We Collect Personal Information

We generally collect personal information directly from you, including when you:

• contact us by telephone, email, website form or in person;
• request a consultation, quotation or professional service;
• engage us to provide accounting, tax, bookkeeping or advisory services;
• provide information through a client portal or document-sharing platform;
• complete an application, questionnaire, declaration or authority;
• communicate with our employees, representatives or contractors;
• subscribe to a newsletter or marketing communication;
• attend a meeting, webinar or event; or
• apply for employment or a contracting opportunity.

We may also collect information from third parties where it is lawful and appropriate, including:

• your authorised representatives;
• accountants, lawyers, financial advisers, auditors and other professional advisers;
• employers, banks, financial institutions and superannuation funds;
• the Australian Taxation Office and other government agencies;
• ASIC and publicly available registers;
• accounting, payroll and financial-software providers;
• referral partners;
• credit-reporting or identity-verification providers, where applicable;
• publicly available websites and professional directories; and
• other persons or organisations where you have consented or where collection is permitted by law.

If you provide personal information about another person, you must be authorised to do so. Where appropriate, you should inform that person that their information has been provided to us and direct them to this Privacy Policy.

5. If You Do Not Provide the Requested Information

You are not always required to provide personal information to us. However, we may be unable to provide some or all of our services if we do not receive information that is necessary to:

• confirm your identity;
• understand your circumstances;
• prepare accurate accounts, reports or returns;
• meet our legal and professional obligations; or
• properly perform the services you request.

6. Anonymity and Pseudonyms

You may deal with us anonymously or using a pseudonym where it is lawful and practicable.

However, this will generally not be practicable when we provide accounting, taxation, compliance or other professional services because we ordinarily need to verify your identity and obtain accurate information about your financial and taxation affairs.

7. Unsolicited Personal Information

We may occasionally receive personal information that we did not request.

Where this occurs, we will determine whether we could have lawfully collected the information. If we could not have collected it and we are not legally required to retain it, we will take reasonable steps to destroy or de-identify it.

8. Why We Collect, Hold, Use and Disclose Information

We may collect, hold, use and disclose personal information to:

• respond to enquiries and provide quotations;
• establish and manage our client relationships;
• verify identity and authority;
• provide accounting, taxation, bookkeeping, payroll, compliance, advisory and related services;
• prepare and lodge documents, reports, statements and returns;
• communicate with the Australian Taxation Office, ASIC and other government bodies where authorised;
• communicate with your professional advisers and authorised representatives;
• process invoices and payments;
• manage our business, records, quality-control processes and professional obligations;
• maintain and improve our services, systems and website;
• manage complaints and disputes;
• detect, prevent and respond to fraud, cyber incidents and unlawful conduct;
• meet taxation, recordkeeping, regulatory, insurance and professional-indemnity requirements;
• undertake audits, risk management and internal compliance activities;
• recover outstanding amounts;
• send service updates, newsletters and marketing communications where permitted;
• assess employment and contracting applications; and
• comply with Australian laws, court orders and lawful requests from regulators or government authorities.

We will generally use or disclose personal information for the primary purpose for which it was collected. We may also use or disclose it for a related secondary purpose that you would reasonably expect, with your consent, or where otherwise authorised or required by law.

9. Tax File Number Information

We may collect Tax File Number information when it is necessary to provide taxation, superannuation or related services.

We handle Tax File Number information in accordance with the Privacy (Tax File Number) Rule 2015. We only collect, use and disclose such information for purposes permitted by taxation, personal-assistance or superannuation law.

Providing a Tax File Number is not always legally compulsory. However, failure to provide it may affect our ability to provide certain services or may result in taxation or superannuation consequences.

We apply appropriate security controls to Tax File Number information and will securely destroy or permanently de-identify it when it is no longer legally required or reasonably necessary. OAIC – Protection of Tax File Number information

10. Disclosure of Personal Information

We may disclose personal information to:

• our employees, authorised representatives and contractors;
• accountants, auditors, lawyers and other professional advisers;
• the Australian Taxation Office, ASIC, the Tax Practitioners Board and other government or regulatory bodies;
• banks, financial institutions and superannuation funds;
• software, cloud-storage, IT support, cybersecurity and data-hosting providers;
• accounting, bookkeeping, tax, payroll and practice-management platform providers;
• electronic-signature, document-management and client-portal providers;
• payment-processing and debt-recovery providers;
• identity-verification and fraud-prevention providers;
• insurers and professional-indemnity advisers;
• mailing, communications, analytics and marketing service providers;
• external consultants or service providers assisting us to deliver your work;
• another adviser or organisation nominated or authorised by you;
• a purchaser or adviser involved in a proposed business sale, restructuring or transfer, subject to appropriate confidentiality arrangements; and
• any other person where you consent or disclosure is authorised or required by law.

We do not sell personal information.

Where we engage service providers, we take reasonable steps appropriate to the circumstances to ensure that personal information is handled securely and only for authorised purposes.

11. Overseas Disclosure and Cloud Services

Taxsight provides services to Australian clients and does not use offshore employees, contractors or outsourced personnel to process client work.

We do not ordinarily disclose personal information to overseas recipients. However, some technology, software or cloud-service providers may store or process information outside Australia, depending on their infrastructure and service arrangements.

Where personal information may be disclosed to an overseas recipient, Taxsight will comply with the Privacy Act 1988 (Cth) and take reasonable steps to ensure the recipient handles the information consistently with the Australian Privacy Principles, unless an exception applies.

We periodically review our technology providers and data-storage arrangements. If our overseas-disclosure practices change, we will update this Privacy Policy and, where practicable, identify the relevant countries.

Also amend Section 1 to say:

Taxsight is an Australian-operated firm providing accounting, taxation, bookkeeping, advisory and related professional services to clients throughout Australia.

Important distinction: having only Australian clients does not necessarily mean all data remains in Australia. Microsoft 365, Xero, MYOB, practice-management platforms and website services may use overseas infrastructure. The wording above accurately confirms that Taxsight uses no offshore personnel without making an unverified claim that data never leaves Australia.

12. Direct Marketing

Where permitted by law, we may use contact information to send information about Taxsight’s services, taxation updates, events and other content that may be relevant to you.

Our electronic marketing communications will provide a way to unsubscribe. You may opt out at any time by:

• using the unsubscribe function included in the communication; or
• contacting us using the details at the end of this policy.

We will process an opt-out request within a reasonable period. Opting out of marketing will not prevent us from sending communications necessary to provide your services or manage our relationship with you.

We conduct direct marketing in accordance with applicable requirements, including APP 7, the Spam Act 2003 (Cth) and the Do Not Call Register Act 2006 (Cth). OAIC – Direct marketing under APP 7

13. Website Analytics and Cookies

Our website may use cookies and similar technologies to:

• operate website functions;
• remember user preferences;
• understand how visitors use the website;
• measure website and campaign performance;
• maintain security and prevent misuse; and
• improve website content and user experience.

A cookie is a small data file stored on your device. You can usually configure your browser to reject or delete cookies. Disabling some cookies may affect how parts of the website operate.

We may use third-party analytics or advertising services. Those providers may collect technical information in accordance with their own privacy policies.

14. External Links

Our website may contain links to external websites operated by third parties.

Taxsight is not responsible for the privacy, security or content practices of third-party websites. We recommend reviewing the privacy policy of a third-party website before providing personal information.

15. Storage and Security

We may hold personal information electronically or in physical records at our premises, through secure cloud or software providers, within client portals and in approved off-site storage facilities.

We take reasonable technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure. Depending on the circumstances, these measures may include:

• access controls and role-based permissions;
• password and multi-factor authentication requirements;
• encryption and secure transmission methods;
• secure client portals and document-sharing systems;
• network, endpoint and cybersecurity protections;
• backups and recovery procedures;
• physical security for premises and records;
• staff confidentiality obligations and privacy training;
• service-provider assessments and contractual protections;
• monitoring, incident-response and data-breach procedures; and
• secure destruction or de-identification processes.

No electronic transmission or storage system is completely secure. You should use care when sending sensitive information electronically and notify us promptly if you believe your information or account has been compromised.

APP 11 requires reasonable technical and organisational measures to protect personal information and to destroy or de-identify it when it is no longer needed, unless retention is legally required. OAIC – Security of personal information

16. Data Retention

We retain personal information for as long as reasonably necessary to:

• provide services and manage our relationship with you;
• meet taxation, accounting and professional recordkeeping requirements;
• comply with legal, regulatory, insurance and contractual obligations;
• manage disputes, complaints or potential legal claims; and
• protect our legitimate business interests.

Retention periods vary according to the type of record and applicable law.

When personal information is no longer required for a permitted purpose and is not required to be retained under Australian law or a court or tribunal order, we take reasonable steps to securely destroy it or permanently de-identify it.

17. Data Breaches

Taxsight maintains procedures for assessing and responding to suspected data breaches.

A data breach may occur where personal information is lost or subjected to unauthorised access or disclosure. If we become aware of a suspected breach, we will take reasonable steps to contain it and assess the likely consequences.

Where a breach is an “eligible data breach” under the Privacy Act, we will notify affected individuals and the Office of the Australian Information Commissioner as required by the Notifiable Data Breaches scheme. OAIC – Notifiable Data Breaches scheme

18. Accessing Your Personal Information

You may request access to personal information that we hold about you.

To protect your privacy, we may need to verify your identity and authority before providing access. We will respond within a reasonable period and, where practicable, provide access in the form requested.

We do not charge for making an access request. Where permitted, we may charge reasonable costs for providing access, such as retrieving archived records or producing copies. We will inform you of any proposed charge before proceeding.

In circumstances permitted by law, we may refuse access or provide limited access. If we do so, we will generally provide written reasons and information about available complaint mechanisms, unless the law allows otherwise.

19. Correcting Your Personal Information

We take reasonable steps to ensure that personal information used or disclosed by us is accurate, up to date, complete and relevant.

You may ask us to correct information that you believe is inaccurate, out of date, incomplete, irrelevant or misleading.

We will respond within a reasonable period. If we refuse to make a requested correction, we will generally explain why and advise you about available complaint options. You may also ask us to associate a statement with the information recording your view that it is inaccurate.

OAIC – Correcting personal information

20. Privacy Enquiries and Complaints

If you have a question, would like to access or correct your information, or believe Taxsight has breached your privacy rights, please contact our Privacy Officer:

Privacy Officer
Taxsight Pty Ltd
Suite 709, Level 7
97–99 Bathurst Street
Sydney NSW 2000
Australia

Email: info@taxsight.com.au
Telephone: +0447 799 887

Please provide sufficient information for us to understand and investigate your concern. We may contact you for further details or to verify your identity.

We will acknowledge and investigate privacy complaints and aim to provide a response within 30 days. If additional time is required, we will explain the reason and provide an expected response date.

21. Complaints to the OAIC

We encourage you to raise your concern with Taxsight first so that we have an opportunity to resolve it.

If you are dissatisfied with our response, you may be entitled to lodge a complaint with the Office of the Australian Information Commissioner.

Office of the Australian Information Commissioner
GPO Box 5288
Sydney NSW 2001
Australia

Telephone: 1300 363 992
Website: www.oaic.gov.au
Online enquiry: Available through the OAIC website

22. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes to our practices, technology, services or legal obligations.

The current version will be published on our website and will show the date it was last updated. We recommend reviewing the policy periodically.

Material changes may also be communicated through our website or other appropriate channels.