1. About This Service
Homepedia Tax Assistant is an AI-powered tool designed to help you organise and submit documents for Australian tax return preparation. This service is provided by Homepedia Pty Ltd, a registered tax agent with the Tax Practitioners Board (TPB) of Australia.
2. Not Professional Advice
This AI assistant provides general information based on publicly available ATO guidelines. It does not provide personal tax advice, legal advice, financial planning, or investment recommendations. All tax assessments and lodgements are reviewed and finalised by our qualified human accountants.
3. AI Limitations
This assistant is powered by artificial intelligence and is continuously improving. While it aims to be helpful and accurate, it may occasionally make errors or provide incomplete information. All information collected will be verified by our professional team before any tax return is lodged.
4. Data Collection & Usage
Information you provide (including personal details, financial data, and uploaded documents) is used solely for the purpose of preparing your tax return and related services. Your data is handled by authorised Homepedia team members only and is not shared with unrelated third parties.
5. Privacy & Security
Homepedia complies with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). Sensitive information such as your Tax File Number (TFN) is transmitted and stored using encryption. You may request access to, correction of, or deletion of your personal information at any time by contacting our team.
6. Identity Verification
For security and compliance purposes, identity verification (100-point ID check) will be conducted separately by our team through a secure process. You will never be asked to upload identity documents (such as passports or driver licences) through this chat interface.
7. Record Retention
In accordance with Australian tax law, we may retain your records for up to 5 years after the relevant tax return is lodged. You are also advised to keep your own copies of all tax records for at least 5 years.
8. Limitation of Liability
Homepedia endeavours to provide accurate and timely services but does not guarantee any particular tax outcome, refund amount, or processing timeframe. The ultimate legal responsibility for the accuracy of a tax return rests with the taxpayer.