Refund & Cancellation
Policy.
Last updated: August 1, 2026
01. General Principle
Taxonation.ai provides access to an AI-powered research and drafting tool for tax professionals, along with access to its proprietary database. Because the Platform grants immediate digital access to software, AI query credits, and database content upon subscription, all sales are generally final, and fees paid are non-refundable except as expressly set out in this Policy.
02. Free Trial
Where Taxonation offers a free trial period, you may cancel at any time during the trial without being charged. If you do not cancel before the trial period ends, your chosen paid Subscription will automatically begin, and standard billing and refund terms under this Policy will apply.
03. Eligibility for Refund
Refunds may be considered, at Taxonation's sole discretion, only in the following circumstances:
- Duplicate payment: You were inadvertently charged more than once for the same Subscription period due to a technical or payment gateway error.
- Unauthorized charge: A payment was made from your account without your authorization, subject to verification by Taxonation.
- Non-delivery of service: You were charged for a Subscription but were unable to access the Platform at all due to a fault attributable solely to Taxonation, and the issue was not resolved within a reasonable time after being reported.
- Failure to cancel a free trial correctly due to a verified technical error on the Platform, resulting in an unintended charge.
04. Non-Refundable Circumstances
Except as set out in Section 3, the following are not eligible for a refund:
- Change of mind, or a decision to stop using the Platform after a Subscription has been activated.
- Dissatisfaction with AI Output, including perceived inaccuracy, incompleteness, or irrelevance of any AI-generated response, draft, or reply, since all AI Output is provided for professional review and verification and not as a guaranteed or certified outcome.
- Partial use of a billing cycle, including cancellation part-way through a monthly, quarterly, or annual Subscription period.
- Non-use or under-use of the Subscription, including unused AI query credits, document uploads, or feature allowances.
- Downgrade from a higher-tier plan to a lower-tier plan during an active billing cycle.
- Suspension or termination of access due to a User's breach of the End User License Agreement or Terms of Use.
- Charges arising from a User's own failure to cancel an auto-renewing Subscription before the renewal date.
05. Subscription Cancellation
You may cancel your Subscription at any time from your account settings or by contacting our support team. Cancellation will stop future renewal charges but will not, by itself, entitle you to a refund for the current billing period already paid for. Upon cancellation, you will continue to have access to the Platform until the end of the billing period already paid for, after which access will cease.
06. How to Request a Refund
To request a refund under the eligible circumstances described in Section 3, please contact us at info@taxonation.com within 7 days of the disputed charge, along with your registered account details, payment reference or transaction ID, and a description of the issue. Taxonation will review the request and respond within 5-7 business days.
07. Refund Processing
Where a refund is approved, it will be processed to the original mode of payment within 5-7 business days, subject to processing timelines of the relevant bank or payment gateway, which are beyond Taxonation's control. Taxonation shall not be liable for any delay caused by the User's bank, card issuer, or payment provider.
08. Taxes and Deductions
All fees are exclusive of applicable taxes (including GST), which will be charged in addition as per applicable law. Any refund issued will reflect the base amount actually received by Taxonation, net of non-recoverable transaction or gateway charges, where applicable.
09. Changes to this Policy
Taxonation reserves the right to modify this Policy at any time. Changes will be posted on the Platform with an updated "Last updated" date. Continued use of the Platform following such changes constitutes acceptance of the revised Policy.
10. Contact Us
For any questions regarding this Policy or to raise a refund request, please contact us at info@taxonation.com.