Overview

ALITAX provides professional tax agent services, including DASP (Departing Australia Superannuation Payment) claim management, individual tax return preparation, and related services. All fees charged by ALITAX are for professional services rendered and are separate from any amounts paid or refunded by the Australian Taxation Office or superannuation funds.

Fee Disclosure

ALITAX will always disclose fees before commencing work. You will not be charged for any service without prior agreement. Please refer to our Pricing page for indicative fee schedules.

DASP Services — Refund Policy

We usually refund our professional fee (the fee that we charge for DASP, not the tax return fee) if the client doesn't receive their super, as long as they have provided all the required documents and acted in a timely manner.

Cheque and Bank Restrictions

If the client receives a physical cheque from the superannuation fund and their home country does not accept the cheque, or if their local bank rejects the cheque, this is completely outside of ALITAX's control and will not qualify for a refund.

Tax Return Services — Cancellation Before Lodgement

If you wish to cancel a tax return engagement before lodgement, please notify us as soon as possible. Where substantial work has already been completed on your return, a partial fee may apply to cover the work done to that point. We will advise you of any applicable charge before proceeding.

If you cancel after lodgement, the service has been performed and fees are generally non-refundable. If you believe there has been an error in the work performed, please refer to our Complaints Policy.

Errors and Remediation

If ALITAX has made an error in preparing or lodging your tax return or DASP application, we will take steps to correct the error at no additional charge. Where a fee has been charged for work found to contain an error attributable to ALITAX, we will consider a partial or full refund of the fee on a case-by-case basis.

ATO and Super Fund Refunds

ALITAX's fees are entirely separate from any tax refund or DASP payment you may receive from the ATO or a superannuation fund. ALITAX has no control over ATO or fund decisions, processing times, or refund amounts. We are not responsible for any reduction, delay or non-payment of amounts by the ATO or superannuation funds.

How to Request a Refund

To request a refund of an ALITAX professional service fee, please contact us with:

• Your full name and reference number
• The service for which the fee was charged
• The reason for your refund request

• Email: [email protected]
• Phone: 0422 665 268

We will respond to refund requests within 5 business days.

Disputes

If you are unhappy with the outcome of a refund request, please refer to our Complaints Policy for further options including escalation to the Tax Practitioners Board.