Last updated: 28 October 2026

TechEdge Accounting handles personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains what we collect, why we collect it, and how you can access or correct it.

What we collect

We collect the personal information we need to provide our services. This may include your name, phone number, email address and postal address; business details such as ABN and entity structure; financial, accounting and payroll records you give us; and, for tax work, your date of birth, tax file number, bank account for refunds, details of your income, deductions, investments and rental properties, and the documents and photos you upload. We also keep the details you send us through our website forms.

Why we collect it

We use your information to respond to your enquiries, quote and provide outsourced finance and tax services, prepare and lodge returns, meet our professional and legal obligations, and keep in touch with you about your engagement.

Who we share it with

We share personal information only where it is needed to deliver our services or where the law requires it. This can include the Australian Taxation Office and other government agencies; Easy Tax Solutions for tax returns (see below); and the service providers we use to store and process your records, such as Xero, BGL360, Google and, only with your consent, Anthropic. We do not sell, rent or trade your personal information.

Tax returns and Easy Tax Solutions

We prepare individual tax returns in conjunction with Easy Tax Solutions (ABFABS Pty Ltd), registered tax agent 70473005. Easy Tax Solutions reviews and lodges your return with the ATO, so the information and documents you give us for your return are shared with them for that purpose. TechEdge Accounting is not a registered tax agent.

Your tax file number

You do not have to give us your tax file number (TFN), but without it your return cannot be lodged. We only use your TFN for your tax affairs, as the Privacy (Tax File Number) Rule 2015 allows, and we never include it in emails.

Where your information is stored

When you start your tax return online, your answers and documents are stored in a private, access-controlled Google Drive folder that only TechEdge Accounting can open. Google may store this data on servers outside Australia, including in the United States. We take reasonable steps under APP 8 to make sure overseas providers handle your information in line with the APPs. Your progress is also saved on your own device so you can come back to it; you can clear this by clearing your browser data.

How we use artificial intelligence (AI)

If you agree, we use an AI tool to help read the documents you upload. The tool is Claude, provided by Anthropic. It reads a receipt or statement and notes details such as the date, the amount, who issued it and what it may relate to.

It is your choice. We only send your documents to the AI tool if you tick the AI consent box. If you do not, a person reads every document instead, and our service and fee do not change.

A person checks everything. The AI only makes suggestions. A person at TechEdge Accounting checks every suggestion, and Easy Tax Solutions, as the registered tax agent, reviews your return before it is lodged. No decision about your return is made by AI alone.

Overseas processing. Anthropic processes data outside Australia, including in the United States. We use Anthropic’s commercial service, which does not use your data to train its models.

What is not sent. We do not send the TFN or bank details you type into our form to the AI tool. If a document you upload shows them, such as an income statement, the AI tool may see them while reading that document.

You can withdraw your AI consent at any time by emailing info@techedgeaccounting.com.au.

Automated decisions

We do not use computer programs to make decisions about you that could significantly affect your rights or interests without a person being involved. Our online form shows questions based on your answers (for example, questions for your occupation), and AI may suggest how a document could be used, but a person makes every decision about what goes in your tax return.

How we protect it

We store information in secure, access-controlled systems and take reasonable steps to protect it from misuse, interference, loss, and unauthorised access, change or disclosure.

How long we keep it

We keep tax return information and documents for at least 5 years after your return is lodged, because the law requires tax records to be kept. Some records, such as those for rental properties or assets you still own, may need to be kept longer. Other records are kept only for as long as we need them for our services or as required by law. After that we securely delete them.

Unfinished forms

If you start our online tax return form but do not finish it, we may contact you once to see if you need help. We delete unfinished forms that have not been touched for 12 months.

Accessing and correcting your information

You can ask to see the personal information we hold about you, or ask us to correct it, by emailing info@techedgeaccounting.com.au or calling 0468 634 973. We will respond within a reasonable time, usually within 30 days.

Complaints

If you have a concern about how we have handled your personal information, please contact us first at info@techedgeaccounting.com.au so we can try to resolve it. If you are not satisfied with our response, you can complain to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

TechEdge Accounting, 47-49 Robinson Road, Hawthorn VIC 3122. Phone 0468 634 973. Email info@techedgeaccounting.com.au.