License Agreement 

Last updated on September 23, 2024

The TaxSlayer software is provided to you by TaxSlayer LLC (“TaxSlayer”, “we”, “our”, “us”). This License Agreement (“Agreement”) applies to the software made available to you via our website (TaxSlayer.com) ("Site") for tax return preparation and, if selected, TaxSlayer's electronic filing services and ancillary services including IRS Audit Defense and Audit Assistance (collectively, the “Services”), and all related sites, players, widgets, tools, applications, data, software, application programmatic interfaces (APIs), and other services (collectively the “Platform”).

This License Agreement applies to users of our Platform (“you”, “your”, “user”). You may not use the Platform until you have read and accepted this Agreement in the Platform. If you do not accept this Agreement, you should terminate your use of the Platform immediately. By accessing or using the Platform, you also agree to be bound by our Terms of Service and Privacy Policy, which are incorporated by reference herein and as may be amended from time to time.

1. SCOPE OF LICENSE

Subject to our Terms of Service and your payment of any required fees (if applicable), TaxSlayer grants you a limited, revocable, non-exclusive, non-transferable, non-sublicenseable license to use the Platform to the extent permitted by its intended functionality for your own individual, personal, non-commercial purposes and not for the sublicense to or use by third parties. Specifically, you are granted a license to prepare a single, valid tax return and, after proper registration and any applicable payment, to electronically file such tax return.

You may only access and/or use the Platform through official published sites, services, applications, or methods that TaxSlayer or our licensed partners make available to you. Any access or use of our Platform through an application, site, service, or method provided by a party other than TaxSlayer or one of our licensed partners is strictly prohibited, outside the scope of the license granted herein, and may subject your account to termination and other legal action. Any other use not authorized herein, or by TaxSlayer in writing, is strictly prohibited and a violation of this Agreement.

The terms of this Agreement will govern any content, materials, or services accessible from or purchased within the Platform as well as upgrades provided by TaxSlayer that replace or supplement the original Platform, unless such upgrade is accompanied by a separate license agreement.

You agree that TaxSlayer is not acting as your agent or fiduciary in connection with your use of the Platform or any External Services (see Section 5 below). You may not use the Platform to prepare tax returns, schedules, or worksheets on a professional basis (i.e., for a preparer's or other fee). TaxSlayer shall have no responsibility or liability for damages or claims relating to any use of the Platform on a professional basis (i.e., for a preparer’s or other fee for tax preparation services), and you agree to indemnify TaxSlayer against any claims relating to such use.

Other than the limited license granted to you in this Agreement, TaxSlayer reserves all patent, copyright, trade secret, trade name, trademark, and other proprietary rights related to the Platform.

2. RESTRICTIONS

Except as otherwise specifically permitted in this Agreement, you shall not: (a) modify, download, intercept, or create any derivative works of the Platform, including any translations or localizations thereof; (b) access or use the Platform through an Platform or means not authorized by TaxSlayer; (c) copy, store, edit, change, exploit, download, modify, prepare any derivative work of, or alter in any way any of the content made available through the Platform; (d) license, sell, rent, lease, encumber, transfer, assign, distribute, disclose, post, make available, permit time-sharing or simultaneous use of, or otherwise exploit the Platform to or for the benefit of any third party; (e) distribute or make the Platform available over a network where it could be used by multiple devices at the same time(e); (f) reverse-engineer, decompile, disassemble, or otherwise attempt to derive the source code, algorithms, underlying ideas, or structure or organization of the Platform; (g) remove or alter any trademark, logo, copyright or other proprietary notices, legends, symbols, or labels on the Platform; (h) publish or provide any results of any Platform, in whole or in part, aggregated or otherwise, to a third party without the prior written consent of TaxSlayer; (i) provide your username and password used to access the Platform to any third party for any purpose other than protection or encryption of account credentials; (j) use any systems or means, automated or otherwise, to access, acquire, copy, scrape, spider, harvest, or monitor any part of the Platform; (k) circumvent any technological measures employed by or on behalf of TaxSlayer to protect the Platform; (l) use any other technologies or initiate any other activities that may harm the Platform, or the interests or property of TaxSlayer or other users of the Platform; or (m) aid or encourage any third party to engage in any activity that would constitute a breach of this Agreement.

You agree that you will not use the Platform in any manner that could damage, disable, overburden or impair the Platform or interfere with any other party’s use and enjoyment of the Platform. You will not use the Platform to violate any applicable law, rule or regulation and you will not encourage or enable others to violate any applicable law, rule, or regulation. While using the Platform, you will not: inflict emotional distress on others, humiliate, assault, or threaten others, impersonate others or misrepresent your affiliation, stalk, harass or harm another individual, collect or store personal data about other users, spam or send unsolicited communications to others, or otherwise participate in activity that may result in liability of any kind.

You agree to review your tax return data for indications of obvious errors prior to transmitting that data to your return preparer. You are responsible for acquiring and maintaining all equipment, computers, software, and communications services (such as cellular data charges) relating to the access and use of the Platform, and for all related expenses and applicable taxes.

3. CONSENT TO USE OF DATA

You agree that TaxSlayer may collect and use technical data and related information—including but not limited to technical information about your device, system and Platform software, and peripherals—that is gathered periodically to facilitate the provision of software updates, product support, and other services to you (if any) related to the Platform. We may use this information to improve our products or to provide services or technologies to you.

By downloading or otherwise accessing the software, you also agree to the collection, use, and sharing of your data in accordance with our Terms of Service and Privacy Policy, as may be amended from time to time..

You agree that TaxSlayer is permitted to access and use any tax return and other information provided by you in order to perform the Services and, if necessary, to access such information to obtain contact information in order to provide notifications relating to the Services to you.

4. MODIFICATION, REVOCATION, OR TERMINATION OF LICENSE 

Each software version shall generally be available for three years after its release date. The Customer’s access to the Platform and this License terminates upon the expiration of the software version, unless earlier terminated by either party.

TaxSlayer may revoke and/or terminate the foregoing license with respect to any aspect of the Platform at any time, for any or no reason. Your rights under this Agreement will terminate automatically if you fail to comply with any of its terms.

ANY USE OF THE PLATFORM NOT SPECIFICALLY PERMITTED UNDER THIS AGREEMENT IS STRICTLY PROHIBITED.

In addition, TaxSlayer reserves the right, at any time, to change the terms of this Agreement by publishing notice of such changes on its Site. Any use of the Platform by you after TaxSlayer's publication of any such changes shall constitute your acceptance of this Agreement as modified.

5. EXTERNAL SERVICES

The Platform may enable access to certain third-party services and websites (collectively and individually, “External Services”). You agree to use the External Services at your sole risk. TaxSlayer is not responsible for examining or evaluating the content or accuracy of any third-party External Services, and shall not be liable for any such third-party External Services. Data displayed by any Platform or External Service, including but not limited to financial information, is for general informational purposes only and is not guaranteed by TaxSlayer or its agents. You will not use the External Services in any manner that is inconsistent with the terms of this Agreement or that infringes the intellectual property rights of TaxSlayer or any third party. You agree not to use the External Services to harass, abuse, stalk, threaten or defame any person or entity, and that TaxSlayer is not responsible for any such use. External Services may not be available in all languages or in your country, and may not be appropriate or available for use in any particular location. To the extent you choose to use such External Services, you are solely responsible for compliance with any applicable laws. TaxSlayer reserves the right to change, suspend, remove, disable, or impose access restrictions or limits on any External Services at any time without notice or liability to you.

6. NO WARRANTY

YOU EXPRESSLY ACKNOWLEDGE AND AGREE THAT USE OF THE LICENSED PLATFORM IS AT YOUR SOLE RISK. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, THE LICENSED PLATFORM AND ANY SERVICES PERFORMED OR PROVIDED BY THE LICENSED PLATFORM ARE PROVIDED “AS IS” AND “AS AVAILABLE,” WITH ALL FAULTS AND WITHOUT WARRANTY OF ANY KIND, AND TAXSLAYER HEREBY DISCLAIMS ALL WARRANTIES AND CONDITIONS WITH RESPECT TO THE LICENSED PLATFORM AND ANY SERVICES, EITHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES AND/OR CONDITIONS OF MERCHANTABILITY, OF SATISFACTORY QUALITY, OF FITNESS FOR A PARTICULAR PURPOSE, OF ACCURACY, OF QUIET ENJOYMENT, AND OF NON-INFRINGEMENT OF THIRD-PARTY RIGHTS. NO ORAL OR WRITTEN INFORMATION OR ADVICE GIVEN BY LICENSOR OR ITS AUTHORIZED REPRESENTATIVE SHALL CREATE A WARRANTY. SHOULD THE LICENSED PLATFORM OR SERVICES PROVE DEFECTIVE, YOU ASSUME THE ENTIRE COST OF ALL NECESSARY SERVICING, REPAIR, OR CORRECTION. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES OR LIMITATIONS ON APPLICABLE STATUTORY RIGHTS OF A CONSUMER, SO THE ABOVE EXCLUSION AND LIMITATIONS MAY NOT APPLY TO YOU.

7. LIMITATION OF LIABILITY

TO THE EXTENT NOT PROHIBITED BY LAW, IN NO EVENT SHALL LICENSOR BE LIABLE FOR PERSONAL INJURY OR ANY INCIDENTAL, SPECIAL, INDIRECT, OR CONSEQUENTIAL DAMAGES WHATSOEVER, INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, LOSS OF DATA, BUSINESS INTERRUPTION, OR ANY OTHER COMMERCIAL DAMAGES OR LOSSES, ARISING OUT OF OR RELATED TO YOUR USE OF OR INABILITY TO USE THE LICENSED PLATFORM, HOWEVER CAUSED, REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, OR OTHERWISE) AND EVEN IF LICENSOR HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OF LIABILITY FOR PERSONAL INJURY, OR OF INCIDENTAL OR CONSEQUENTIAL DAMAGES, SO THIS LIMITATION MAY NOT APPLY TO YOU. IN NO EVENT SHALL LICENSOR’S TOTAL LIABILITY TO YOU FOR ALL DAMAGES (OTHER THAN AS MAY BE REQUIRED BY APPLICABLE LAW IN CASES INVOLVING PERSONAL INJURY) EXCEED THE GREATER OF THE AMOUNT OF FIFTY DOLLARS ($50.00) OR THE PURCHASE PRICE YOU PAID FOR THE SOFTWARE. THE FOREGOING LIMITATIONS WILL APPLY EVEN IF THE ABOVE STATED REMEDY FAILS OF ITS ESSENTIAL PURPOSE.

8. EXPORT/RE-EXPORT

You may not use or otherwise export or re-export the Platform except as authorized by United States law and the laws of the jurisdiction in which the Platform was obtained. In particular, but without limitation, the Platform may not be exported or re-exported (a) into any U.S.-embargoed countries or (b) to anyone on the U.S. Treasury Department's Specially Designated Nationals List or the U.S. Department of Commerce Denied Persons List or Entity List. By using the Platform, you represent and warrant that you are not located in any such country or on any such list. You also agree that you will not use the Platform for any purposes prohibited by United States law, including, without limitation, the development, design, manufacture, or production of nuclear, missile, or chemical or biological weapons.

9. COMMERCIAL ITEMS

The Platform and related documentation are “Commercial Items”, as that term is defined at 48 C.F.R. §2.101, consisting of “Commercial Computer Software” and “Commercial Computer Software Documentation”, as such terms are used in 48 C.F.R. §12.212 or 48 C.F.R. §227.7202, as applicable. Consistent with 48 C.F.R. §12.212 or 48 C.F.R. §227.7202-1 through 227.7202-4, as applicable, the Commercial Computer Software and Commercial Computer Software Documentation are being licensed to U.S. Government end users (a) only as Commercial Items and (b) with only those rights as are granted to all other end users pursuant to the terms and conditions herein.

10. GOVERNING LAW; ARBITRATION OF DISPUTES

Any claim, controversy, or dispute arising out of or in connection with this License Agreement shall be subject to the Governing Law and Disputes section of our Terms of Service.

11. QUESTIONS REGARDING THIS AGREEMENT

If you have any questions regarding this Agreement, you may contact us at support@taxslayer.com or via First Class Registered U.S. mail, overnight courier, or personal service to TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901.

Privacy Policy

YOUR PRIVACY IS A PRIORITY TO US

At TaxSlayer, we are committed to safeguarding customer information collected through our products and services, including via our website (taxslayer.com) (“Site”) and mobile application (collectively, the “Platform”). This Privacy Policy is provided for website visitors and users of our products and services (“you”). As a financial services and technology company, TaxSlayer LLC (“TaxSlayer”, “we”, and “us”) provides these guidelines to explain what information we may gather about you and how we may share it. This Privacy Policy explains TaxSlayer’s collection, use, retention, and security of information about you. It also describes your choices regarding use, access, and correction of your personal information.

Since your privacy is a priority to us, TaxSlayer will not share nonpublic information about you with third parties outside of the TaxSlayer corporate family without your consent, except as required by law or otherwise explained in this Privacy Policy.

Please read this Privacy Policy carefully before using our Platform. By accessing or otherwise using any portion of the Platform, you represent that you have all the applicable rights and authority to grant TaxSlayer the rights granted herein, and you have read, understood, and agree to be bound by this Privacy Policy. You expressly represent and warrant that you are agreeing to this Privacy Policy individually, and for and on behalf of the benefit of your spouse and dependents, and that your spouse and dependents intend to be bound to this Privacy Policy. If you are not willing to be bound by the terms of this Privacy Policy, you may not access or otherwise use any portion of the Platform.

SCOPE OF THIS PRIVACY POLICY

As a U.S. based company offering products related to the preparation of U.S. federal and state tax returns, TaxSlayer does not market to nor target subjects of other countries including those in the European Economic Area. In addition, as a provider of tax preparation software, TaxSlayer may be considered an exempt financial institution (or some of the data that TaxSlayer collects may be exempt) under certain U.S. state privacy laws. While the General Data Protection Regulation (GDPR) and various data privacy laws do not apply to TaxSlayer, we strive to meet all rules and regulations relating to data protection and security promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit for more information) and the Gramm-Leach-Bliley Act ("GLBA"). 

Our Privacy Policy does not apply where TaxSlayer processes your information in our role as a service provider or data processor on behalf of a customer or entity that acts as the data controller (for example, customers of our professional tax software products or companies that custom-label our Platform). When we act as a service provider or data processor, the privacy policy of the data controller will govern processing of your personal information.

As a service to our customers, our Platform may contain links to various tax agencies/services such as IRS.gov. The links provided are maintained by these separate entities and are not the property of, or affiliated with, TaxSlayer in any way. If you submit personal information to any of those sites, your information is governed by their privacy policies. We encourage you to carefully read the privacy policy of any website you visit.

Similarly, certain portions of our website (www.taxslayer.com) may include features that are powered by third parties, including video tutorials and social media features such as like or share buttons or widgets. These features may collect your IP address, other identifiers, which page you are visiting on our site, and other information, and may set a cookie to enable the feature to function properly. Your interactions with such features are governed by the privacy policy of the company providing it. For more information about cookies and to opt out, see our section on Your Rights and User Controls below.

INFORMATION WE COLLECT

We collect information from you directly, the devices that you use to interact with us, and third-party analytics providers. 

Information you give to us

You may provide the following information to us directly when you enter and use our Platform, contact us for support, or purchase products and services:

• Contact information, such as name, email address, and phone number.

• Account information, such as username and password.

• Payment information, including credit card information (collected by us or our third-party payment processor) is used only to complete your transaction.

• Information contained in communications to us, including your requests for support or assistance and information necessary to contact you or otherwise fulfill your request. We may ask you to share your screen or chat with us via video conferencing, and we will always ask your permission before recording any of these sessions.

• Information you provide to us to prepare or file a tax return using our Platform, which information may include your Social Security Number, date of birth, income, employment status, marital status, claimed deductions, credits, and other information necessary to accurately complete your tax return (collectively, "Tax Return Information").

• Banking information, such as account and routing numbers, which we use to facilitate refunds.

• Information that you make available to us via a social media platform, including content that you post on our social media pages and community pages.

• Information you submit to inquire about or apply for a job with us.

• Information you provide when you provide customer testimonials or feedback; post comments on our blog or community forums; or participate in our surveys, promotions, marketing events, trade shows, webinars, conferences, training, or product research. This may also include contact information that you provide to participate in contests, promotions, and marketing events that are sponsored by us and administered by another entity.

• Any other information you submit to us.

Information we collect automatically

We and partners working on our behalf may use cookies, web beacons, pixels, tags, or other digital technologies on our Site, or portions thereof, that collect information from the device you use to interact with our Platform and services. We also create records when you make purchases or otherwise interact with the Platform or services. The information collected from your device may include:

• Internet service provider

• Device identification number, including mobile device ID and IP address

• Operating system and browser type

• Geolocation information

• Analytical information about how you interact with our Platform and services, including how often you use the Platform; access dates and times; your activities on our Platform, including pages viewed and features accessed, mouse clicks, movements, and scrolling activity, events that occur on the Platform; performance information; and referring and exit pages

For more information and to opt out of cookies, see our section on Your Rights and User Controls below.

If you use your mobile device in connection with our Platform, you authorize your wireless carrier to use or disclose information about your account and device, if available, to TaxSlayer or its service provider for the purpose of identifying you or your device and to prevent fraud.

Heatmap, screen recording, and session replay technologies

We may employ heatmap, screen recording, and/or session replay technologies on portions of our Site to help provide and improve your experience with our services. For example, we may use such technologies to respond to support requests, facilitate technical assistance, and create improved methods for preparing your tax return. Such technologies may record a sampling of sessions for these purposes. We do not collect personally identifiable information through these technologies. All information specific to your tax return is redacted. The information is blocked at the client level and redaction cannot be reversed, which means the information is anonymized. For more information about how we use such technologies, please contact us at support@taxslayer.com.

Chat interactions

We offer support via phone, email, or chat. Our chat feature is powered by Five9. To read Five9’s privacy policy, click here. By starting a chat conversation, you permit us to provide your first name to our support agent. You also consent to the processing of our conversation as described in this Privacy Policy. The information you provide during this chat may be recorded and used by TaxSlayer (and/or third-party service providers such as Five9 that we rely upon to provide you chat services) to provide and improve our services.

By using our chat support, you agree to allow us to use your chat interactions for internal business purposes. We may review your conversations to improve results. While we retain logs of these conversations, we do not allow your data to be used by third parties for their commercial purposes. Do not share any sensitive or personal information in your conversations.

Children's information

Our products and services are not intended for or directed to children under the age of 16, nor do we knowingly collect personal information from anyone under the age of 16.

HOW WE USE YOUR INFORMATION

We may use the information we collect for the following purposes:

• Tax preparation and related services: Section 301-7216 of the Internal Revenue Code (“Section 7216”) specifically governs the use and disclosure of “Tax Return Information” as that term is used in Section 7216. Tax Return Information may also be considered “Nonpublic Customer Information” protected under the GLBA. Some states may also have additional laws and regulations related to use and disclosure of the same information. We use your Tax Return Information only in accordance with those applicable laws and regulations to prepare and assist in preparing your tax return, to provide services associated with preparing your tax return, to operate our tax preparation business as necessary (e.g., for internal administrative purposes), and to provide you with other products and services you specifically request or consent to, unless otherwise allowed under applicable law.

• Service functionality: To provide products and services you request, including to process payments, fulfill orders, import data for tax return preparation, verify your identity, recover your account if you forget your password, process forms, and facilitate service communications, as well as to conduct general business operations, such as accounting, recordkeeping, and audits. For example, we use your phone number for SMS verification when you create a new account.

• Service improvement: As permitted by law, to improve our services, analyze our customer base and purchasing trends and the effectiveness of our marketing.

• Customer support: As permitted by law, to address questions submitted to our customer or technical support systems, to send updates or security alerts, and to analyze and improve our customer support services. Our support team may communicate with you via email, phone, or chat.

• Marketing, advertising, and promotions: With your consent or as otherwise permitted by law, to send marketing messages about our tax preparation services and products; to provide notification of new or related products and services, enhancements, and promotions; and to personalize advertisements that you see on our services and third-party online platforms and measure the effectiveness of our advertising. You can click on the "Your Privacy Choices" link in the website footer to opt-out of all third-party cookies and similar technologies that are not required for website functionality. If you opt out of cookies entirely, no information will be shared with any of listed partners that use cookies. Note that we obtain your consent before we use any Tax Return Information to determine which offers for non-tax products and services to present to you and to show you those offers (usually presented at the checkout portion of your TaxSlayer experience). These products and services may include identity protection and restoration solutions, ways to receive your refund (e.g., Go2bank Debit Card), and options to pay with your refund (e.g., File & Go).

• Product surveys and user research: As permitted by law, to solicit feedback about our products and services, including offers to participate in paid user research or focus groups. Product surveys, feedback sessions, or focus groups may be performed by a third-party service provider. In some cases, we may use your information to determine your suitability for a particular research session or product survey. We may also provide additional disclosures and consents in order to participate in product surveys or user research. For example, we may send you an e-mail offer to participate in a paid research study about your TaxSlayer experience; if you indicate your interest in participating, we may ask for your consent to allow us to disclose certain information (such as your basic contact details) to our third-party user research service provider to help schedule and personalize your research session. Or, if you visit certain parts of our Site, you may be presented with an opportunity to participate in an online survey that requires a screen recording tool.

• Personalization: To personalize your online experience, such as by recording your preferences and settings.

• Security and fraud prevention: To monitor and investigate fraud, identity theft, and other illegal activity; to protect your rights and safety or the rights and safety of others; and to protect and secure our services, Platform, assets, network, and business operations. 

• Legal compliance: To comply with legal process, such as subpoenas, court orders, warrants, and other lawful regulatory or law enforcement requests and to comply with legal requirements. 

Unless allowed by applicable law (including Section 7216) and we have your consent, we do not:

• Sell or rent your personal information for money;

• Use Tax Return Information to market products or services unrelated to tax preparation; or

• Share your Tax Return Information or other sensitive personal information with nonaffiliated third parties for their own use or commercial purposes. You can opt out of certain online technologies as described further below.

DISCLOSURE OF INFORMATION

The privacy and security of your information is important to us. As indicated below, we may share your information to support the products and services you request, or provide your information to third parties, with your specific consent or where permitted by law without consent, for products and services that may benefit you.

We may share your information with the following types of entities:

• IRS and state revenue authorities: We disclose Tax Return Information only in accordance with your requests, such as when filing a tax return with the IRS or state revenue authority, or as allowed by applicable law (including certain permitted disclosures to other tax preparers or providers of auxiliary services).

• Public authorities: TaxSlayer may be required to preserve and disclose personal information including Tax Return Information, and any part thereof, without your consent as provided by law, such as, to respond to lawful requests by authorities, including to meet national security or law enforcement requirements, a subpoena or court order, judicial process or bankruptcy proceedings, or regulatory authorities to protect against fraud and in compliance with the IRS Security Summit. We may also disclose your personal information when we believe disclosure is necessary to protect your rights and safety, or the rights and safety of others. We may disclose your information to federal, state, or local officials to assist in the investigation or prosecution of a crime. As permitted by law, we may disclose your information to the IRS and Information Sharing and Analysis Centers (ISACs) to prevent stolen identity refund fraud (SIRF) and as related to potential cyber security threats. 

• Acquiring businesses: Your information may be disclosed in connection with an actual sale, merger, acquisition, dissolution or transfer of all or a portion of our business or relevant operating unit. We reserve the right to transfer your information as part of the transaction. In such an event, you will be notified via email and/or a prominent notice on our website of any change in ownership, incompatible new uses of your personal information, and choices you may have regarding your personal information. 

• Affiliates: We may share information about you and the products and services you have purchased from us with members of the TaxSlayer corporate family and our parent company of Rhodes Financial Services, LLC, all of whom follow our Privacy Policy.

• Service providers: In some cases, your information may be disclosed to our service providers to complete a product purchase, to fulfill a service you request, to provide analytics about our product, to conduct or facilitate product surveys or user research, to improve our product or services, to market one of our products or services, or to provide other services related to the support, maintenance, and management of our tax return preparation products and services. Our service providers include companies that, for example, use web analytics software or tools, deliver downloadable products, process forms, verify your identity, assist with data import, offer online software applications, facilitate chat support functionality, process credit card payments, or send emails on our behalf. For example, we may share your first name and a pseudonymous identifier with our chat support service provider, so that our support agents can help better serve you when you initiate a chat support session through our Site. We may share your name, contact information, and other personal information that you provide to our identity verification service provider. In some cases, you may be presented with additional disclosures and consents before we share certain information with our service providers. For example, we may ask for your consent before sharing your basic contact information with a service provider that we engage to help facilitate paid research studies about our products and services. Not all service providers may be applicable to you. Some service providers are only relevant if you use certain tax forms or otherwise prepare a tax return using our software.

• Joint marketing and custom-label partners: We may provide information to individuals or companies with whom we have a joint marketing arrangement and/or that custom-label our Platform. We require joint marketing and custom-label partners to have written contracts with us that require them to safeguard your information and prohibits them from selling, retaining, using, or disclosing your information for any purpose other than for performing the contract. We only share Tax Return Information with custom-label partners as permitted under Section 7216.

• Online analytics and advertising partners: We partner with companies that assist us in advertising our services, including partners that use cookies and similar technologies to collect information to help us monitor our website usage trends and performance; optimize our delivery of tax return preparation services through the Site; and personalize, retarget, deliver, and measure the effectiveness of TaxSlayer advertising online. In some cases, with your consent, we may share certain limited information such as your e-mail address or phone number in an anonymized (hashed) format, or other personal information, with our online metrics and advertising partners. Without consent, you may still see general advertisements or offers for our products and services promoted online, but they will not be personalized based on any activity on our website. Note also that we may still receive, use, or disclose certain information that is not sensitive or financial in nature (and therefore not covered by consent) to measure digital events and interactions, and serve ads to you. For example, we may collect and use your IP address and/or other device identifiers (i.e., randomly-generated identifiers that cannot be used by any third party to identify you), and the specific webpages on our site that you may visit, in order to track the date/time of website activity, general region of website users, usage of various site features and functionality, and information about product selection. Such information may be disclosed to our online metrics and marketing partners. Our marketing partners can vary from time to time but typically include Commission Junction LLC (CJ), Google LLC (including YouTube), Innovid, LLC (TV Squared), Iterable, Inc., LiveRamp Holdings, Inc., Meta Platforms, Inc., Microsoft Corporation (Bing), Spotify USA Inc., Taboola.com Ltd, and TikTok Inc. Our online metrics partners typically include Carry Technologies, Inc. (Hightouch), Content Square, Inc. (Heap, Inc.), Google LLC, Medallia Inc., and Episerver, Inc. (Optimizely). While we may share your hashed email or hashed phone number to online analytics and advertising partners with your consent, we do not share any phone numbers or other personal information collected solely through our TaxSlayer Updates SMS Program (see section below) with third parties, including as part of the text messaging originator opt-in data and consent. For more information on how to opt out of sharing cookies and similar technologies, see the Your Rights and User Controls section below.

• Social media platforms: If you interact with us on social media platforms, the platform may be able to collect information about you and your interaction with us. If you interact with social media objects on our Platform, both the social media platform and your connections on the platform may be able to view that activity.  To control the sharing of information, please review the privacy policy of the relevant social media platform.

• Video content platforms: Our Site features video tutorials powered by YouTube. If you watch a video tutorial featured on our Site, Google and YouTube may be able to collect information about you and your interaction with us. Your viewing activity is governed by the Google/YouTube terms of service and privacy. To control the sharing of information, please review the Google/YouTube privacy policy.

•Other platform visitors: We may post customer testimonials on our website, advertisements, emails, social media accounts, or other platforms. These testimonials may contain personal information such as a customer’s name. If we obtain your testimonial from a third-party review site, we may post your review, subject to the review site’s policies, along with your public user profile information. We will obtain your consent to use your full name prior to posting your testimonial that you submit directly to us. If you wish to update or delete your testimonial, contact us at support@taxslayer.com. Our website also offers publicly accessible blogs and/or community forums. Any information you provide in these areas may be read, collected, and used by others who access them. To request removal of your personal information from our blog or community forum, contact us at support@taxslayer.com. In some cases, we may not be able to remove your personal information, in which case we will let you know if we are unable to do so and why. For example, if you used a third-party application to post such information, you may need to contact that third-party application directly.

TaxSlayer SMS Program and TaxSlayer Return Updates Program

You may provide information if you opt in to receive marketing messages on your mobile device via the TaxSlayer SMS Program or the TaxSlayer Return Updates Program (collectively “SMS Program”). The TaxSlayer SMS Program (short code 69204) is used for marketing-related offers and promotions, and the TaxSlayer Return Updates Program (short code TBD) is used to send you updates about your submitted tax return after e-filing. Both programs (collectively “SMS Program”) are separate from the single-message program used for sending multi-factor authentication (“MFA”) codes for your account. We do not share personal information collected through the SMS Program, including as part of the text messaging originator opt-in data and consent, to third parties. No personal information collected via our SMS Program will be sold, rented, or disclosed to unaffiliated third parties for their own marketing purposes.

Please note that where this Privacy Policy provides for disclosure of personal information to third parties engaged for online analytics and advertising purposes, such personal information would exclude text messaging originator opt-in data and consent.

HOW WE PROTECT YOUR INFORMATION

TaxSlayer understands the importance of protecting customer information and we have implemented reasonable administrative, technical, and physical security measures designed to protect personal information from unauthorized access, use, or disclosure. This includes a designated information security team, written information security policies and procedures, incident detection and response measures, network firewalls, encryption, password protections, and restrictions on which personnel can access any customer personal information. For example, TaxSlayer employees are only allowed to access customer information necessary to perform their job functions and only for the purposes for which it was collected.

With respect to your Tax Return Information, TaxSlayer meets all rules and regulations relating to data protection and security for the tax industry promulgated by the Internal Revenue Service and its Security Summit (https://www.irs.gov/privacy-disclosure/security-summit for more information).

TaxSlayer's web-based and mobile applications secure information by utilizing a variety of security-related technologies to comply with regulatory standards and our internal information security policies.

CREDIT CARD PRIVACY AND SECURITY

TaxSlayer is committed to safeguarding the confidentiality and security of the information we obtain from you. We collect and use information obtained from credit card transactions only for business purposes such as processing payments or refunds.

TaxSlayer uses a third-party payment processor, CardConnect by Fiserv, to provide secure credit card transactions. CardConnect is compliant with requirements for payment gateways set forth in the Payment Card Industry Data Security Standard (PCI DSS). CardConnect utilizes PCI-validated point-to-point encryption (P2PE) to cryptographically protect your credit card account information through the entire life cycle of a credit card transaction. By using P2PE, your account data (cardholder data and sensitive authentication data) is unreadable until it reaches the secure decryption environment. CardConnect’s P2PE solution is validated by the PCI Security Standards Council.

CardConnect utilizes tokenization to protect your sensitive credit card account data. Tokenization is the process of replacing your credit card number with an algorithmically generated, irreversible number that cannot be traced back to the original information. If you opt to store your credit card information for your convenience in making future purchases, the CardConnect payment system allows TaxSlayer to utilize the token associated with the card, not the card number itself.

DATA RETENTION

We retain your Tax Return Information for at least three tax years to comply with our legal obligations, or as needed to provide you services. Other information may be retained for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. If you wish to cancel your account or request that we no longer use your information to provide you services, contact us at support@taxslayer.com.

ARTIFICIAL INTELLIGENCE 

We may use artificial intelligence to optimize and deliver our products and services to you. For example, we may use AI to analyze how our Platform is used and to enhance and develop support to you. We may also offer an AI-enhanced search tool or similar feature to provide help or support to you. If you use the search tool on our help or support pages, you agree to allow us to record and use your interactions to provide and improve the AI tool performance and results, enhance your support experience, and improve our internal business operations and services.

Our support team may review your interactions with the search tool to improve AI results. While we retain logs of these interactions, we do not share this data with third parties. Do not share any sensitive or personal information in your searches. By using our search tool, you indicate your acceptance and understanding of the above terms and consent to our Terms of Service. If you do not agree with any part of our Terms of Service or this Privacy Policy, please do not use the search tool.

We will provide additional disclosures on the Platform or in our Terms of Service as required by law. For further assistance or inquiries, please contact support@taxslayer.com.

YOUR RIGHTS AND USER CONTROLS

You have control over your personal data and how it’s collected, used, and shared. You have the right to access any information held by TaxSlayer that you either input directly or information collected as described above, subject to our data retention policy above.

Request a copy of your information

Upon request, TaxSlayer will provide you with certain personal information you specifically request by contacting customer support at support@taxslayer.com or via a request sent to our address provided below. Your information will be provided in a machine-readable format.

Change or correct personal information

You may view, manage, and/or make changes to your personal information by visiting your account online at www.taxslayer.com and selecting “Edit Account Information” in the My Account dashboard; by emailing our customer support; or via mail as set forth in the Contact Us section below.

Delete your personal information

You may ask us to delete your Personal Information by sending a verifiable request to TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at support@taxslayer.com.

All users have the right to request deletion of their Personal Information, subject to any limitations and exceptions provided under applicable state or federal privacy laws. We may retain certain information that is (1) protected as financial information under federal law, (2) required for the security, integrity, or another internal purpose of the business, or (3) required by the IRS to be maintained in our systems. For example, if your return was e-filed, we retain your tax return information for at least three tax years to comply with our legal obligations.

Please keep in mind that if you have filed a return and ask us to close your account, you will not be able to access previously filed returns. Be sure to download or print a copy of any  accepted returns immediately, as we will not be able to recover this information once the account is closed.

Opt out of Cookies

We (or our vendors) may use cookies, pixels, web beacons, and similar technologies (collectively “Cookies”), to collect or receive information when you interact with our Platform, in order to deliver and improve our products and services to you, and to support and manage our tax return preparation software business. A Cookie may be sent to a browser by a website you visit to help that website remember, often through a unique identifier, information about your visit.

You can click on the “Your Privacy Choices” link in the website footer to opt out of third-party cookies and similar technologies that are not required for website functionality. You should clear your cookies in your browser after you opt out. Note that if you opt out of cookies, no information will be shared with those vendors.

Additionally, we provide the following information about the vendors that use Cookies on our Platform. Our vendors may help us with a variety of functions including marketing, advertising, analytics, customer engagement, and tag management. In some jurisdictions such as California, the term “Service Provider” may have a distinct meaning. The list provided below includes all vendors (including those that California may consider “Service Providers” and “Third Parties”).

We endeavor to keep this list current, but since business structures and relationships may change, the information below may not always be comprehensive or up to date. For an updated list of our vendors, please contact us at support@taxslayer.com.

Please refer to the vendor’s privacy policy for more information about their Cookies and your choices about each vendor’s Cookies.

Required cookies: These Cookies are required to allow the technical operation of our Services. We use these cookies to authenticate you, run your session securely while you’re logged in, help detect and prevent fraud, and provide you with our Services. This category also includes Cookies that are used to help remember your site preferences and choices so that we can deliver Services, monitor our Services, and offer you enhanced functionality when using our Services.

• Cloudflare: We use Cloudflare to provide website security, privacy, and speed of performance. To read Cloudflare's privacy policy, click here.
• Five9: We use Five9 to provide chat support to you. To read Five9's privacy policy, click here.
• Optimizely: We use Optimizely to facilitate service functionality, load testing, website analytics, and optimization, including to test variations on our website. To read Optimizely's privacy policy, click here. To read Optimizely's cookie policy, click here.
• Tag Inspector: We use Tag Inspector to monitor and scan for tags to ensure that your information is protected. To read Tag Inspector's privacy policy, click here.
• Zendesk: We use Zendesk to provide support to you. To read Zendesk’s privacy policy, click here.

Analytics cookies: Analytics Cookies are generally placed on our website by our service providers and are used to help us understand how you access our Platform so we can make improvements to your tax return preparation experience.

• Carry Technologies (Hightouch): To read Hightouch's privacy policy, click here. To read about Hightouch's cookie policy, click here.
• Content Square: We use Content Square to provide website user analytics. To read Content Square's privacy policy, click here.
• Google (Google Analytics): We use Google Analytics to provide analytics for website performance and Google Marketing campaigns. To read Google's privacy policy, click here. To opt out of Google Analytics, click here.
• Heap: We use Heap to provide website user analytics. To read Heap’s privacy policy, click here.
• Medallia: We use Medallia to provide website user analytics. To read Medallia's privacy policy, click here.

Advertising cookies: Advertising Cookies (also referred to as “Targeting Cookies”) are used to provide ad measurement services, target and deliver relevant ads, and track ad campaign performance and efficiency. For example, we and our ad partners may use information collected to serve you interest-based ads on our website or on other websites. Please note that even if you opt out of Advertising Cookies, you may still see advertisements, but they may not be tailored to your interests.

• Commission Junction (CJ): To read CJ's privacy policy, click here.
• Google (including DoubleClick): We may use Google technologies to collect or receive information about your browsing activity to provide personalized advertising on Google properties including YouTube. We may share your hashed email and hashed phone number only if you provide consent. To read Google’s privacy policy, click here. To opt out of Google Analytics for display advertising or to customize Google Display Network ads, click here.
• Meta (Facebook): We may use Facebook Business Tools to collect or receive information from our Site and elsewhere on the internet, and to use that information to provide advertising services, including interest-based advertising targeted to your interests. We do not use any Meta tools to collect tax return or financial information. We may share your hashed email and hashed phone number only if you provide consent. To change your privacy and advertising settings with Facebook, login to your Facebook account and navigate to the Privacy Center at facebook.com/privacy/center or review your Ad Preferences at facebook.com/adpreferences. To read Meta’s privacy policy, click here.
• Microsoft (Bing Ads): We may use Microsoft technologies to collect or receive information about your browsing activity to provide personalized advertising on Bing and other Microsoft properties. We may share your hashed email and hashed phone only if you provide consent. To read Microsoft’s Privacy Statement, click here.
• Spotify: We may use the Spotify pixel to collect or receive information about your browsing activity to provide personalized advertising on Spotify. Your hashed email and phone may be collected only if you provide consent. To read Spotify's privacy policy, click here.
• Taboola: To read Taboola's privacy policy, click here.
• TikTok: We may use the TikTok pixel to collect or receive information about your browsing activity to provide personalized advertising on TikTok. Your hashed email and phone may be collected only if you provide consent. To read TikTok’s privacy policy, click here.
• TVSquared: We may use the TVSquared tool to collect or receive information about your browsing activity to provide personalized advertising. To read TVSquared’s privacy policy, click here.
• YouTube: We may use Google technologies to collect or receive information about your browsing activity to provide personalized advertising on Google properties including YouTube. We may share your hashed email and hashed phone number only if you provide consent. To read YouTube’s privacy statement, click here. To read Google’s privacy policy, click here.

We may share some information about your website experience that is not sensitive or financial in nature with third parties that operate cookies on our site. We do not share sensitive personal information (including financial information you provide to prepare your tax return) with any business except service providers that provide a service related to our tax preparation software business. These service providers are contractually obligated to use that information only for the purpose of providing services to TaxSlayer and to protect such information from disclosure to other parties. Under the GLBA, you may not opt out of sharing with our service providers.

We may share certain personal information such as your hashed phone or hashed email only if you provide consent in your account (by electronically signing a Consent to Disclosure of Information).

Again, you may choose to opt out of certain technologies used on TaxSlayer’s website, including Advertising Cookies (also known as “Targeting Cookies”). However, the choice to opt out of certain technologies may affect, alter, or eliminate the functionality of certain features of or the products and services offered by TaxSlayer.

You can click on the “Your Privacy Choices” link in the website footer to opt-out of third-party cookies and similar technologies that are not required for website functionality. You are not able to opt out of Required Cookies. After you opt out, remember to clear your cookies in your browser.

Finally, you can also set your Internet browser (e.g., Chrome, Safari, Edge, Internet Explorer, etc.) to warn you each time a cookie is being sent or to turn off all cookies (except Flash cookies). Check your browser’s Help menu to find out how. You may also use third-party tools to identify and make additional choices about many technologies, including cookies. Note that if you use a different browser, or use a new or different device, you may need to renew your cookie preferences.

Additionally, most mobile devices allow you to manage how other technologies, such as unique identifiers are set and used. For example, the Advertising ID on Android devices or Apple’s Advertising Identifier can be managed in your device’s settings. Please reference your mobile operating system support documentation to learn more.

For more information about your choices to opt-out of tracking, you can also refer to the Digital Advertising Alliance’s opt-out page. The page provides information on companies that participate in its WebChoices tool and how to opt out using its browser tool.

Opt out of email and SMS communications

To unsubscribe from receiving general marketing messages from us, please go to our unsubscribe page or click “Unsubscribe” from any email message.

The unsubscribe page includes an option to opt out of TaxSlayer’s text messaging system. Note that this phone opt-out removes your phone number for multi-factor authentication purposes and is not related to the TaxSlayer SMS Program.

To opt out of text messages from the SMS Program, just text "STOP" to 69204 for the TaxSlayer SMS Program or [TBD] for the TaxSlayer Return Updates Program. After you send the message "STOP" to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us. If you want to join again, just sign up as you did the first time and we will start sending messages to you again.

If at any time you forget what keywords are supported, just text "HELP" to 69204. After you send the message "HELP" to us, we will respond with instructions on how to use our service as well as how to unsubscribe, or you can reach us for support at support@taxslayer.com.

Do Not Track signals

TaxSlayer takes privacy and security seriously and we strive to provide various options regarding how your information is collected, used, and shared, as further described above. With regard to “Do Not Track” (“DNT”) signals, we currently do not respond to DNT signals in browsers.

CONTACT US

If you have questions or concerns regarding this Privacy Policy, and to submit any request concerning your information, you may contact customer support at support@taxslayer.com.

You can also write us at:

TaxSlayer.com Privacy
945 Broad Street
Augusta, GA 30901

Any claim, controversy, or dispute arising out of or in connection with this Privacy Policy shall be subject to the informal resolution and arbitration provisions in our Terms of Service. If you have an unresolved privacy or data use concern that you feel has not been addressed satisfactorily, you may also contact our U.S.-based third party dispute resolution provider (free of charge) at https://feedback-form.truste.com/watchdog/request.

YOUR STATE PRIVACY RIGHTS

TaxSlayer is committed to complying with all applicable state privacy laws. As a provider of tax preparation software, TaxSlayer may be considered an exempt financial institution (or some of the data that TaxSlayer collects may be exempt) under certain U.S. state privacy laws. In addition, TaxSlayer may not necessarily meet all threshold requirements under state privacy laws. We will update this section as needed.

For example, California law provides California residents with additional rights regarding our collection and use of your personal information. To learn more about your California privacy rights, visit the Privacy Notice for California and Other States.

If you make a privacy request under state privacy laws, we will respond as required by applicable law or otherwise in our discretion.

PRIVACY POLICY CHANGES

This Privacy Policy may be revised in our sole discretion from time to time as we add new features and services, as laws change, and as industry privacy and security best practices evolve. When we revise the Privacy Policy, we will post it on this page and change the date located at the top of the Privacy Policy page. We encourage you to return to this page periodically to check for any updates or changes. If we make any material changes to this Privacy Policy regarding use or disclosure of personal information, we will provide advance notice on our Platform. Small changes, or changes that do not significantly affect individual privacy interest, may be made at any time, and without prior notice.

Terms of Service

Last updated January 13, 2026

These Terms of Service are provided by TaxSlayer LLC (“TaxSlayer”, ”we”, “our”, “us”) and apply to our website (www.taxslayer.com) (“Site”); related applets, players, widgets, tools, data, software, application programmatic interfaces (APIs), electronic filing services, and other services (collectively the “Services”); related mobile applications (“Applications”); and all content (“Content”) contained in our Site, Applications, and Services (together, the “Platform”). TaxSlayer provides the Platform to you, the “Customer”, subject to the terms contained in these Terms of Service.

Please read the terms and conditions of these Terms of Service carefully before using our Platform. You expressly represent and warrant that you are entering into these Terms of Service individually, and for and on behalf of the benefit of your spouse and dependents, and that your spouse and dependents intend to be bound to these Terms of Service.

YOUR USE OF THE PLATFORM IS CONDITIONED ON YOUR ACCEPTANCE AND COMPLIANCE WITH THESE TERMS OF SERVICE AND PAYMENT OF APPLICABLE FEES. BY USING ANY OF THE PLATFORM, YOU INDICATE YOUR UNCONDITIONAL ACCEPTANCE OF THESE TERMS OF SERVICE. IF YOU DO NOT ACCEPT THESE TERMS OF SERVICE, YOU MUST TERMINATE YOUR USE OF THE PLATFORM.

1. SCOPE OF THESE TERMS OF SERVICE

As a U.S. based company offering products and services related to the preparation of U.S. federal and state tax returns, the Platform is intended for U.S. taxpayers only. TaxSlayer does not market to children under the age of sixteen (16) (“Minimum Age”) or subjects of other countries including those in the European Economic Area.

2. COMPLIANCE WITH TAXSLAYER POLICIES

While using the Platform, you agree that you will comply with all posted policies and agreements, including but not limited to these Terms of Service, Refund Policy, and Privacy Policy, as updated from time to time. We may suspend or stop providing you with access to the Platform if you fail to comply with any of our posted policies.

From time to time, we may, but are not obligated to, offer special promotions, sweepstakes, giveaways, and other promotional programs (collectively, “Promotions”) that may be governed by separate eligibility requirements (pertaining to location, age, etc.), time limits, restrictions, terms, and conditions that will be made available to you. You agree that your participation in any Promotions will be subject to such other requirements, limits, restrictions, and conditions.

3. YOUR LICENSE TO USE THE PLATFORM

Subject to these Terms of Service and your payment of any required fees (if applicable), TaxSlayer grants you a limited, revocable, non-exclusive, non-transferable, non-sublicenseable license to use the Platform to the extent permitted by its intended functionality for your own individual, personal, non-commercial purposes and not for the sublicense to or use by third parties. Specifically, you are granted a license to prepare a single, valid tax return and, after proper registration and any applicable payment, to electronically file such tax return.

You may only access and/or use the Platform through official published sites, services, applications, or methods that TaxSlayer or our licensed partners make available to you. Any access or use of our Platform through an application, site, service, or method provided by a party other than TaxSlayer or one of our licensed partners is strictly prohibited, outside the scope of the license granted herein, and may subject your account to termination and other legal action. Any other use not authorized herein, or by TaxSlayer in writing, is strictly prohibited and a violation of this Agreement.

This license governs any content, materials, or services accessible from or purchased within the Platform as well as upgrades provided by TaxSlayer that replace or supplement the original Platform, unless such upgrade is accompanied by a separate license agreement.

You agree that TaxSlayer is not acting as your agent or fiduciary in connection with your use of the Platform or any External Services (see Section 5 below). You may not use the Platform to prepare tax returns, schedules, or worksheets on a professional basis (i.e., for a preparer's or other fee). TaxSlayer shall have no responsibility or liability for damages or claims relating to any use of the Platform on a professional basis (i.e., for a preparer’s or other fee for tax preparation services), and you agree to indemnify TaxSlayer against any claims relating to such use.

You are responsible for acquiring and maintaining all equipment, computers, software, and communications services (such as cellular data charges) relating to the access and use of the Platform, and for all related expenses and applicable taxes.

Other than the limited license granted to you in this Agreement, TaxSlayer reserves all patent, copyright, trade secret, trade name, trademark, and other proprietary rights related to the Platform.

Modification, Revocation, or Termination of License

Each software version shall generally be available for three years after its release date. Your access to the Platform and this License terminates upon the expiration of the software version, unless earlier terminated by either party.

TaxSlayer may revoke and/or terminate the foregoing license with respect to any aspect of the Platform at any time, for any reason. Your rights under this license will terminate automatically if you fail to comply with any of these Terms of Service.

ANY USE OF THE PLATFORM NOT SPECIFICALLY PERMITTED UNDER THIS AGREEMENT IS STRICTLY PROHIBITED.

In addition, TaxSlayer reserves the right, at any time, to change the terms of this Agreement by publishing notice of such changes on its Site. Any use of the Platform by you after TaxSlayer's publication of any such changes shall constitute your acceptance of this Agreement as modified.

4. INTELLECTUAL PROPERTY

You acknowledge that we retain all rights, title, and interest in and to all copyrights, trademarks, registered trademarks and/or service marks, trade secrets, patents, and any other proprietary rights in the Platform. If you make other use of the Platform, except as provided in these Terms of Service, you may violate copyright and other laws of the United States, other countries, as well as applicable state laws and may be subject to penalties. TaxSlayer does not grant any license or other authorization to any user of its trademarks, registered trademarks, service marks, or other copyrightable material or other intellectual property, by placing them on this Site.

Trademarks

TaxSlayer®, File Fearlessly®, and TaxSlayer’s visual identity elements, and certain other graphics, and logos are the registered trademarks or trademarks of TaxSlayer or its parent, subsidiaries, or affiliates.

Patents

Features and services made available to you on the Platform may be the subject matter of pending and issued patents assigned to TaxSlayer or its parent, subsidiaries, or affiliates.

Copyrights

The Platform is owned or licensed by us and is protected by the laws of the United States. You agree to prevent any unauthorized copying, use, or distribution of the content available to you in the Platform. You may not download and/or save a copy of any of the screens appearing on this Site except as otherwise provided in these Terms of Service, for any purpose. However, you may print a copy of the information on this Site for your personal use or records.

5. CONTENT AND FUNCTIONALITY OF PLATFORM

We reserve the right to alter, change, modify, or terminate the Platform or any aspect, feature, service, content, or functionality of the Platform, at any time. TaxSlayer, in its sole discretion and at any time, may determine that certain tax topics, forms, and/or situations are not included as part of the Platform and may decline to provide related Services. For example, TaxSlayer does not currently support municipal tax forms that are not part of a state return.

We may alter the availability of any feature of the Platform or impose new limitations on your use of the Platform at any time, with or without notice, liability, or obligation. We may from time to time, in our sole discretion, develop and provide Platform updates, which may include upgrades; patches; corrections; or changes, additions, or removal of features or functionality. You agree that we have no obligation to provide any updates or to continue to provide or enable certain features or functions, and that nothing in these Terms of Service shall be construed to require correction of any specific errors or discrepancies in the Platform.

To provide a high-quality experience for all users, we monitor the Platform to detect and prevent fraud and abuse. We may, in our sole discretion, terminate your account and your access to the Platform should we determine it is associated with fraudulent or abusive activities. Further, we reserve the right to pursue legal action in connection with fraudulent or abusive activities. We may also suspend or terminate an account or cease providing access to the Platform for any or no reason, including, but not limited to, if you have violated any term of these Terms of Service or our other policies.

Each software version shall generally be available for three years after its release date. Your access to the Platform and this License terminates upon the expiration of the software version, unless earlier terminated by either party.

Products and Pricing 

By using the Site, you acknowledge and agree that TaxSlayer provides product descriptions and listing prices only as a guide. Product packages contain features and services as currently described on the website and may not contain the same features and services made available at a prior time. Prices are subject to change at any time without prior notice. Pricing is determined at the time of print/e-file and is based on your selections and submitted information, as well as any coupons, discounts, or promotions that may be applicable from time to time.

The Simply Free package includes one free federal return. The Simply Free package may also include a free state return at certain times during the tax season and/or depending on any coupons, discounts, or promotions that may be applicable from time to time.

At certain points in the tax return preparation experience, you may be notified that a form, item, or feature that you have selected requires a product upgrade. If a form is not supported by your current package, our software will upgrade your account automatically to a package which supports the corresponding form. You can go back to remove the item or else continue with the upgraded package.

In addition, you can also upgrade to add support options by visiting the "Help & Support" section of your account and selecting the upgraded support option.

Prior to making a purchase, you will be shown your package's filing fees and can view a detailed list of the items on your return that caused your package to be upgraded, if applicable. Any package adjustments must be made prior to completing your purchase and/or e-filing your return. You are not eligible for a product downgrade if your upgrade was due to a required item or form on your return or if you have utilized one of our premium support features, Live Chat or Ask a Tax Pro.

Delivery of products

TaxSlayer shall not be liable for late delivery of any product in the event that updates are required by legal or regulatory changes or delays are caused by circumstances beyond TaxSlayer’s control.

Eligibility for Simply Free

You may qualify for the Simply Free filing if your tax situation meets the following conditions:

• Your filing status is single or married filing jointly

• You don’t have dependents

• You (and your spouse) have a valid SSN or ITIN

• You’re under age 65 (and so is your spouse)

• You (and your spouse) are not blind)

• You claim the standard deduction rather than itemizing deductions

• You have $100,000 or less in taxable income from wages, salaries, tips, taxable interest of $1,500 or less, and/or unemployment compensation

Less than a majority of U.S. taxpayers have a simple tax situation that qualifies for Simply Free. Tax situations that are not covered with Simply Free include, but are not limited to the following:

• Earned Income Tax Credit (EITC)

• Child Tax Credit

• Mortgage Interest Deduction

• Social Security benefits

• Rental income

• Stock sales

• Income earned as a minister or member of a religious order (clergy)

• Income from business conducted in the U.S. Virgin Islands

• Gambling winnings

• Unearned taxable income for a child under age 18

• Foreign earned income

• Distributions from a pension, annuity, or IRA

If at any point in the Simply Free filing process your tax situation no longer qualifies for Simply Free, you will be notified and provided an option to switch to TaxSlayer Classic. It is up to you to determine the best product for your tax situation.

The eligibility criteria for Simply Free is located at https://www.taxslayer.com/products/taxslayer-free-tax-filing/#sf_qualify. Eligibility criteria may change without notice to you, but we will update this page and these terms as needed.

Maximum Refund Guarantee

TaxSlayer will not issue a refund for returns rejected by the IRS or any state agency. However, we guarantee that you will receive the maximum refund to which you are entitled based on the return you prepare. If you receive a larger refund or smaller tax amount due using another tax preparation software, we will refund the applicable purchase price you paid to TaxSlayer. TaxSlayer Simply Free and American Pledge products are excluded from this guarantee.

To qualify for the guarantee, the larger refund or smaller tax due cannot be attributed to variations in data you entered using the TaxSlayer software and using another tax preparation software, data you entered incorrectly and provided to TaxSlayer for tax preparation, or to positions taken by you or your preparer that are contrary to the law. Furthermore, our Maximum Refund Guarantee is based on the schedules and forms supported by TaxSlayer.

For more information and details on how to notify TaxSlayer if you believe you are entitled to a refund, see Our Guarantees page.

Accuracy Guarantee

TaxSlayer guarantees the accuracy of all calculations made using our software, or we will reimburse you any federal or state penalties and interest charges, subject to the terms and conditions below.

If you are registered user of TaxSlayer and you pay a penalty or interest charge to the IRS or a state taxing authority solely because of a calculation error on a form prepared using TaxSlayer software, and not as a result of, among other things, your failure to enter all required information accurately, your willful or fraudulent omission or inclusion of information on your tax return, your misclassification of information on your tax return, or your failure to file an amended return to avoid or reduce your penalty/interest after TaxSlayer has announced updates or corrections to the services in time for you to file an amended return, then TaxSlayer will reimburse you in the amount of the IRS or state penalty and/or interest paid by you to the IRS or state. You are responsible for paying any additional tax that is owed.

For more information and details on how to notify TaxSlayer if you believe you are entitled to a reimbursement, see Our Guarantees page.

Refund Delivery and Payment Options

Most refunds are issued within 21 days from the time they are accepted by the IRS.

1. 1. Direct Deposit

With direct deposit, your money is transferred electronically from the Department of Treasury to your checking or savings account. Use of direct deposit is subject to any terms set by the IRS or state taxation authority.

1. 2. GO2bank Debit Card 

You can also opt to receive a refund on a GO2bank Debit Card issued by Green Dot Bank, Member FDIC. You must be approved by Green Dot Bank to receive a GO2bank Debit Card. Card fees and other terms and conditions apply. See Green Dot Deposit Account Agreement for details.

1. 3. Printed Check

You can opt to receive your refund in the form of a printed check sent to you through the mail to the address listed on your return. Mailed refunds typically arrive five days after they are issued by the IRS. By choosing this option, you must pay service charges for filing your return out of pocket when you file.

1. 4. File & Go

With the File & Go option, you can deduct your tax prep fees from your refund. The File & Go service is a convenient option for e-filers who prefer not to use a credit card or debit card to pay tax prep fees. This service is enabled by Santa Barbara Tax Products Group, LLC, a subsidiary of Green Dot Corporation (“SBTPG”). The amount transferred is not a loan.

An additional $41.99 Refund Transfer Processing Fee will apply if you choose the File & Go option. This price may vary during the season due to promotions, coupons, or pricing changes. Additional fees may be shown to you before you efile, and customers opting to use the File & Go service will be required to enter into agreements with SBTPG and Green Dot Bank. Terms and conditions are provided by SBTPG and Green Dot Bank, and may be subject to change without notice. See SBTPG/Green Dot Bank customer agreements for details.

Artificial Intelligence

We may use artificial intelligence (“AI”) to optimize and deliver our products and services to you. For example, we may use AI to analyze how our Platform is used and to enhance and develop support to you. We may also offer an AI-enhanced search tool or similar feature to provide help or support to you. The AI-enhanced search is an automated system designed to provide information and assistance based on the TaxSlayer’s Knowledge Base support articles. While we strive to provide accurate and reliable AI-generated content, we cannot guarantee that AI responses are always up to date or free from errors, omissions, or inaccuracies. Users of the AI search tool bear sole responsibility for their interactions and reliance on the information provided. It is important to exercise caution and use your discretion while interpreting and acting upon AI responses. You agree not to hold TaxSlayer liable for any actions, losses, or damages resulting from your use of any AI tool.

As further explained in our Privacy Policy, your interactions with our search tool on our help or support pages may be recorded and reviewed by our support team to improve our AI tool performance and results, enhance your support experience, and improve our internal business operations and services. By using our search tool, you indicate your acceptance and understanding of the above disclaimers and consent to our Privacy Policy. If you do not agree with any part of these Terms of Service or our Privacy Policy, please do not use this search tool.

We will provide additional disclosures on the Platform or in our Privacy Policy as required by law. For further assistance or inquiries, please contact support@taxslayer.com.

Third-Party Content

The Platform may present links to third-party applications, products, services, or websites (“Third-Party Content”). You acknowledge and agree that TaxSlayer and any of its co-branding providers have no responsibility for the accuracy or availability of information provided by Third-Party Content. All third-party advertisers, sponsors, or other parties are responsible for ensuring that material submitted for inclusion on our Platform is accurate and complies with applicable laws.

Links to external web sites do not constitute an endorsement by TaxSlayer or its website co-branding providers of the sponsors of such sites or the content, products, advertisements, or other materials presented on such sites. Information in the Third-Party Content that is linked to our Site comes from a variety of sources. Some of this information comes from official TaxSlayer licensees, but much of it comes from unofficial or unaffiliated organizations and individuals, both internal and external to TaxSlayer. TaxSlayer does not author, edit, or monitor these unofficial pages or links. You acknowledge and agree that TaxSlayer and its co-branding providers shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with use of or reliance on any such content, goods or services available on such external sites or resources.

In addition, you may encounter Third-Party Content in the form of advertisements, endorsements, or opinions about the TaxSlayer® Platform by third-party reviewers, advertisers, influencers, ambassadors, or authors, whether compensated by TaxSlayer or not. Such Third-Party Content may be published in digital, print, or any other form, on the Platform or on any other Sites, applications, or media not necessarily owned by or related to TaxSlayer. The views, thoughts, and opinions expressed in the Third-Party Content belong solely to the author and have not been independently verified or approved by TaxSlayer. We do not assume any liability for the content or accuracy of the information presented in any Third-Party Content. Nothing expressed in any Third-Party Content shall be construed to create any warranty of any kind, whether express or implied, with respect to the Platform not otherwise covered in these Terms of Service, including any implied warranties of title, merchantability, satisfactory quality, fitness for a particular purpose, or any warranties arising out of any law, custom, course of dealing, performance, or trade usage.

6. MOBILE SERVICES

Use of the Platform may involve transmission of data through the networks of your mobile carrier or Internet service provider (ISP). You are responsible for all carrier, text/SMS, data, or other related fees or charges you incur from your carrier or ISP in connection with, or related to your use of the Platform. We assume no liability or responsibility for the payment of any charges you may incur.

7. USER ACCOUNT

To prepare a tax return using our Platform, you must create an account on the TaxSlayer® platform. Your account should be associated with a valid phone number and/or e-mail address.

When you create an account with us, you represent to us that you are at least the Minimum Age, and that the information you provide is truthful, accurate, complete, current, and otherwise in compliance with these Terms of Service at all times. Submission of false, misleading, inaccurate, incomplete, obsolete, or other information prohibited under these Terms of Service may result in immediate termination of your account on the Platform. Accounts that are created through fraudulent, misleading, or inauthentic means, whether by third-party apps or otherwise, can be disabled or deleted by us at any time, with or without notice to you. Repeated creation of multiple inauthentic accounts may result in disabling of your account(s) and/or a permanent ban from accessing the Platform. You may be limited to a certain number of accounts on the Platform.

You are responsible for maintaining the confidentiality of your account login credentials. You agree to accept responsibility for any and all activities that occur under your account, including but not limited to, any activity that occurs as a result of your failure to keep secure and maintain the confidentiality of your account and password. You must notify us immediately upon becoming aware of any breach of security or unauthorized use of your account. You may not use anyone else’s password or account at any time on the Platform. We will not be responsible or liable for any loss or damage arising from your failure to comply with these requirements, and you may be held liable for any losses incurred by us or any other user of the Platform that are caused by your failure to keep your account information secure and confidential.

8. USER RESPONSIBILITIES

Preparing your tax return

If you use our Platform to prepare a tax return, you agree that you are responsible for submitting complete and accurate information and for reviewing your tax return for errors prior to electronically filing or printing your return. You are responsible for preparing your return early enough to ensure meeting any tax filing deadlines.

We may offer certain interactive tools and services, including but not limited to a Tax Refund Calculator and other informational Tax Tools and Resources on our Site, and interview questions within the Platform. You acknowledge and agree that these tools and services are provided merely as a convenience to you, and that you retain ultimate responsibility for ensuring the accuracy and completeness of any information you submit while using the Platform.

You agree to review your tax return data for indications of obvious errors prior to transmitting that data.

Printing or electronically filing your return

If you choose to file your return electronically, your tax return will be converted to and stored in a standardized format for transmission to the applicable federal or state taxing authority. We may, but are under no obligation to, make certain non-substantive (e.g., formatting) changes to your return to conform with various e-filing requirements and standards.

TaxSlayer cannot guarantee that the taxing authority will accept your return, as rejections may occur due to circumstances beyond our control (e.g., incorrect user information, malfunction of the taxing authority's system, etc.). You agree that TaxSlayer shall assume no liability for any errors or delays; or the consequences thereof, whether caused by TaxSlayer or you, the internet, any computer, any software, any modem, telephone or data transmission companies, federal or state taxing authority, or any other cause. You are responsible for verifying the status of your return to confirm that it has been received and accepted by the applicable taxing authority and, if necessary, for filing it manually. For jurisdictions that do not accept electronic remittance, you must submit returns using standard paper methods.

You are responsible to pay any fees, if applicable, for filing or printing your return. The payment of all fees and charges for submitting or printing your tax return, as well as any fees to the IRS or state taxing authority where applicable, must be made by a valid credit, charge card, or bank refund transfer (using the File & Go option) and is non-refundable once you select the Print (view PDF) or File option. Any e-filing fees are non-refundable even if the return is rejected by the taxing authority.

Making purchases through the Site

If you wish to make purchases through the Site, you may be asked by the merchant or service provider from whom you are making the purchase to supply certain information, including credit card or other payment mechanism information. You agree not to hold TaxSlayer liable for any loss or damage of any sort incurred from any interactions with any merchant or service provider through the Site. You agree that all information you provide any merchant or information or service provider through the Site for purposes of making purchases will be accurate, complete, and current. The merchants and service providers offering merchandise and services through the Site set their own prices and may change prices or institute new prices at any time.

You agree to pay all charges incurred by users of your account and credit card or other payment mechanism at the prices in effect when such charges are incurred. You also will be responsible for paying any applicable taxes relating to purchases through the Site.

For more information on your eligibility for a refund, see our Refund Policy.

Prohibited activities

As a term of using our Platform, you agree not to engage in any of the following activities:

• copy, upload, post, publish, transmit, reproduce, publicly display, distribute, alter, or modify in any way, information, software, or other material obtained through the Platform which is protected by copyright, or other proprietary right, or create derivative works with respect thereto, for commercial purposes or otherwise, without obtaining permission of the copyright owner or rightsholder;

• upload, post, publish, reproduce, transmit or distribute in any way any component of the Site itself or derivative works with respect thereto, as the Site is copyrighted as a collective work under U.S. copyright laws;

• remove or modify TaxSlayer’s copyright notices, trademark, logo, legend or other notice of ownership from any part of the Platform;

• access, view, read, modify, reverse compile, reverse assemble, disassemble or print any source code or object code or other runtime objects, components or files distributed with any part of the Platform;

• reverse engineer, modify or copy the look and feel, functionality or user interface of any portion of the Platform;

• defeat, disable or circumvent any protection mechanism related to the Platform;

• rent, lease, distribute (or redistribute), provide, or otherwise make available the Platform, in any form, to any third party;

• share your account credentials, or otherwise share use or access of the Platform with any unauthorized person;

• link to, frame or mirror Web-based applications or any portion thereof;

• probe, scan or test the vulnerability of any of our systems or networks;

• attempt to gain unauthorized access to any of our systems or networks violate or attempt to violate the security of TaxSlayer’s networks or servers;

• breach security or authentication measures;

• access or attempt to access data not intended for you or log into a server or account which you are not authorized to access;

• use any data mining, robots, or similar data-gathering or data-extraction methods in relation to the Platform;

• restrict or inhibit any other user from using and enjoying the Platform, or otherwise interfere or attempt to interfere with the normal operation of our Platform, including by means of transmitting any virus, trojan horse, worm, malware, or other malicious code or software, or by overloading, flooding, spamming, mail bombing, or crashing any part of the Platform;

• post or transmit any advertisements, solicitations, chain letters, pyramid schemes, investment opportunities or schemes or other unsolicited commercial communication (except as otherwise expressly permitted by TaxSlayer); or

• use the Platform to transmit fraudulent information, create any false identity, or mispresent any false identity;

• post or transmit any unlawful, fraudulent, libelous, defamatory, obscene, pornographic, profane, threatening, abusive, hateful, offensive, or otherwise objectionable information of any kind, including without limitation any transmissions constituting or encouraging conduct that would constitute a criminal offense, give rise to civil liability, or otherwise violate any local, state, national or foreign law, including without limitation the U.S. export control laws and regulations;

• threaten, harass, berate or otherwise treat in a disrespectful or abusive manner any person or persons employed or engaged by TaxSlayer (including, without limitation, customer support representatives);

• reveal someone’s personal information, such as their address, private e-mail addresses, phone numbers, or bank account information on our Platform; or

• otherwise use the Platform in violation of any applicable federal, state, or local law.

TaxSlayer has no obligation to monitor the Platform. However, you acknowledge and agree that TaxSlayer has the right to monitor the Platform electronically from time to time and to disclose any information as necessary or appropriate to satisfy any law, regulation, or other governmental request, to operate the Platform properly, or to protect itself or its customers.

9. COMMUNICATION PREFERENCES AND CONSENT

From time to time, we may send you communications through the various channels that you have provided to us (e.g. , in-app messages, e-mail address, mailing address, phone number, SMS messaging). These communications may include, but are not limited to, tips and recommendations, special offers, and other account-related or transactional messages.

By accepting these Terms of Service and using the Platform (or in the case of receiving promotional messages through SMS, by giving us your express consent), you expressly agree to receive such communications from or on behalf of us, and you are deemed to have received such notices at the latest within two (2) business days from us posting or sending a notice. You may not opt out of receiving account-related or transactional communications.

You are responsible for keeping your account information, including your e-mail address, up to date. We assume no liability nor any responsibility for any consequences resulting from your provision or use of outdated, incomplete, or inaccurate information in connection with the Platform. If you would like to modify your ability to receive communication from our Platform, in some cases, you may control those settings within the settings or preferences. To unsubscribe from receiving general marketing messages from us, please go to our unsubscribe page.

IRS Circular 230 Notice

Nothing in our communications with you (including, but not limited to, any emails, web site content, attachments, enclosures or other accompanying materials) relating to any federal tax transaction or matter are considered to be "covered opinions" as described in Circular 230.

TaxSlayer SMS Program and TaxSlayer Return Updates Program Terms of Service

The TaxSlayer SMS Program (short code 69204) is used for marketing-related offers and promotions. The TaxSlayer Return Updates Program (short code TBD) is used to send you updates about your submitted tax return after e-filing. Both programs (collectively “SMS Program”) are separate from the single-message program (short code 89343) used for sending multi-factor authentication (“MFA”) codes for your account.

Consent to the SMS Program is optional; you are not required to opt in as a condition for creating an account or using the Platform.

The following terms apply when you opt in to receive marketing or return update messages through the SMS Program:

1. You verify that the mobile number provided to us is true and accurate. You verify that you are the current subscriber or owner of any phone number that you provide

2. You must have a wireless device of your own, capable of two-way messaging, be using a participating wireless carrier, and be a wireless service subscriber with text messaging service. Not all cellular phone providers carry the necessary service to participate. Check your phone capabilities for specific text messaging instructions.

3. By opting in to receive SMS messages at the number provided, you expressly agree to receive recurring automated text messages (such as SMS, MMS, or successor protocols or technologies) from us concerning our products, services, offers, promotions, and transactions, or your tax return, as applicable. When you opt in to the SMS Program, we will send you an SMS message to confirm your signup. You understand that consent is not required to make any purchase from us.

4. Message frequency varies. Message and data rates apply.

5. You can cancel either short code service at any time. Just text "STOP" to 69204 to be removed from the TaxSlayer SMS Program. After you send the message "STOP" to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us. If you want to join again, just sign up as you did the first time and we will start sending messages to you again.

6. If at any time you forget what keywords are supported, just text "HELP" to 69204. After you send the message "HELP" to us, we will respond with instructions on how to use our service as well as how to unsubscribe, or you can reach us for support at support@taxslayer.com.

7. We are able to deliver messages to the following mobile phone carriers:

• Major Carriers: AT&T, Verizon Wireless, Sprint, T-Mobile
• Minor Carriers: U.S. Cellular, Boost Mobile, MetroPCS, Virgin Mobile, Alaska Communications Systems (ACS), Appalachian Wireless (EKN), Bluegrass Cellular, Cellular One of East Central, IL (ECIT), Cellular One of Northeast Pennsylvania, Cricket, Coral Wireless (Mobi PCS), COX, Cross, Element Mobile (Flat Wireless), Epic Touch (Elkhart Telephone), GCI, Golden State, Hawkeye (Chat Mobility), Hawkeye (NW Missouri), Illinois Valley Cellular, Inland Cellular, iWireless (Iowa Wireless), Keystone Wireless (Immix Wireless/PC Man), Mosaic (Consolidated or CTC Telecom), Nex-Tech Wireless, NTelos, Panhandle Communications, Pioneer, Plateau (Texas RSA 3 Ltd), Revol, RINA, Simmetry (TMP Corporation), Thumb Cellular, Union Wireless, United Wireless, Viaero Wireless, and West Central (WCC or 5 Star Wireless).

8. As always, message and data rates may apply for any messages sent to you from us and to us from you. If you have any questions about your text plan or data plan, it is best to contact your wireless provider. For all questions about the services provided by this short code, you can send an email to support@taxslayer.com.

9. Carriers shall not be liable for delayed or undelivered messages.

10. You may provide information if you opt in to receive marketing or return update messages on your mobile device via either short code in the SMS Program. We do not share personal information collected through the SMS Program, including as part of the text messaging originator opt-in data and consent, to third parties. No personal information collected via our SMS Program will be sold, rented, or disclosed to unaffiliated third parties for their own marketing purposes.

If you have any questions regarding privacy, please read our Privacy Policy at https://www.taxslayer.com/policies/privacy/.

10. USER FEEDBACK

From time to time, TaxSlayer may offer opportunities to contribute ideas or feedback about the Platform (“User Feedback”). Unless otherwise indicated for a particular communication, any communications or material of any kind that you e-mail, post or otherwise transmit through this Website, including data, questions, comments or suggestions, will be treated as non-confidential and non-proprietary. By submitting User Feedback, you expressly acknowledge and agree that: (a) we are not under any obligation to you, including any obligation of payment of compensation or confidentiality, with respect to the User Feedback; and (b) we may freely use, assign, transfer, distribute, exploit, and further develop and modify any ideas, concepts, know-how or techniques in your User Feedback for any purpose including, but not limited to, developing and marketing products using such information without compensation to you. To the extent any copyright or other intellectual property ownership interest vests in you with respect to the User Feedback, you hereby grant us a worldwide, non-exclusive, royalty-free, fully paid up, irrevocable, sublicensable, and perpetual right and license to make, use, copy, sell, distribute, otherwise exploit, and create derivative works of the User Feedback. Further, you irrevocably release us from any and all liability that may result from or are related to the rights to the User Feedback.

Without limiting your right to post honest consumer reviews under applicable state or federal laws, you agree not to make any make any statement on our Platform, including but not limited to our blogs and community forums available on our Site, about TaxSlayer or its parent, subsidiaries, affiliates, employees, members, managers, or representatives, that is false, abusive, harassing, threatening, vulgar, obscene, pornographic, harmful, defaming, violative of any rights of privacy, or otherwise illegal or harmful.

11. EXPORT CONTROL AND LEGAL COMPLIANCE

The Platform is operated from the United States. We make no representation that the Platform, or content or information available via the Platform, is appropriate or available for use outside the United States, and access to it from jurisdictions where the content is illegal is prohibited. Those who choose to access the Platform from outside the United States do so at their own risk and initiative and are responsible for compliance with all applicable laws.

The Platform may be subject to U.S. export control laws, including, without limitation, the U.S. Export Administration Act and its associated regulations. You may not use or export any materials via our Platform in violation of any export, re-export or import laws and regulations of the United States or any other jurisdiction. You represent and warrant that you are not located in a country that is: (a) subject to an embargo by the United States or that has been designated by the U.S. Department of State as a state sponsor of terrorism; or (b) included on any list of prohibited, restricted, or sanctioned parties published by the United States.

12. DISCLAIMERS

THE SERVICES (INCLUDING ANY SOFTWARE AND CONTENT CONTAINED THEREIN) ARE LICENSED AND PROVIDED "AS IS" AND "AS AVAILABLE". ANY USE OF THE SERVICES WILL BE AT YOUR OWN RISK. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, WE DISCLAIM ANY AND ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING, WITHOUT LIMITATION, ANY IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, DATA LOSS, OR NON-INFRINGEMENT, OR ANY WARRANTIES WITH RESPECT TO THE ACCURACY, RELIABILTY, COMPLETENESS, OR AVAILABILITY OF ANY CONTENT OR INFORMATION, INCLUDING ANY WORKSHEETS OR FORMS, PROVIDED WITHIN THE PLATFORM. WE MAKE NO REPRESENTATIONS OR GUARANTEES THAT THE SERVICES WILL BE FREE FROM LOSS, DESTRUCTION, DAMAGE, CORRUPTION, ATTACK, VIRUSES, INTERFERENCE, HACKING, OR OTHER SECURITY INTRUSION, AND WE DISCLAIM ANY LIABILITY RELATING THERETO. WE MAKE NO GUARANTEES, REPRESENTATIONS, OR WARRANTIES THAT THE USE OF OR THE RESULTS OF THE USE OF THE SERVICES WILL MEET YOUR REQUIREMENTS, BE ACCURATE, RELIABLE, CURRENT, OR THAT OPERATION OF THE SERVICES WILL BE UNINTERRUPTED OR ERROR FREE.

YOU FURTHER ACKNOWLEDGE THAT THE OPERATION AND AVAILABILITY OF THE SYSTEMS USED FOR ACCESSING AND INTERACTING WITH THE SERVICES OR TRANSMITTING INFORMATION TO ANY TAXING AUTHORITIES CAN BE UNPREDICTABLE AND MAY, FROM TIME TO TIME, INTERFERE WITH OR PREVENT ACCESS TO THE SERVICES. WE ARE NOT RESPONSIBLE FOR ANY SUCH INTERFERENCE WITH, OR PREVENTION OF, YOUR USE OR ACCESS TO THE SERVICES BEYOND OUR REASONABLE CONTROL. WE ASSUME NO LIABILITY FOR ANY ERRORS OR DELAYS, OR THE CONSEQUENCES THEREOF, IN TRANSMITTING YOUR TAX RETURN, WHETHER CAUSED BY US, YOU, ANY TAXING AUTHORITY, OR ANY THIRD PARTY, OR BY ANY OTHER CAUSE.

WE DO NOT WARRANT THAT ALL VERSIONS OF ANY PRODUCT OR SERVICE OFFERED (E.G., MOBILE, DESKTOP, ONLINE) WILL CONTAIN THE SAME FEATURES, CONTENT, OR FUNCTIONALITY.

WE DO NOT PROVIDE TAX ADVICE. YOU AGREE THAT NEITHER TAXSLAYER NOR ANY PART OF ITS PLATFORM SHALL BE CONSTRUED AS A FINANCIAL ADVISOR, LEGAL ADVISOR, TAX ADVISOR, BANK, ACCOUNTING FIRM, OR ANY ADVISOR IN ANY CAPACITY. ANY INFORMATION CONTAINED ON THE PLATFORM IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY. WE DISCLAIM ANY RESPONSIBILITY FOR THE VALIDITY, ACCURACY, OR ADEQUACY OF ANY POSITIONS MADE BY YOU ON ANY TAX RETURNS PREPARED USING THE PLATFORM. YOU AGREE THAT YOU ARE RESPONSIBLE FOR ENSURING THAT THE RESULTS AND DOCUMENTS PRODUCED BY THE PLATFORM ARE CORRECT.

THESE DISCLAIMERS OF LIABILITY APPLY TO ANY DAMAGES OR INJURY CAUSED BY ANY FAILURE OF PERFORMANCE, ERROR, OMISSION, INTERRUPTION, DELETION, DEFECT, DELAY IN OPERATION OR TRANSMISSION, COMPUTER VIRUS, COMMUNICATION LINE FAILURE, THEFT OR DESTRUCTION OR UNAUTHORIZED ACCESS TO, ALTERATION OF, OR USE OF RECORD, WHETHER FOR BREACH OF CONTRACT, TORTIOUS BEHAVIOR, NEGLIGENCE, OR UNDER ANY OTHER CAUSE OF ACTION.

For additional disclaimers related to the Site, please see the Details and Disclosures in the website footer.

13. LIMITATION OF LIABILITY

OUR CUMULATIVE LIABILITY TO YOU OR ANY PARTY RELATED TO YOU FOR ANY LOSSES OR DAMAGES ARISING OUT OF OR RELATING TO THESE TERMS OF SERVICE OR USE OF THE PLATFORM WILL NOT EXCEED THE AMOUNT YOU ACTUALLY PAID FOR THE APPLICABLE PORTION OF THE SERVICES AT ISSUE WITHIN THE TWELVE-MONTH PERIOD IMMEDIATELY PRECEDING THE DATE OF YOUR CLAIM. THIS LIMITATION APPLIES TO ALL CAUSES OF ACTION OR CLAIMS IN THE AGGREGATE, INCLUDING, WITHOUT LIMITATION, BREACH OF CONTRACT, BREACH OF WARRANTY, INDEMNITY, NEGLIGENCE, STRICT LIABILITY, MISREPRESENTATION, AND OTHER TORTS.

IN NO EVENT SHALL WE BE LIABLE TO YOU OR ANY THIRD PARTY FOR ANY SPECIAL, INCIDENTAL, INDIRECT, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF PROFITS OR INVESTMENT, OR THE LIKE), OR FOR THE LOSS OF PROFIT, REVENUE, OR DATA, WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), OR OTHERWISE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. BECAUSE SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES, THE ABOVE LIMITATION MAY NOT APPLY TO YOU. IN SUCH STATES, THE RESPECTIVE LIABILITY OF TAXSLAYER, ITS EMPLOYEES, AGENTS, SUCCESSORS, ASSIGNS, AFFILIATES, WEBSITE CO-BRANDING PROVIDERS AND CONTENT OR SERVICE PROVIDERS RESPECTIVE LIABILITY IS LIMITED TO THE GREATEST EXTENT PERMITTED BY SUCH STATE LAW.

14. INDEMNIFICATION

You agree to defend (at our option), hold harmless, and indemnify us from and against all third-party claims and all liabilities, assessments, losses, costs and expenses (including reasonable attorneys’ fees), or damages resulting from or arising out of (a) your alleged or actual breach of these Terms of Service, including your representations and warranties; (b) your use or misuse of the Platform; (c) your placement or transmission of any message, information, software or other materials through the Site by you or users of your account; and/or (d) your alleged or actual infringement or violation of the rights of a third party, including without limitation any intellectual property rights, rights of publicity, and rights of privacy.

15. TERM; SUSPENSION AND TERMINATION

Subject to the terms of this section, these Terms of Service will remain in effect for as long as you use the Platform. You may cancel your account and terminate these Terms of Service at any time and for any reason. We may terminate these Terms of Service and your access to the Platform at any time and for any reason, with or without notice to you. Upon any termination of these Terms of Service, the rights and licenses granted to you hereunder, including your ability to access and use the Platform, will immediately terminate, and you shall immediately cease using any and all materials and other similar content in your possession or control that are proprietary to us. You agree that we will have no liability to you for any costs, losses, damages, or liabilities arising out of or related to the termination of these Terms of Service. Any provision of these Terms of Service that should, by its nature, survive termination of these Terms of Service will survive its termination.

In addition to any other suspension or termination rights of TaxSlayer pursuant to these Terms of Service, TaxSlayer may immediately suspend or terminate any Licenses, Subscriptions, or account(s), without notice, if TaxSlayer determines in its sole discretion that (a) Customer (including any Authorized User, Client or other person or entity acting through or on behalf of Customer) (i) has or has attempted to have damaged, harmed, or misused TaxSlayer’s software, server, network, or other systems; (ii) has threatened, harassed, berated or otherwise treated in a disrespectful or abusive manner any person or persons employed or engaged by TaxSlayer (including, without limitation, customer support representatives); or (iii) has obtained unauthorized access to the Product(s); or (b) as necessary or appropriate to comply with any law, regulation, court order, or other governmental request or order which requires immediate action or to otherwise protect TaxSlayer from potential legal liability or harm to its business.

Nothing contained in this Agreement will be construed to limit TaxSlayer’s actions or remedies or act as a waiver of TaxSlayer’s rights in any way with respect to any of the foregoing activities. TaxSlayer will not be responsible for any loss or damages incurred by Customer as a result of any termination or suspension of access as set forth in this section.

16. ASSIGNMENT

We may assign these Terms of Service or delegate any of our rights or obligations hereunder, or any part thereof, to any third party, including our successor-in-interest, without requiring your written consent. You may not assign these Terms of Service in whole or in part, for any reason. These Terms of Service will be binding upon and will inure to the benefit of the parties and their heirs, executors, administrators, successors, and assigns.

17. THIRD-PARTY BENEFICIARIES

Except with respect to platform providers through which you download or use applications certified by us, nothing in these Terms of Service, either express or implied, is intended to or will be deemed to confer upon any other person or entity any right, benefit, or remedy of any nature whatsoever under or by reason of these Terms of Service.

18. GOVERNING LAW AND DISPUTES

Governing law

These Terms of Service, including all claims relating to or arising hereof or breach thereof, whether sounding in contract, tort, or otherwise, will be governed and construed in accordance with the laws of the state of Georgia, excluding its choice-of-law principles.

Applicability of section

The terms of this section will apply to all disputes, claims, or controversies that may arise out of, are connected with, or relate to these Terms of Service or the Platform, subject only to the following exceptions: (1) if we reasonably believe that you have in any manner acted or failed to act in any manner that may cause harm to us or any third party, we may seek injunctive or other appropriate relief in any court of competent jurisdiction; or (2) any dispute may, at the option of either party, be resolved in small claims court in Augusta, Georgia, provided that such claim (i) fall within the jurisdiction of the small claims court, and (ii) were unsuccessfully resolved through the informal resolution and arbitration procedures required below.

You agree that, except as provided below, any dispute, claim or controversy arising out of or relating in any way to the Platform will be determined by binding arbitration or small claims court, instead of in courts of general jurisdiction.

In no event will the terms of this section limit our ability to investigate complaints or reported violations of these Terms of Service, or to take any action we deem necessary and appropriate to mitigate actions against us, including reporting any suspected unlawful activity to law enforcement officials, regulators, or other third parties.

The terms of this Section apply to all disputes and actions, even if the circumstances or relationship giving rise to such disputes or actions occurred prior to this version of the Terms of Service (or such modification). However, these terms do not apply to any dispute which you have asserted, or any action which you have initiated, prior to the effective date of these Terms. If any modification of the terms of this Section is deemed to be unlawful, void or for any reason unenforceable, then the dispute resolution provisions effective at the time of your agreement to these Terms of Service shall govern any dispute or disagreement between you and us regarding the Platform, our Services, or this Agreement.

Class action and jury waiver 

THE PARTIES WAIVE THE RIGHT TO TRIAL BY JURY OR TO PARTICIPATE IN A CLASS ACTION, MASS ACTION, GROUP ACTION, REPRESENTATIVE ACTION, AND/OR COLLECTIVE ACTION IN ANY DISPUTE. EACH PARTY MAY PROCEED AS TO ANY DISPUTE ONLY IN THAT PARTY'S INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS ACTION, MASS ACTION, GROUP ACTION, REPRESENTATIVE ACTION, AND/OR COLLECTIVE ACTION.

Informal resolution

If you have any dispute with us or any related third party, arising out of, relating to, or connected with these Terms of Service or the Platform, you agree to contact us directly and provide a brief, written description of the dispute and your contact information (including your username, if your dispute relates to an account); and give us thirty (30) days from the date of filing your written description with us within which to resolve the dispute to your reasonable satisfaction.

Promptly following receipt of such notice, we will personally meet, via telephone or videoconference, in a good-faith effort to confer with each other and try to resolve informally any dispute covered by these Terms of Service. If you are represented by counsel, your counsel may participate in the conference as well, but you agree to fully participate in the conference personally. Likewise, if we are represented by counsel, our counsel may participate in the conference as well, but we agree to have a company representative fully participate in the conference.

The statute of limitations and any filing deadlines shall be tolled while the Parties engage in the Informal Resolution process.

In the event we are unable to resolve any dispute through an informal dialogue, a third-party arbitrator or small claims court will help us resolve any disputes we might have, and you agree that any disputes will be resolved on an individual basis rather than as a class or collective action. Failure to complete the Informal Resolution process is grounds for dismissal of any Arbitration.

Arbitration

Any claims by us, or claims by you that are not resolved by the informal resolution procedure described above, arising out of, relating to, or connected with these Terms of Service, other than a claim by TaxSlayer for injunctive or other equitable relief, shall be settled confidentially by a single arbitrator with arbitration conducted in Augusta, Georgia (or via remote conferencing where appropriate and permitted to mitigate costs of travel). 

The arbitrator will be selected by mutual agreement, and if the Parties are unable to agree on an arbitrator, each Party may petition the State courts of the State of Georgia or the United States District Court for the Southern District of Georgia to appoint on arbitrator meeting the requirements herein from the arbitrators proposed by the Parties.  

The Parties agree that neither JAMS nor the American Arbitration Association (“AAA”) shall administer the Arbitration or appoint the Arbitrator. However, the Arbitration shall be administered pursuant to JAMS’ Streamlined Arbitration Rules and Procedures or other comparable rules to which the parties agree. For the avoidance of doubt, the selection of JAMS rules does not mean that JAMS will administer the Arbitration or appoint the Arbitrator. 

These Terms of Service and each of its parts evidence a transaction involving interstate commerce, and the Federal Arbitration Act (9 U.S.C. § 1 et seq.) will apply in all cases and govern the interpretation and enforcement of the arbitration rules and arbitration proceedings. Judgment on the award rendered by the arbitrator may be entered in any court of competent jurisdiction.

In addition to and notwithstanding the terms stated above, the following will apply to your disputes: (1) the arbitration proceeding and results thereof will be kept confidential by each party; (2) the arbitrator, and not any federal, state, or local court or agency, will have exclusive authority to resolve any dispute relating to the interpretation, applicability, enforceability, or formation of these Terms of Service including any claim that all or any part of these Terms of Service is void or voidable; (3) because the Parties agree that because disputes or actions can be brought only in an individual capacity, and expressly waive the right to participate in a class action, mass action, group action, representative action, and/or collective action in any dispute, the arbitrator will not have the power to conduct any form of class or collective arbitration, nor join or consolidate claims by or for individuals; and (4) the Parties hereby irrevocably waive any right to a court trial (other than small claims court as provided above) or to serve as a representative, as a private attorney general, or in any other representative capacity, or to participate as a member of a class of claimants, in any lawsuit, arbitration, or other proceeding against us or related third parties arising out of, relating to, or connected with these Terms of Service.

Arbitration costs

If the Arbitrator finds that the costs and fees of an Arbitration you initiate will be prohibitive for you as compared to the costs of litigation, we will pay as much of your filing, arbitrator, and hearing fees in the Arbitration as the Arbitrator deems necessary to prevent the Arbitration from being cost-prohibitive to you, based on your individual circumstances, regardless of the outcome of the Arbitration, unless the Arbitrator determines that your claim(s) were frivolous or asserted in bad faith. You are responsible for all other attorneys’ fees and expenses for an Arbitration initiated by you. If we initiate an Arbitration against you, we will pay all costs associated with the Arbitration (other than your attorneys’ fees and expenses unless permitted to be recovered under the arbitration rules or applicable law).

Limitation of actions

Regardless of any statute or law to the contrary, you agree that any claim or cause of action arising out of, relating to, or connected with your use of the Platform or any term or condition of these Terms of Service, must be filed within twelve (12) months of the date the facts giving rise to the action or dispute were known or should have been known by you, or forever be barred. This statute of limitations and any filing deadlines shall be tolled while the Parties engage in the Informal Resolution process.

Termination rights

Your 30-day right to opt out. You have the right to opt-out and not be bound by the specific “Arbitration” and necessarily, the “Arbitration Costs” subsections set forth above, by sending written notice of your decision to opt-out to the following address via certified mail: 945 Broad Street, Augusta, GA 30901. The notice must be sent within thirty (30) days of your first use of the Platform following the effective date of these Terms of Service, otherwise you shall be bound to arbitrate disputes in accordance with these Terms. If you opt-out of the specific “Arbitration” and “Arbitration Costs” subsections above, TaxSlayer also will not be bound by them.

TaxSlayer right to terminate mandatory dispute resolution program. At any time, TaxSlayer may terminate its agreement to this Section. That termination will not affect any action that has already been initiated.

19. GENERAL CONTRACT PROVISIONS

Waiver

The failure of TaxSlayer to exercise or enforce any right or provision of the Terms of Service shall not constitute a waiver of such right or provision. If any provision of these Terms of Service is found to be contrary to any law or regulation of an administrative or governmental agency or body, such provision will be modified and interpreted to accomplish the objectives of such provision to the greatest extent possible under applicable law, and the remaining provisions will continue in full force and effect. In the event such a provision cannot be modified and becomes invalidated or unenforceable, its invalidation or unenforceability will not affect the validity or enforceability of any other provision of these Terms of Service.

Entire Terms of Service

These Terms of Service, together with our Privacy Policy and Refund Policy, as each may be amended from time to time, constitutes the complete and exclusive Terms of Service between you and us with respect to the subject matter hereof and supersedes all prior or contemporaneous oral or written communications, proposals, representations, understandings, or Terms of Services not specifically incorporated herein.

Changes in terms and conditions

From time to time, we may add to, modify, or revise these Terms of Service. If a change is determined in our sole discretion to be material, we will notify you by e-mail, via your Account Hub, or by posting a notice on this page. You agree that such modified Terms of Service will be effective upon our posting of such updates, unless otherwise set forth by us. Your continued use of the Platform after such change becomes effective will constitute your affirmative acceptance to the modified Terms of Service. If you do not agree to, or cannot comply with, the Terms of Service as amended, you must stop using the Platform.

You agree that such modified Terms of Service will be effective upon our posting of such updates, unless otherwise set forth by us. Your continued use of the Platform after such change becomes effective will constitute your affirmative acceptance and agreement to the modified Terms of Service at the time of use. If you do not agree to, or cannot comply with, the Terms of Service as amended, you must stop using the Platform.

Questions

If you have any questions regarding these Terms of Service, you may contact us at support@taxslayer.com or via First Class Registered U.S. mail, overnight courier, or personal service to TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901.