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License Agreement

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IMPORTANT INFORMATION

TaxSlayer.com is a service (Website, Mobile Application, Mobile Website et al.) of TaxSlayer® for Tax Year @(TaxYear) on-line tax return preparation. TaxSlayer (including its related user instructions and content) and, if selected by the user, TaxSlayer's Electronic Filing Services (defined below), Legal Lightning (a will and estate planning forms system), IRS Audit Defense (professional representation in the event you are audited) and Audit Assistance (guided assistance in the event of an IRS Notice) are collectively referred to as the 'Services'

You may not use the Services until you have read this Agreement and indicated your unconditional acceptance of it by signing and creating an account. If you do not accept this Agreement, you should terminate your use of the Services.

As used in this Agreement, the terms 'you', 'your' or 'user' are synonymous, and refer to the person using the Services in any way. A 'registered user' is a user from whom TaxSlayer has received the information necessary to permit such person to print or electronically file a tax return prepared using the Services and who complies with the terms and conditions of this Agreement. Note that you must be a registered user to be eligible for the guarantee and limited warranty described below

TaxSlayer is 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 the European Union. Though GDPR does not apply, TaxSlayer meets and exceeds 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)

Permitted Uses and Restrictions on Use

You are granted a personal, limited, non-exclusive, non-transferable license to use the Services to prepare a single valid tax return and, after proper registration and any applicable payment, to file electronically such tax return. You agree that TaxSlayer is not acting as your agent or fiduciary in connection with your use of the Services or any Third Party Services (see below). You may not use the Services 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 Services 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 Services, and you shall not infringe or violate such rights. You shall not attempt to access any other of TaxSlayer's systems, programs or data that are not made available for public use. Additionally, no material from this site may be copied, reproduced, republished, uploaded, posted, transmitted, resold, or distributed in any way without TaxSlayer's written permission. Modification or use of materials on the site for any purpose other than those permitted in this Agreement is a violation of TaxSlayer's patent, copyright, trade secret, trade name, trademark and/or other proprietary rights.

You agree to review your tax return for indications of obvious errors prior to electronically filing your return. You are responsible for acquiring and maintaining all equipment, computers, software and communications services (such as SMS text messaging or other phone charges by a carrier) relating to the access and use of the Services, and for all related expenses and applicable taxes. The payment of all fees and charges to TaxSlayer, if applicable, must be made by your valid credit or debit card (or other payment mechanism made available through the Service) and, except as otherwise provided herein, all fees and charges are non-refundable.

Security and Data Storage

You are the only person authorized to use your user name and password. You shall not permit or allow other persons to have access to or use your user name and password, except if you choose to provide that information to TaxSlayer's authorized technical support personnel to assist you. You are responsible for the use of the Services under your user name, and for maintaining the confidentiality of your user name and password. For security purposes, TaxSlayer will not disclose your password if you lose or forget it. If you forget your user name or password you will need to start your tax return over from the beginning with a new user name and password. You must remember your user name and password to electronically transfer your tax return information into next year's tax return. Although TaxSlayer has taken reasonable measures to protect the security of your tax return information, TaxSlayer (i) does not guarantee the security of information collected during your use of the Services, (ii) shall not be liable in any way for a compromise of your data, and (iii) except to the extent required by applicable law, has no obligation to store or maintain any information you provide to it. You agree to print or save a copy of your tax return for your records.

Electronic Filing Services

If you choose to file your return electronically, your tax return will be forwarded to TaxSlayer's Electronic Filing Center, where it will be converted to and stored in a standardized format and then transmitted to the applicable federal and/or state taxing authority (the 'Electronic Filing Services'). TaxSlayer cannot guarantee that the taxing authority will accept your return due to circumstances beyond TaxSlayer's control (e.g., incorrect user information, malfunction of the taxing authority's system, communications system problems, etc.). You are responsible for filing your tax return in sufficient time to meet any filing deadlines and 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. As an additional method for detecting fraud in tax information transmitted via the Internet, in connection with the electronic filing of your tax return, the Internal Revenue Service (IRS) requires TaxSlayer to notify it of the Internet Protocol (IP) address of the computer from which the return originated and whether the email address of the person electronically filing the return has been collected. By using the Electronic Filing Services to prepare and submit your tax return, you consent to the disclosure to the IRS and any other tax or revenue authority of all information pertaining to your use of the Services.

Operation

TaxSlayer currently expects to make the Services available for the preparation of tax year @(TaxYear) tax returns until October 15, @(TaxYear + 1). However, TaxSlayer has the right at any time and for any reason to modify or discontinue any aspect or feature of the Services, including but not limited to its content, functionality or hours of availability, the equipment needed for its access or use, or its pricing. You should confirm that the pricing for your use of the Services has not changed, particularly if some time has passed between the date you start your tax return and the date you finish and are ready to file or print and pay for it. TaxSlayer is not responsible for the inability to file or the late filing of your tax return due to such discontinuation of Services, and you acknowledge that you should file your tax return in sufficient time to meet any filing deadlines. In addition, TaxSlayer reserves the right, at any time, to change the terms of this Agreement by publishing notice of such changes on its Internet site. Any use of the Services by you after TaxSlayer's publication of any such changes shall constitute your acceptance of this Agreement as modified. 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.

Third Party Services

Services, products, offers and promotions provided by third parties, and not by TaxSlayer, are made available in connection with the marketing, distribution and use of the Services, including but not limited to: SecurelyID and our financial partners ('Third Party Services'). The Third Party Services may include refund transfers, refund advances and live tax advice, among others. You are responsible for reviewing and understanding the terms and conditions governing any Third Party Services, and your participation in such Third Party Services indicates your acceptance of such terms and conditions. TaxSlayer is not responsible for the performance of Third Party Service providers in connection with the Third Party Services or otherwise. If you elect to use refund transfer products and you do not receive a tax refund that is sufficient to pay your TaxSlayer fees and any applicable sales tax, TaxSlayer will notify you by email and provide you with alternative methods of payment (i.e., pay with a credit card or ACH). Following proper notice, if you do not take action to make alternative payment arrangements, the TaxSlayer fees and any applicable sales tax will be deducted from the bank account you provide as your direct deposit bank account.

Data Import Capability

TaxSlayer employs various different methods that allow you to import tax return data for use during the preparation of your tax return. These Services include but are not limited to PDF Import, Direct W2 Import, and Photographic W2 import. Use of these services is done at your own risk. TaxSlayer does not guarantee the accuracy or completeness of data imported by or on the behalf of the customer. We do not warrant that this process is error free. Final review and approval of all imported data is the sole responsibility of the customer. You agree to hold TaxSlayer harmless in the event any damages occur as the result of wrongfully imported data. Liability in this regard is strictly limited to the amount of fees paid to TaxSlayer.


Privacy of Customer Information

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Satisfaction Guaranteed for Registered Users

If a registered user is not 100% satisfied with the Services, such registered user shall immediately stop using the Services and contact TaxSlayer Customer Service within 60 days of paying for the Services to request a full refund of the fees paid by such registered user (if any) to TaxSlayer for using the Services. Such full refund shall be TaxSlayer's and its Participating Parties' (defined below) entire liability and a registered user's exclusive remedy. Please reference your Social Security number when requesting a refund.

Limited Warranty for Registered Users

TaxSlayer warrants only to its registered users the accuracy of the calculations on every form validly prepared using the Services. If you, as a registered user, pay an IRS or state penalty and/or interest solely because of a calculation error on a form prepared using the Services 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. In this regard, you are responsible for keeping TaxSlayer informed promptly of any change in your email address and mailing address and phone number so that notices of such updates or corrections can be provided by TaxSlayer. If you believe such a calculation error occurred and you have complied with the above conditions, please notify TaxSlayer in writing at TaxSlayer, Attn: TaxSlayer 3003 Allen Drive, Augusta, GA 30901 as soon as you learn of the mistake (and in no event later than 30 days after the penalty or interest is assessed). You must include a copy of the IRS/state notice, evidence of payment of the specified penalty and/or interest, a copy of the applicable hardcopy tax return, your user identification and password and, if available, a diskette with the applicable tax return data file on it. In any event, the filing of such a claim shall constitute your authorization for TaxSlayer to obtain and review any data files that may be in TaxSlayer's possession or control to evaluate your claim. You are responsible for paying any additional tax liability you may owe, and providing any other information TaxSlayer reasonably requests.

DISCLAIMER OF WARRANTIES

EXCEPT AS EXPRESSLY PROVIDED ABOVE, THE SERVICES ARE PROVIDED 'As Is' AND, TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TaxSlayer AND ITS AFFILIATES, LICENSORS, DISTRIBUTORS, THIRD PARTY CONTENT OR SERVICE PROVIDERS, ADVERTISERS, WEB-LINK PROVIDERS, SUPPLIERS, OR FINANCIAL INSTITUTIONS (COLLECTIVELY, THE 'PARTICIPATING PARTIES') DISCLAIM ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE SERVICES AND THEIR RELATED MATERIALS, INCLUDING THEIR FITNESS FOR A PARTICULAR PURPOSE, THEIR QUALITY, THEIR TITLE, THEIR MERCHANTABILITY AND THEIR NON-INFRINGEMENT. Some states do not allow the exclusion of implied warranties, so the above exclusions may not apply to you. In that event, any implied warranties are limited in duration to 60 days from the date of purchase of the Services. However, some states do not allow limitations on how long an implied warranty lasts, so the above limitation may not apply to you. This warranty gives you specific legal rights, and you may have other rights that vary from state to state.

TaxSlayer does not warrant that the Services are secure, free from bugs, interruptions, errors, or other program limitations. You acknowledge that use of the Internet presents certain risks relating to viruses or other harmful components. You (and not TaxSlayer) assume the entire cost of all-necessary servicing, repair, or correction of problems with your software or your hardware caused by viruses or other harmful components.

Tax laws and regulations may change frequently and their application can vary widely based upon the specific facts and circumstances involved. Users are responsible for consulting with their own professional tax advisors concerning their specific tax circumstances. TaxSlayer disclaims any responsibility for the accuracy or adequacy of any positions taken by users in their tax returns.

All warranties or guarantees given or made by TaxSlayer with respect to the Services (1) are for the benefit of the registered user of the Services only and are not transferable, and (2) shall be null and void if you breach any terms or conditions of this Agreement.

LIMITATION OF LIABILITY AND DAMAGES

You acknowledge that the operation and availability of the communications systems used for accessing and interacting with the Services or to transmit information to the taxing authorities (e.g., the public telephone, computer networks and the Internet) can be unpredictable and may, from time to time, interfere with or prevent access to Services or their operation. TaxSlayer is not in any way responsible for any such interference with or prevention of your use of or access to Services.

YOU AGREE THAT YOU WILL NOT HOLD TaxSlayer LIABLE FOR ANY LOSS OR DAMAGE INCURRED AS A RESULT OF YOUR PARTICIPATION IN THIRD PARTY SERVICES. ADDITIONALLY, EXCEPT FOR THE ABOVE REIMBURSEMENT FOR CALCULATION ERRORS, YOUR EXCLUSIVE REMEDY AND THE ENTIRE LIABILITY OF TaxSlayer AND THE PARTICIPATING PARTIES FOR ANY REASON SHALL BE LIMITED TO THE AMOUNT PAID BY YOU FOR THE SERVICES OR THE THIRD PARTY SERVICES, AS APPLICABLE. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, TaxSlayer AND THE PARTICIPATING PARTIES ARE NOT LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING DAMAGES FOR LOSS OF BUSINESS, LOSS OF DATA, LOSS OF PROFITS OR INVESTMENT OR THE LIKE), WHETHER BASED ON BREACH OF CONTRACT, BREACH OF WARRANTY, TORT (INCLUDING NEGLIGENCE), PRODUCT LIABILITY OR OTHERWISE, EVEN IF TaxSlayer OR THE PARTICIPATING PARTIES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES AND EVEN IF A REMEDY SET FORTH HEREIN IS FOUND TO HAVE FAILED OF ITS ESSENTIAL PURPOSE. Some states do not allow the limitation and/or exclusion of liability for incidental or consequential damages, so the above limitation or exclusion may not apply to you.

The limitations of damages or liability set forth in this Agreement are fundamental elements of the basis of the bargain between TaxSlayer and you. You acknowledge and agree that TaxSlayer would not be able to provide this product on an economic basis without such limitations.

DISPUTE RESOLUTION

WE HOPE TO MAKE YOU A HAPPY CUSTOMER, BUT IF THERE'S AN ISSUE THAT NEEDS TO BE RESOLVED, THIS SECTION OUTLINES WHAT'S EXPECTED OF BOTH OF US.

YOU AND TaxSlayer BOTH AGREE TO RESOLVE DISPUTES ONLY BY ARBITRATION. YOU UNDERSTAND AND AGREE THAT IN SUCH ARBITRATION YOU ARE LIMITED TO THE LIMITATIONS, REMEDIES AND DAMAGES OTHERWISE SET OUT IN THIS AGREEMENT. YOU UNDERSTAND THAT BY THIS AGREEMENT YOU ARE GIVING UP THE RIGHT TO BRING A CLAIM IN COURT OR IN FRONT OF A JURY. WHILE THE PROCEDURES MAY BE DIFFERENT, AN ARBITRATOR CAN AWARD YOU THE SAME DAMAGES AND RELIEF, AND MUST HONOR THE SAME TERMS IN THIS AGREEMENT, AS A COURT WOULD. IF THE LAW ALLOWS FOR AN AWARD OF ATTORNEYS' FEES, AN ARBITRATOR CAN AWARD THEM TOO. WE ALSO BOTH AGREE THAT:

(1) THE FEDERAL ARBITRATION ACT APPLIES TO THIS AGREEMENT. ANY DISPUTE THAT IN ANY WAY RELATES TO OR ARISES OUT OF THIS AGREEMENT OR FROM ANY SERVICES YOU RECEIVE FROM US (OR FROM ANY ADVERTISING FOR ANY SUCH PRODUCTS OR SERVICES) OR CLAIMS AGAINST US ARISING OUT OF THIRD PARTY SERVICES, INCLUDING ANY DISPUTES YOU HAVE WITH OUR EMPLOYEES OR AGENTS, WILL BE RESOLVED BY ONE OR MORE NEUTRAL ARBITRATORS BEFORE THE AMERICAN ARBITRATION ASSOCIATION ('AAA') OR BETTER BUSINESS BUREAU ('BBB').

(2) UNLESS YOU AND TaxSlayer AGREE OTHERWISE, THE ARBITRATION WILL TAKE PLACE IN COLUMBIA COUNTY, GEORGIA. FOR AWARDS OVER $10,000, THE LOSER CAN ASK FOR A PANEL OF THREE NEW ARBITRATORS TO REVIEW THE AWARD. FOR CLAIMS OF $10,000 OR LESS, THE PARTY BRINGING THE CLAIM CAN CHOOSE EITHER THE AAA'S RULES FOR CONSUMER DISPUTES OR THE BBB'S RULES FOR BINDING ARBITRATION. YOU CAN GET PROCEDURES, RULES AND FEE INFORMATION FROM THE AAA (WWW.ADR.ORG), THE BBB (WWW.BBB.ORG) OR FROM US. FOR CLAIMS OF $10,000 OR LESS, YOU CAN CHOOSE WHETHER YOU'D LIKE THE ARBITRATION CARRIED OUT BASED ONLY ON DOCUMENTS SUBMITTED TO THE ARBITRATOR, OR BY A HEARING IN PERSON OR BY PHONE.

(3) THIS AGREEMENT DOESN'T ALLOW CLASS OR COLLECTIVE ARBITRATIONS EVEN IF THE AAA OR BBB PROCEDURES OR RULES WOULD. NOTWITHSTANDING ANY OTHER PROVISION OF THIS AGREEMENT, THE ARBITRATOR MAY AWARD MONEY OR INJUNCTIVE RELIEF ONLY IN FAVOR OF THE INDIVIDUAL PARTY SEEKING RELIEF AND ONLY TO THE EXTENT NECESSARY TO PROVIDE RELIEF WARRANTED BY THAT PARTY'S INDIVIDUAL CLAIM. NO CLASS OR REPRESENTATIVE OR PRIVATE ATTORNEY GENERAL THEORIES OF LIABILITY OR PRAYERS FOR RELIEF MAY BE MAINTAINED IN ANY ARBITRATION HELD UNDER THIS AGREEMENT. THE ARBITRATOR MAY NOT CONSOLIDATE MORE THAN ONE PERSON'S CLAIMS, AND MAY NOT OTHERWISE PRESIDE OVER ANY FORM OF A REPRESENTATIVE OR CLASS PROCEEDING. ANY QUESTION REGARDING THE ENFORCEABILITY OR INTERPRETATION OF THIS PARAGRAPH SHALL BE DECIDED BY A COURT AND NOT THE ARBITRATOR.

(4) IF EITHER OF US INTENDS TO SEEK ARBITRATION UNDER THIS AGREEMENT, THE PARTY SEEKING ARBITRATION MUST FIRST NOTIFY THE OTHER PARTY OF THE DISPUTE IN WRITING AT LEAST 30 DAYS IN ADVANCE OF INITIATING THE ARBITRATION. NOTICE TO TaxSlayer SHOULD BE SENT TO TaxSlayer DISPUTE RESOLUTION MANAGER, 945 BROAD ST, AUGUSTA, GA 30901. THE NOTICE MUST DESCRIBE THE NATURE OF THE CLAIM AND THE RELIEF BEING SOUGHT. IF WE ARE UNABLE TO RESOLVE OUR DISPUTE WITHIN 30 DAYS, EITHER PARTY MAY THEN PROCEED TO FILE A CLAIM FOR ARBITRATION.

(5) WE ALSO OFFER CUSTOMERS THE OPTION OF PARTICIPATING IN A FREE INTERNAL MEDIATION PROGRAM. THIS PROGRAM IS ENTIRELY VOLUNTARY AND DOES NOT AFFECT EITHER PARTY'S RIGHTS IN ANY OTHER ASPECT OF THESE DISPUTE RESOLUTION PROCEDURES. IN OUR VOLUNTARY MEDIATION PROGRAM, WE WILL ASSIGN AN EMPLOYEE WHO'S NOT DIRECTLY INVOLVED IN THE DISPUTE TO HELP BOTH SIDES REACH AN AGREEMENT. THAT PERSON HAS ALL THE RIGHTS AND PROTECTIONS OF A MEDIATOR AND THE PROCESS HAS ALL OF THE PROTECTIONS ASSOCIATED WITH MEDIATION. FOR EXAMPLE, NOTHING SAID IN THE MEDIATION CAN BE USED LATER IN AN ARBITRATION OR LAWSUIT. IF YOU'D LIKE TO KNOW MORE, PLEASE CONTACT US THROUGH CUSTOMER SERVICE. IF YOU'D LIKE TO START THE MEDIATION PROCESS, PLEASE CALL CUSTOMER SERVICE FOR A NOTICE OF DISPUTE FORM TO FILL OUT, AND MAIL, FAX OR EMAIL IT TO US ACCORDING TO THE DIRECTIONS ON THE FORM.

(6) AN ARBITRATION AWARD AND ANY JUDGMENT CONFIRMING IT APPLY ONLY TO THAT SPECIFIC CASE; AND CANNOT BE USED IN ANY OTHER CASE EXCEPT TO ENFORCE THE AWARD ITSELF.

(7) IF FOR SOME REASON THE PROHIBITION ON CLASS ARBITRATIONS SET FORTH IN SUBSECTION (3) CANNOT BE ENFORCED, THEN THE AGREEMENT TO ARBITRATE WILL NOT APPLY.

(8) IF FOR ANY REASON A CLAIM PROCEEDS IN COURT RATHER THAN THROUGH ARBITRATION, YOU AND TaxSlayer AGREE THAT THERE WILL NOT BE A JURY TRIAL. YOU AND TaxSlayer UNCONDITIONALLY WAIVE ANY RIGHT TO TRIAL BY JURY IN ANY ACTION, PROCEEDING OR COUNTERCLAIM ARISING OUT OF OR RELATING TO THIS AGREEMENT IN ANY WAY. IN THE EVENT OF LITIGATION, THIS PARAGRAPH MAY BE FILED TO SHOW A WRITTEN CONSENT TO A TRIAL BY THE COURT.

(9) IF FOR ANY REASON A CLAIM PROCEEDS IN COURT RATHER THAN THROUGH ARBITRATION, YOU AND TaxSlayer AGREE THAT VENUE LIES EXCLUSIVELY IN A COURT OF COMPETENT JURISDICTION IN COLUMBIA COUNTY, GEORGIA, AND (except as provided in any Section of this Agreement relating to Arbitration) SUCH COURT SHALL BE A PROPER FORUM IN WHICH TO ADJUDICATE SUCH DISPUTE. THE PARTIES AGREE (except as provided in any Section of this Agreement relating to Arbitration) TO WAIVE ANY DEFENSE THAT THEY MAY HAVE BASED UPON IMPROPER VENUE OR LACK OF PERSONAL JURISDICTION, AND TO SUBJECT THEMSELVES TO THE JURISDICTION AND VENUE OF ANY SUCH AFORESAID COURT. Provided that any removal from state court to federal court shall be removed to, be heard and determined exclusively by the United States District Court for the Southern District of Georgia.

GOVERNING LAW

This Agreement and the rights and duties of the parties hereto shall be governed by, construed and enforced in accordance with the laws of the State of Georgia as applied to agreements entered into and to be performed entirely within Georgia without regard to its choice of law or conflicts of law principles and applicable federal law (except with respect to the provisions for Arbitration herein which shall be governed by Federal Law).

Miscellaneous

TaxSlayer shall have the right to immediately terminate your access to or use of the Services in the event of any activities which are in breach of this Agreement or conduct which, in TaxSlayer's judgment, interferes with the operation or use of the Services (e.g., excessive usage of the Services which disrupts the use of the Services by other users). Termination of this Agreement automatically terminates your license and authorization to use and/or access Services and any content or other material contained therein. TaxSlayer is entitled to enforce its rights hereunder by an action for damages or for specific performance, injunctive or other equitable relief.

This Agreement sets forth TaxSlayer's and the Participating Parties' entire liability and your exclusive remedy with respect to the Services, and is a complete statement of the agreement between you and TaxSlayer. Headings are included for convenience only, and shall not be considered in interpreting this Agreement. This Agreement does not limit any rights that TaxSlayer may have under trade secret, trademark, copyright, patent or other laws. The employees of TaxSlayer and its Participating Parties are not authorized to make modifications to this Agreement, or to make any additional representations, commitments, or warranties binding on TaxSlayer, except in a writing signed by an authorized officer of TaxSlayer. If any provision of this Agreement is invalid or unenforceable under applicable law, then it shall be, to that extent, deemed omitted and the remaining provisions will continue in full force and effect.

Approved and Effective 9/23/2021

Privacy Policy

Last update on March 2nd, 2023
 

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 (www.taxslayer.com), and mobile applications (collectively, the “Platform”). As a financial services and technology company, TaxSlayer LLC (“TaxSlayer”, “we”, and “us”) provides these guidelines to explain what information we may gather 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 explained in our Privacy Policy. 

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 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 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 comply with the Gramm-Leach-Bliley Act.

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 social media features such as like or share buttons or widgets. These social media features may collect your IP address and which page you are visiting on our site, and may set a cookie to enable the feature to function properly. Your interactions with a feature or widget is governed by the privacy policy of the company providing it. For more information about cookies and to opt out, click here.

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, including 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.

• Demographic information.

• 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.

• 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 tracking technologies to collect the following 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.

• Internet service provider

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

• Operating system and browser type

• 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 page views, mouse clicks, movements, and scrolling activity, events that occur on the Platform; performance information; and referring and exit pages

For more information about cookies and a list of our partners that collect the information described above, click here.

You may be able to limit access of some of these technologies at the individual browser or device level; however, this limitation may disable or limit some of the features offered. For example, our mobile application may send you push notifications from time to time in order to update you about any events or promotions that we may be running. If you no longer wish to receive these types of communications, you may turn them off at the device level. To ensure you receive proper notifications, we will need to collect certain information about your device such as operating system and user identification information.

Children's information

Our products and services are not intended for or directed to children under the age of 13, nor do we knowingly collect personal information from anyone under the age of 13.

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. 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, and to provide you with other products and services you specifically request or consent to, unless otherwise allowed under applicable law.

• Service functionality: To complete purchases of products and services you request, including to process payments, fulfill orders, and service communications, as well as to conduct general business operations, such as accounting, recordkeeping, and audits.

• 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 and to send updates or security alerts.

• Marketing, advertising, and promotions: As permitted by law, to send marketing messages; 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.

• 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.

• 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 personal information with third parties for use in their own commercial purposes.

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, upon your specific 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 to 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 use web analytics software or tools, deliver downloadable products, offer online software applications, or send emails on our behalf. 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. While these relationships may require us to share information, our service providers are prohibited from using your information other than to act on our behalf.

We provide a list of our service providers and other third parties with whom we share information through cookies, pixels, and similar tracking technologies on our Opt Out of Cookies and Similar Technologies page. For a complete list of our service providers, please contact us at support@taxslayer.com.

• 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 all 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 Advertising Partners: We partner with companies that assist us in advertising our services, including partners that use cookies and online tracking technologies to collect information to personalize, retarget, and measure the effectiveness of advertising.

• 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 medial 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.

• Other Platform Visitors: We may post customer testimonials on our website. These testimonials may contain personal information such as a customer’s name. We will obtain your consent to use your name prior to posting your testimonial. 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.

HOW WE PROTECT YOUR INFORMATION

TaxSlayer understands the importance of protecting customer information and we have a team dedicated to keeping your information secure. 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.

DATA RETENTION

We retain your information for up to three tax years to comply with our legal obligations, or as needed to provide you services. 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.

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. Any tax returns will be available in a non-fileable 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.

Opt out of technologies

You may choose to opt out of certain technologies used on TaxSlayer’s website, including those used for online advertising purposes. 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. To review and access opt-out procedures for our third-party technologies, see our Opt Out page. 

If you exercise these options, please be aware that you may still see advertising, but it will not be personalized. Nor will exercising these options prevent other companies from displaying personalized ads to you.

If you delete your cookies, you may also delete your opt-out preferences.

Opt out of email communications

To unsubscribe from receiving general marketing messages from us, please go to our unsubscribe page.

CONTACT US

If you have questions or concerns regarding this Privacy Policy, 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 CALIFORNIA PRIVACY RIGHTS

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 Residents.

PRIVACY POLICY CHANGES

We reserve the right to change this Privacy Policy at any time.

Any material changes to our policy will be immediately posted and made available to consumers on our website. Notification of changes may be made by email or by means of a notice on the Website.

 

 

TaxSlayer Terms of Service

Please read the Terms of Service below. They cover the terms and conditions that apply to your use of this website (the "Website," or "Site"). TaxSlayer, LLC. ("TaxSlayer") may change the Terms of Service from time to time. By continuing to use the Site following such modifications, you agree to be bound by such modifications to the Terms of Service.

General Terms and Conditions. In consideration of use of the Site, you agree to: (a) provide true, accurate, current and complete information about yourself as prompted by the registration page and (b) to maintain and update this information to keep it true, accurate, current and complete. If any information provided by you is untrue, inaccurate, not current or incomplete, TaxSlayer has the right to terminate your account and refuse any and all current or future use of the Site. You agree not to resell or transfer the Site or use of or access to the Site.

You acknowledge and agree that you must: (a) provide for your own access to the World Wide Web and pay any service fees associated with such access, and (b) provide all equipment necessary for you to make such connection to the World Wide Web, including a computer and modem or other access device.

By using the TaxSlayer.com web site, including any applets, software, and content contained therein, you agree that use of the Site is entirely at your own risk. THE SITE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION, ANY WARRANTY FOR INFORMATION, DATA, SERVICES, UNINTERRUPTED ACCESS, OR PRODUCTS PROVIDED THROUGH OR IN CONNECTION WITH THE SITE. SPECIFICALLY, TAXSLAYER DISCLAIMS ANY AND ALL WARRANTIES, INCLUDING, BUT NOT LIMITED TO: (1) ANY WARRANTIES CONCERNING THE AVAILABILITY, ACCURACY, USEFULNESS, OR CONTENT OF INFORMATION, PRODUCTS OR SERVICES AND (2) ANY WARRANTIES OF TITLE, WARRANTY OF NON-INFRINGEMENT, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. THIS DISCLAIMER OF LIABILITY APPLIES 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, TORTUOUS BEHAVIOR, NEGLIGENCE, OR UNDER ANY OTHER CAUSE OF ACTION.

NEITHER TAXSLAYER NOR ANY OF ITS EMPLOYEES, AGENTS, SUCCESSORS, ASSIGNS, AFFILIATES, WEBSITE CO-BRANDING PROVIDERS OR CONTENT OR SERVICE PROVIDERS SHALL BE LIABLE TO YOU OR OTHER THIRD PARTY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF USE OF SERVICE OR INABILITY TO GAIN ACCESS TO OR USE THE SERVICE OR OUT OF ANY BREACH OF ANY WARRANTY. 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.

TaxSlayer is the owner and/or authorized user of any trademark, registered trademark and/or service mark appearing at this Web Site, and is the copyright owner or licensee of the content and/or information on this Website including but not limited to any screens appearing at the Site. You may not download and/or save a copy of any of the screens 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. If you make other use of this Site, except as otherwise provided above, 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 Website.

TaxSlayer reserves the right to change any information on this Website including but not limited to revising and/or deleting features or other information without prior notice. Clicking on certain links within this Website might take you to other web sites for which TaxSlayer assumes no responsibility of any kind for the content, availability or otherwise. (See "Links from and to this Website" below.) The content presented at this Site may vary depending upon your browser limitations.

User Conduct On the Site.

While using the Site, you may not:

  • restrict or inhibit any other user from using and enjoying the Site; or
  • 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; or
  • 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 engage in spamming or flooding; or
  • post or transmit any information or software which contains a virus, trojan horse, worm or other harmful component; or
  • post, publish, transmit, reproduce, distribute or in any way exploit any information, software or other material obtained through the Site for commercial purposes (other than as expressly permitted by the provider of such information, software or other material); or
  • upload, post, publish, transmit, reproduce, or distribute in any way, information, software or other material obtained through the Site which is protected by copyright, or other proprietary right, or derivative works with respect thereto, without obtaining permission of the copyright owner or rightholder; or
  • 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.

TaxSlayer has no obligation to monitor the Site. However, you acknowledge and agree that TaxSlayer has the right to monitor the Site 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 Site properly, or to protect itself or its customers. TaxSlayer will not intentionally monitor or disclose any private electronic-mail message unless required by law. TaxSlayer reserves the right to refuse to post or to remove any information or materials, in whole or in part, that, in its sole discretion, are unacceptable, undesirable, inappropriate or in violation of these Terms of Service.

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 ("your Communications") will be treated as non-confidential and nonproprietary. In addition, TaxSlayer is free to use any ideas, concepts, know-how or techniques contained in your Communications for any purpose including, but not limited to, developing and marketing products using such information without compensation to you.

Failure to Comply With Terms and Conditions and Termination. You acknowledge and agree that TaxSlayer may terminate your password or account or deny you access to all or part of the Site without prior notice if you engage in any conduct or activities that TaxSlayer in its sole discretion believes violate any of the terms and conditions, violate the rights of TaxSlayer, or is otherwise inappropriate for continued access.

You acknowledge and agree that TaxSlayer may in its sole discretion deny you access through TaxSlayer to any materials stored on the Internet, or to access third party services, merchandise or information on the Internet through TaxSlayer, and TaxSlayer shall have no responsibility to notify any third-party providers of services, merchandise or information nor any responsibility for any consequences resulting from lack of notification.

You agree to defend, indemnify and hold TaxSlayer and its affiliates harmless from any and all claims, liabilities, costs and expenses, including reasonable attorneys' fees, arising in any way from your use of the Site or the placement or transmission of any message, information, software or other materials through the Site by you or users of your account or related to any violation of these Terms of Service by you or users of your account.

Links from and to this Website. You acknowledge and agree that TaxSlayer and any of its website co-branding providers have no responsibility for the accuracy or availability of information provided by linked sites. 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, advertising or other materials presented on such sites.

Information in the many web pages that are linked to TaxSlayer's Website 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 Website 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.

Other Information. TaxSlayer is taking reasonable and appropriate measures, including encryption, to ensure that your personal information is disclosed only to those specified by you. However, the Internet is an open system and we cannot and do not guarantee that the personal information you have entered will not be intercepted by others and decrypted.

If you wish to make purchases through the Site, you may be asked by the merchant or information 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 as a result of any such dealings with any merchant or information 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 information and service providers offering merchandise, information 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.

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.

Miscellaneous. The Terms of Service and the relationship between you and TaxSlayer shall be governed by the laws of the State of Georgia without regard to its conflict of law provisions. You and TaxSlayer agree to submit to the personal and exclusive jurisdiction of the courts located within the state of Georgia.

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 the Terms of Service is found by a court of competent jurisdiction to be invalid, the parties nevertheless agree that the court should endeavor to give effect to the parties' intentions as reflected in the provision, and the other provisions of the Terms of Service remain in full force and effect.

Pricing. By using this site you acknowledge and agree that TaxSlayer provides listing prices only as a guide. Pricing is determined at the time or print/e-file and is subject to change at any time without prior notice.

* Classic and Premium packages include all available online IRS forms. Pricing based upon customer service selections. "Everything" refers to all applicable IRS forms and schedules and the preparation of a federal tax return.

All prices here, and on all outward facing TaxSlayer.com sites, are subject to change at any time without notice. Price is determined at the time of print and/or e-file. Published prices are meant only as a guide and are not a guarantee.