Terms of Service

TaxWala (taxwalaai.com) ("TaxWala", "we", "us", or "our") operates an online tax preparation workspace at taxwalaai.com. The platform helps salaried Indian taxpayers organise salary data, compare Old vs New tax regimes, compute indicative tax liability, prepare ITR draft packs, and optionally engage third-party Chartered Accountants (CAs) for a reviewed filing.

TaxWala is not the Income Tax Department of India, not a government portal, and not an authorised e-filing intermediary in an official capacity. The platform is a preparation and guidance tool only.

By registering an account, uploading documents, using any calculator, or otherwise accessing TaxWala, you agree to be bound by these Terms of Service and our Privacy Policy. If you do not agree, please do not use the platform.

These terms apply to all users including free-tier users, paid subscribers, and CA professionals accessing the platform on behalf of clients.

You must be:

• At least 18 years of age;
• Resident or non-resident Indian taxpayer or an authorised representative; and
• Legally capable of entering into a binding agreement under Indian law (Indian Contract Act, 1872).

TaxWala provides the following features (availability depends on plan):

• Free calculators — Old vs New regime comparison, HRA exemption, Section 80C, capital gains, crypto tax, advance tax, and more.
• ITR Preparation Workspace — Upload Form 16 (PDF), enter salary components, reconcile with AIS / Form 26AS, and generate a draft ITR data pack.
• CA Review Handoff — Optionally engage a third-party CA professional to review your prepared case and file on your behalf.
• Vault & Document Storage — Encrypted storage of uploaded documents (Form 16, Form 26AS, investment proofs) for the current filing season.

All computed values are indicative only. You are solely responsible for verifying accuracy before filing.

You agree to:

• Provide accurate, complete, and up-to-date information. TaxWala is only as accurate as the data you supply.
• Verify all computed values (income, deductions, TDS credits) against your actual documents before submitting your ITR.
• File your return on the official Income Tax Department portal (incometax.gov.in) or through your CA. TaxWala does not file on your behalf unless you have engaged a CA through the CA Connect plan.
• Keep your login credentials confidential.
• Not use the platform for any unlawful purpose, including fraudulent returns or misrepresentation of income.
• Not reverse-engineer, scrape, or copy the platform's code, algorithms, or proprietary content.

When you purchase the CA Review plan (₹1,499 per filing season) or include CA review in an Annual plan, you are engaging an independent, third-party Chartered Accountant ("CA Professional") listed on the TaxWala platform.

Important terms governing CA engagements:

• CA Professionals are independent practitioners — they are not employees, agents, or partners of TaxWala.
• TaxWala is a technology intermediary that connects you with CA Professionals and provides them with your prepared draft for review.
• The CA Professional is solely responsible for the professional quality and correctness of their review and any return filed by them.
• TaxWala does not guarantee any specific tax outcome or refund as a result of a CA-reviewed filing.
• Any professional negligence claims must be directed at the CA Professional (and their insurer), not at TaxWala.

Current plan pricing (subject to change with 30 days' notice):

• Free — Tax calculators, regime comparison, and basic workspace access. No payment required.
• AI Assist — ₹1,499 per filing season (or ₹999/year on annual billing). AI-powered Form 16 extraction, full workspace, and draft export.
• CA Connect (CA Review) — ₹1,499 for a one-time CA-reviewed filing. Includes AI Assist features plus CA review and handoff.
• Annual Plan — ₹2,999/year. Covers AI Assist year-round, one CA-reviewed filing per season, advance tax reminders, and priority support.

All prices are inclusive of applicable GST (18%). Payments are processed by Razorpay, a licensed payment aggregator under RBI guidelines.

• Free plan — No charges, no refunds applicable.
• AI Assist (₹1,499 / ₹999 annual) — Full refund within 7 days of purchase if you have not used Form 16 extraction or generated a draft. No refund after draft generation or if ITR has been filed.
• CA Connect (₹1,499) — Refund within 48 hours of purchase if CA review has not commenced. Once a CA has acknowledged and begun review, no refund is available.
• Annual Plan (₹2,999/year) — Pro-rata refund within 14 days if no CA review has been used and the subscription is in its first 30 days. After 30 days or after CA review usage, no refund.
• Duplicate payments — Refunded in full within 5-7 business days upon confirmation.

To request a refund, email [email protected] with your order ID and account email. Refunds are processed to the original payment method within 5-7 business days.

All content on TaxWala — including but not limited to software, algorithms, UI design, text, logos, and data models — is owned by TaxWala or its licensors and protected under Indian copyright law (Copyright Act, 1957) and applicable international treaties.

You may not reproduce, distribute, or create derivative works without express written permission, except for personal, non-commercial use.

You retain full ownership of your financial data and uploaded documents. By uploading, you grant TaxWala a limited, non-exclusive licence to process your data solely for providing the service.

TaxWala is provided on an "as is" and "as available" basis without warranties of any kind, whether express or implied, including merchantability, fitness for a particular purpose, or non-infringement.

We do not warrant that:

• Tax computations will be free of error or will produce the same result as the Income Tax Department's official assessment.
• The platform will be uninterrupted, error-free, or virus-free, especially during peak filing season.
• Extracted values from Form 16 PDF will be 100% accurate (OCR and AI extraction may have errors — always review manually).

To the fullest extent permitted by applicable Indian law:

• TaxWala's total aggregate liability for any claims arising from or related to the service shall not exceed the amount you paid to TaxWala in the 12 months preceding the claim.
• TaxWala is not liable for any indirect, incidental, consequential, special, or punitive damages, including loss of tax refund, penalties levied by the Income Tax Department, interest under Sections 234A/234B/234C, or professional losses.
• TaxWala is not liable for errors arising from incorrect or incomplete information provided by you.

You agree to indemnify and hold TaxWala, its officers, employees, and technology partners harmless from any claims, losses, liabilities, and expenses (including legal fees) arising from:

• Your use or misuse of the platform;
• Your violation of these Terms;
• Your violation of any applicable law or third-party rights; or
• Inaccurate information provided by you.

TaxWala reserves the right to modify, suspend, or discontinue any feature or the entire platform at any time with reasonable notice. Paid subscribers will receive at least 14 days' advance notice of material changes that affect their plan.

These Terms are governed by the laws of India. Any disputes arising shall be subject to the exclusive jurisdiction of the courts of [Jurisdiction City], India.

Before initiating legal proceedings, you agree to attempt informal resolution by contacting us at [email protected]. We will attempt to resolve disputes within 30 days.

We may update these Terms from time to time. When we do, we will revise the "Last updated" date at the top. For material changes, we will notify you by email (if you have an account) or by displaying a notice on the platform. Continued use after the effective date constitutes acceptance of the updated Terms.

Questions about these Terms? Contact us at:

• Email: [email protected]
• Platform: taxwalaai.com