1. Purpose of AI Use at GoTax
GoTax implements AI technologies to support and guide users throughout their tax return experience. AI is used in the following ways:
- Tax Information Assistant – Provides general information about Australian tax topics, deductions, and common return queries.
- System Navigation Support – Assists users in understanding and using the GoTax online platform.
- Smart Prompting – Offers real-time suggestions within the tax return process to enhance user understanding and accuracy.
These AI features are designed to increase usability and accessibility while maintaining accuracy and compliance with Australian tax law.
2. Data Privacy and Handling
GoTax adheres to the Australian Privacy Principles (APPs) under the Privacy Act 1988, as well as relevant global standards such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA).
Key Data Practices:
- No Storage of Personal Data by AI – AI-generated interactions are processed in real-time and are not stored by the AI itself.
- No External AI Processing – User queries are not sent to third-party AI systems for processing or analysis.
- End-to-End Encryption – All interactions on the GoTax platform are secured using encryption protocols.
- Anonymised Improvement Data – Any data used to enhance AI functionality is fully anonymised and stripped of identifiable information.
For full details, please refer to our Privacy Policy.
3. Limitations of AI
While AI plays an important support role within the GoTax platform, it has strict limitations:
- AI Is Not a Registered Tax Agent – All AI responses are general in nature and do not constitute professional or financial advice.
- AI Cannot Lodge Tax Returns – Only registered GoTax tax professionals can finalise and lodge tax returns with the ATO.
- AI Should Be Verified – Users are responsible for reviewing AI-generated responses before relying on them for tax decisions.
- AI Does Not Replace Human Review – Where accuracy is critical, users are encouraged to use live chat or contact GoTax support directly.
4. User Transparency & Choice
GoTax is committed to ensuring users are fully informed when interacting with AI systems.
- AI Disclosure – All AI interactions are clearly marked and identified.
- Optional Use – Users can opt to engage with human support at any time.
- Escalation Procedures – Users can request that an AI response be reviewed by a registered tax agent or support team member.
- No Manipulation or Deceptive Design – AI is designed to inform and support, never to mislead or influence decision-making.
5. Ethical and Fair Use of AI
GoTax is committed to ethical AI deployment and regularly reviews all AI tools against the following principles:
- Non-Biased Output – AI systems are monitored to ensure fairness, neutrality, and accuracy.
- Avoidance of Harm – AI does not provide advice in high-risk financial, medical, or legal areas.
- Review and Audit – GoTax conducts periodic audits of AI responses to verify compliance with legal, ethical, and operational standards.
6. Accessibility and Inclusion
AI at GoTax is built with accessibility and inclusion in mind:
- Plain English Responses – AI-generated content avoids technical jargon and supports user understanding.
- Device Compatibility – AI is accessible across desktops, tablets, and smartphones.
- Assistive Technology Support – Our AI systems are designed to work with screen readers and common accessibility tools.
7. User Feedback and Continuous Improvement
- Feedback Enabled – Users can provide feedback on AI responses at any time.
- AI System Training – User feedback is used to enhance and improve the AI knowledge base.
- Compliance-Driven Enhancements – AI improvements are aligned with regulatory changes and industry best practices.
8. Governance, Compliance, and Legal Oversight
GoTax ensures that its AI systems comply with:
- Australian Taxation Requirements – AI is informed by ATO guidance but does not provide binding rulings.
- AI Governance Protocols – Internal governance mechanisms oversee AI integrity, privacy, and security.
- ISO/IEC 27001 Alignment – GoTax AI operations align with our information security management systems.
9. Policy Updates
GoTax reviews this AI Policy regularly to ensure alignment with changing regulations, technology, and ethical frameworks. Users will be notified of any material changes via email or through notices on the platform.
Contact and Support
If you have questions or concerns about how AI is used at GoTax, or would like clarification on AI-generated responses, please contact us:
