Terms & Conditions

Please read these terms carefully as they govern your use of our services and outline your rights and obligations.

Privilege Plus Loyalty Rewards Program

ITP Qld is proud to introduce the new and improved Privilege Plus Customer Loyalty program. Designed to reward our loyal customers.

Maintaining Your Membership Tier

To maintain their Privilege Plus Membeship Tier, the customer must consecutively lodge an eligible tax return with ITPQLD within the current financial year. Starting a tax return one year and starting two the following, does not constitute the member maintaining their loyalty level.

If a tax return is voided the member will not maintain their current loyalty status.

Upgrading Your Membership Tier

  • Silver: New Customers will be awarded Silver Membership, within 2 weeks from receipt of payment for their Tax Return Preparation.
  • Gold: A Silver member will be awarded Gold Membership, within 2 weeks from receipt of payment for their second (2nd) consecutive Tax Return Preparation. ie. 2021-22 and 2022-23.
  • Platinum: A Gold member will be awarded Platinum Membership, within 2 weeks from receipt of payment for their tenth (10th) consecutive Tax Return Preparation.

Downgrading

Any customer who does not complete their current year tax return before June 30th the following year, will lose all of their membership benefits.

Eligible Returns

To maintain / increase your Privilege Plus tier, you must complete an eligible return for the current year during the financial year, July 1 to June 30.

Eligible Tax Returns Include:

  • Individual Tax Return
  • Sole Trader Tax Return
  • Franking Credit
  • CU Form
  • Online Tax Assist

Discounted Returns

Privilege Plus Gold & Platinum Members are entitled to a discount off their current year return only, and eligible returns include (but not limited to):

  • Individual tax returns
  • Sole trader tax returns
  • Franking credit tax returns

The following returns are not eligible to be discounted. Not valid for:

  • Amendments
  • BAS
  • Company tax returns
  • Trust tax returns
  • Partnership tax returns
  • Bookkeeping Solutions clients
  • Online Tax Assist
  • CU Forms

Exclusions

Privilege Plus discounts are not valid with any other promotion unless specificially stated, this includes but is not limited to:

  • All flat fee promotions
  • Under 21s Flat Fee
  • $20 Off
  • Defence Force Discount

Privilege Plus Locations

Members can visit any ITP Qld location to complete their return. Your status is maintained across all locations. Privilege Plus is not offered or recognised at any ITP locations not listed below.

ITP Australia Fair (Mall), ITP Beenleigh, ITP Big Top, ITP Birtinya (Mall), ITP Booval (Mall), ITP Boyne Plaza (Mall), ITP Brisbane City (Mall), ITP Brookside, ITP Bundaberg, ITP Burleigh (Mall), ITP Cairns City, ITP Capalaba, ITP Castletown (Mall), ITP Chermside, ITP Coomera, ITP Forest Lake (Mall), ITP Gladstone, ITP Grand Plaza (Mall), ITP Grand Plaza, ITP Hervey Bay, ITP Inala (Mall), ITP Ipswich, ITP Kallangur (Mall), ITP Kirwan, ITP Logan Central, ITP Logan Hyperdome (Mall), ITP Loganholme, ITP Mackay, ITP Marsden, ITP Mt Gravatt (Mall), ITP Mt Ommaney (Mall), ITP Mt Pleasant (Mall), ITP Mt Pleasant, ITP North Ipswich, ITP North Lakes, ITP Nundah (Mall), ITP Pimpama (Mall), ITP Red Hill, ITP Redbank Plaza, ITP Redbank Plaza (Mall), ITP Rockhampton, ITP Sarina, ITP Sherwood, ITP Southport, ITP Southport Park (Mall), ITP Stones Corner, ITP Taigum, ITP The Pines, ITP Toowong (Mall), ITP Townsville, ITP Tweed Heads (Mall), ITP Warner, ITP Willows (Mall), ITP Wynnum Plaza, ITP Yarrabilba, ITP Yeppoon (Mall)

Monthly Giveaways

Every calendar month, 3 winners (one from each Membership Tier) will be awarded a cash prize, in the form of a VISA / Mastercard Gift Card, the value of:

  • Silver: $50
  • Gold: $100
  • Platinum: $150

To be eligible for these giveaways, the Privilege Plus member must have completed their current year's tax return, between July 1 and the final day of the previous calendar month. As an example, to be eligible for the September draw, you must have completed your current year's return between July 1 and August 31st, that year.

The winner will be selected by random, by a representative of ITP Qld. Prizes will be available for pickup at the customers recent office.

ITP Qld's Rights

ITP Qld reserves the right to disallow access to the Privilege Plus Customer Loyalty program to any customer deemed not to have complied with the trading terms of ITP Qld, or the ATO. ITP Qld may also modify the terms above at any point without notice.

Refund Maximiser Guarantee

At ITPQLD, we’re committed to getting you the maximum legal refund you’re entitled to. That’s why we offer our Refund Maximiser Guarantee.

What It Means

Our Refund Maximiser Guarantee ensures:

  • Your return is prepared by experienced tax professionals
  • We claim every deduction, offset, and rebate you’re legally entitled to
  • Your return is reviewed against ATO benchmarks and our internal checklists for completeness and accuracy

Our Promise

We guarantee that:

  • You’ll receive the highest legitimate refund possible under Australian tax law, based on the information and documents you provide
  • We will never inflate or fabricate deductions to boost a refund—we prioritise your long-term compliance and peace of mind

What It Doesn't Cover

  • This guarantee does not apply to outcomes based on information that is false, incomplete, or withheld
  • It is not a guarantee of receiving a refund, as outcomes depend on your personal circumstances and tax history

If you believe another registered tax agent could have obtained a higher legitimate refund using the same information you provided us, we’ll review your return at no additional cost.

Standard Fee

At select ITP QLD locations, we offer a flat fee of $145 for a standard individual Salary and Wage Tax Return.

What's Included?

The $145 standard fee covers:

  • Salary and wage income (from Income Statements or PAYG payment summaries)
  • Basic work-related deductions such as but not limited to:
    • Uniform and laundry
    • Union or membership fees
    • Simple work-related expenses

What's not included?

The following items are not included in the standard fee and will incur additional charges:

  • Supplementary Income:
    • Employment Termination Payments (ETPs)
    • Dividend income
    • Superannuation lump sum payments
    • Employee Share Schemes
    • Personal Services Income (PSI) without a payment summary
  • Complex Deductions:
    • Depreciation claims (e.g., tools, equipment)
    • Logbook-based motor vehicle claims
    • Dividend or interest-related deductions
    • PST Standard Worksheets
  • Other Exclusions:
    • Carried forward losses
    • Adjustments such as:
      • Part-year tax-free threshold
      • Superannuation contribution schedules
    • Other income types (e.g., business, rental, foreign income)
    • Other deductions outside the scope of standard salary and wage returns

Where excluded items are identified, your return will either attract additional charges or be priced under our standard complex return pricing. You will be informed before any work proceeds.

Validity and Locations

This standard fee of $145 is available only between 1 July and 31 October.

  • Available at the following ITP QLD locations:
    • All Kiosk locations (excluding Brisbane City)
    • Redbank Plaza
    • Logan Central
    • Taigum
    • Browns Plains
    • Ipswich
    • Warner
    • Loganholme
    • North Ipswich
    • Yarrabilba
    • Sarina
    • Mt Pleasant
    • Coomera
  • Please check with your local office to confirm availability
  • ITP QLD reserves the right to amend or withdraw this pricing at any time

Pay on Refund (POR)

By selecting the Pay on Refund (POR) service for your tax return, you agree to the following terms and conditions:

1. Service Overview

The Pay on Refund (POR) service allows eligible clients to have their tax return fee deducted directly from their Australian Taxation Office (ATO) refund. No upfront payment is required.

2. Eligibility Criteria

To be eligible for the POR service, you must:

    • Have a clear tax history, including:
      • No existing debts with the ATO
      • No history of refunds being garnished or redirected by the ATO for outstanding debts
    • Be lodging a return where a refund is expected
      • Agree to our fees being deducted from your refund before any balance is paid to you
  • 3. Processing Fee

    • An additional $40 Processing Fee applies per financial year where the POR service is used.
    • This fee covers administrative and banking costs associated with receiving your refund from the ATO and forwarding it to you.
    • The Processing Fee is charged in addition to our standard tax return preparation fees and will also be deducted from your refund.

    4. Refund Handling

    • Your ATO refund will be deposited directly into our trust account.
    • We will deduct all applicable fees (including the standard preparation fee and the POR processing fee) before transferring the remaining balance to your nominated bank account.
    • We aim to process and transfer the balance of your refund within 1–2 business days of receipt from the ATO.

    5. Ineligibility and Rejected Claims

    • If your refund is delayed, redirected, or garnished by the ATO for any reason (including outstanding debts or compliance issues), you remain liable for full payment of our service fees.
    • In such cases, an invoice will be issued for immediate payment.

    6. Client Responsibilities

    • You agree to provide accurate and truthful information regarding your tax history and financial obligations.
    • You understand that if any information provided is found to be false or misleading, you may become ineligible for the POR service and will be required to pay for services upfront or upon request.

    7. Changes to Terms

    We reserve the right to amend or withdraw the POR service and its terms at any time without prior notice. The most current version will always be available on our website.

    2025 Introductory Offer

    Introductory Fee: $119 for a standard individual Salary and Wage Tax Return

    Eligibility

    This offer is available to:

    1. New clients to ITP QLD
    2. clients who have NOT been with ITP QLD for 10 years or more

    Offer Details

    • The special rate of $119 applies to a standard Salary and Wage Tax Return only
    • Valid for 2025 tax returns only
    • Not valid in conjunction with any other offer or promotion, except for our $0 Up Front / Pay on Refund (POR) service
      • If POR is selected, the $40 processing fee still applies per return

    Important Notes

    If your return includes items not covered under our standard fee—such as rental properties, capital gains, sole trader income, investment income, or other complex tax matters—the introductory rate will not apply, and the fee will revert to our standard pricing structure

    • Offer is non-transferable and not redeemable for cash
    • ITP QLD reserves the right to withdraw or amend this offer at any time

    Under 21 Promotion

    • The special fee of $89 applies to clients who are under 21 years old at the time of their appointment.
    • This offer applies to a standard Salary and Wage Tax Return only.
    • Not valid with any other promotion or offer, except for the $0 Up Front / Pay on Refund (POR) service (processing fee still applies).
    • Proof of age will be required at the time of the appointment.
    • This promotion is non-transferable and not redeemable for cash.
    • ITP QLD reserves the right to amend or withdraw this offer at any time.

    Centre Staff Discount

    • Eligible clients who work in the shopping centre where our office is located receive 10% off the fee for their tax return.
    • This discount applies to 2025 tax returns only.
    • Not valid with any other promotion or offer, including the Privilege+ program, except for the $0 Up Front / Pay on Refund (POR) service (processing fee still applies).
    • Proof of employment at the shopping centre may be required at the time of appointment.Discount is non-transferable and not redeemable for cash. ITP QLD reserves the right to amend or withdraw this offer at any time.

    Tax Training School (2025-26)

    ITP – The Income Tax Professionals Tax Training Course

    By registering for an ITP Tax Training Course, you acknowledge that you have read, understood, and agreed to the following terms and conditions. Terms vary depending on the course type (Teacher-Led or Self-Paced), so please read the section relevant to your chosen course.

    1. Fees and Inclusions

    Course fees:

    • In-Class and Virtual: $495
    • Self-Paced: $495

    These prices may be discounted or modified at any time at ITP's discretion.

    Inclusions:

    • Access to ITP’s Tax Training School portal (Self-Paced students receive access only after full payment).
    • Teacher support (Teacher-Led courses only).
    • Wi-Fi access during in-class sessions.
    • Non-refundable deposit: $50 included in the course fee.

    Exclusions:

    • IT support is not included. Students are responsible for ensuring their devices meet technical requirements.

    2. Device Requirements

    • All devices must run Windows.
    • ITP tax software is not compatible with Apple/Mac devices.
    • Students with Apple devices may complete the course only if their device is configured to run Windows. No technical support will be provided.

    3. Transfers Between Course Types

    • Self-Paced to Teacher-Led: Transfer allowed only before the course starts. Any fee difference must be paid in full.
    • Teacher-Led (In-Class/Virtual): Transfers are at ITP’s discretion.

    4. Attendance – Teacher-Led Courses

    • Students must attend two weekly sessions (In-Class or Virtual via Microsoft Teams).
    • Around week 14, Virtual students are required to attend an ITP training office for four weeks of policy and hands-on training.
    • Students who miss two consecutive weeks without contacting their teacher or training coordinator will be withdrawn.
    • Withdrawn students lose access to all materials, regardless of payment status.

    5. Payment Options

    Accepted payment methods:

    • Credit card (online or over the phone)
    • Cash/EFT at an ITP office

    Payment plans:

    • Available for Teacher-Led courses only.
    • $50 non-refundable deposit is required upfront.
    • Regular weekly/fortnightly payments must be made.
    • Fees must be paid in full by April.

    6. Refund Policy

    All course fees include a non-refundable $50 deposit.

    Refunds apply as follows:

    Teacher-Led (In-Class/Virtual):

    • 14+ days before start: 100% of fee paid, less $50 (non-refundable deposit)
    • Less than 14 days: No refund

    Self-Paced:

    • Before accessing materials: 100% of fee paid, less $50 (non-refundable deposit)
    • After access or commencement: No refund
    • All cancellation requests must be in writing. The date of notice will determine refund eligibility.

    Students cannot transfer enrolment to another person.

    If ITP cancels a course and cannot offer an alternative, a full refund including the deposit will be issued.

    7. Promotional Offers

    Promotional prices or discounts are at ITP’s sole discretion

    Additional terms apply:

    • Full fee must be paid upfront (no payment plans).
    • No transfers to another class.
    • Currently enrolled students are not eligible for fee adjustments
    • If not applying for employment with ITP Qld, some discounts may not apply. Check at time of enrolment.

    If withdrawing within 7 days of start, refund applies minus non-refundable deposit.

    8. Employment Opportunities

    Teacher-Led Courses:

    • Students achieving 85% or higher may be considered for seasonal employment (July–October), subject to availability.

    Additional requirements include:

    • Good availability
    • Strong communication and people skills
    • Ability to attend physical office or shopping centre locations
    • Completion of the course does not guarantee employment.

    Self-Paced Courses:

    • No employment opportunities are offered to Self-Paced students.

    9. Deferment

    Deferment is not available for any course type.

    Tax Training School - Cash Back Scholarship

    $500 Cash Back Scholarship

    1. Eligibility

    • Open to students who enrol and complete the 2026 ITP Tax Training Course.
    • Open to first-time / new students only.
    • Students must achieve a final result of 85% or higher.
    • Students must be available to work in one of the following regions: Brisbane West, Gold Coast, Townsville, Mackay, or Rockhampton (Yeppoon).
    • Students must be available to work full-time (minimum 35 hours per week, including weekends) from July to October 2026.
    • Students must be willing to travel to nearby locations if required.

    2. Application

    • No separate application is required. Eligible students will automatically be considered.
    • ITP reserves the right to verify information provided during course enrolment and recruitment.

    3. Selection

    • Recipients will be chosen based on:
      • Final course performance (minimum 85% result)
      • Interview outcomes
      • Availability to work in specified regions
    • The number of scholarships awarded will be limited to 3 per region, and awarded at ITP’s discretion.
    • Decisions are final, and no correspondence will be entered into.

    4. Award Payment

    • Scholarship recipients will be notified after course completion and recruitment.
    • The $500 will be paid through wages once employment with ITP commences (tax will be withheld).
    • Payment will be made at the end of August 2026, provided the recipient is actively employed by ITP at that time.

    5. Conditions of Employment

    • Recipients must commence and maintain employment with ITP for the 2026 tax season.
    • If a recipient resigns, fails to commence, or is terminated prior to August 31, 2026, the scholarship payment will be forfeited.

    6. General

    • The scholarship is non-transferable and cannot be redeemed for any other benefit.
    • ITP reserves the right to withdraw, amend, or vary the terms of the scholarship at its sole discretion.
    • By enrolling in the course and accepting employment with ITP, students acknowledge and agree to these Terms & Conditions

    Privacy Policy

    At ITP, we respect the privacy needs of our valued members and visitors. This Privacy Policy outlines what information is gathered on the ITP website and how that information is used. Maintaining the privacy of your information is very important to us as it helps foster confidence, goodwill, and a stronger relationship with you. If at any time you have questions or concerns about our privacy practices, please feel free to contact us.

    Please note that this Privacy Policy applies only to itpqld.com and does not apply to the Online Tax Preparation website.

    Website Usage Information

    We collect your IP address to help diagnose problems with our server, administer our website, and protect the server from abuse. We do not link your IP address to any personally identifiable information. We use tracking information to understand which areas of our site are visited most frequently, allowing us to enhance the content you value and replace what you don’t.

    Communication to the Site

    The ITP server may automatically scan the content of your communication to protect against defamatory, abusive, obscene, profane, or threatening material that is racially or ethnically offensive.

    Mailing List

    ITP ensures that all email subscriber lists and reports remain private and confidential. We do not sell, rent, loan, or invite external access to our mailing lists. Nor will we use customer contact lists for any purpose other than to send you our newsletter. Opting out of the mailing list will remove all your details associated with the mailing list user account.

    Use of Personal Information

    ITP collects and uses personal information to enhance the functions or services we provide. Your personal information may be used for:

    • Managing our relationship with you
    • Conducting and improving our business operations
    • Enhancing our overall customer experience
    • Identifying and informing you about other products or services we believe may be of interest to you

    Security of Personal Information

    We have implemented commercially reasonable technical and organisational measures to secure your personal information from accidental loss and unauthorised access, use, alteration, or disclosure. However, we cannot guarantee that unauthorised third parties will never be able to defeat these measures or use your personal information for improper purposes.

    Children

    This site is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.