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Trusted by IRD and the clients we serve, Tax Traders values and respects your privacy and data.

  1. We respect and value your privacy. When you visit the public area of Tax Traders Limited's Website, you remain anonymous. You will only be identifiable once you log in to access password-protected areas or provide your details via form or email. We store any personal information we collect from you in accordance with our obligations under the Privacy Act 2020 and take reasonable steps to ensure the security of your personal information.
  2. Any personal information we retain is kept only for as long as needed, and purely for the purpose of continuing to provide customers with service(s) or as required by law. We take all reasonable steps to ensure any personal information we collect is protected against loss, unauthorised access, disclosure and/or any other misuse.
  3. User data collected by third party analytics tools installed on the website is anonymised and no identifiable personal information is stored. We use Google, Hubspot, Appcues and Hotjar to help us better understand our users and optmise the service we offer. Read more about the privacy policies of Google, Hotjar, Hubspot and Appcues.
  4. Tax Traders Limited's Website uses "cookies". Cookies are small text files placed on your computer's hard drive to allow Tax Traders Limited and/or the host of its Website to record how many times a user or computers within a user's network of computers, visit the Website, the number of times various pages of the Website have been accessed and other such information. You may disable receipt of cookies using features of your Web browser that disable or turn off cookies. Tax Traders Limited does not use cookies to retrieve information that is unrelated to your visit or your interaction with Tax Traders Limited's site.
  5. Tax Traders Limited collects your Internet Protocol (IP) address. An IP address is a number that is assigned to your computer when you use the Internet. The IP address data that the company collects does not contain any personally identifiable information about you and is used to administer the company's site, to determine the numbers of different visitors to the site and to gather broad demographic data.
  6. Tax Traders Limited does not sell, rent or provide any personal information collected via its public Website or the non-public areas maintained on its Website to other companies, firms or individuals without the permission of those who provided the information (other than Public Trust, as custodial trustee, and the Inland Revenue Department).

Due to the rapidly evolving technologies on the Internet, Tax Traders Limited may occasionally update this privacy policy. All revisions will be posted to Tax Traders Limited Website and may apply to previously collected information. Nothing in this policy prevents Tax Traders Limited from passing on information gathered on this site to any successor organisations.

Additional Legal Disclaimers


Tax Traders uses third-party subprocessors to help provide our services in accordance with the Privacy Policy outlined above and our general Terms and Conditions. These third-party subprocessors process data that you input, which may include personal data.

Subprocessor Purpose Data storage location
AWS Cloud computing infrastructure for Tax Traders applications. Australia
Microsoft Microsoft 365 services for office applications, email and file storage. Australia

Client relationship management, support service ticketing and email notifications automation.


Terms of Engagement

The following information is for CA ANZ members to include in their engagement terms to meet their disclosure obligations under PS-3 Chartered Accountants Australia and New Zealand – New Zealand Professional and Ethical Standards – PS 3: Terms of Engagement – R2.7 Services from a service provider:

Information Disclosure Reference
Service provider Tax Traders Limited Tax Traders terms of use
Service used Tax Traders is an IR licensed tax pooling intermediary, that provides a range of tax calculators and cash flow solutions for taxpayers. Tax Traders terms of use
Customer data storage

Please refer to our subprocessor list above for the location of customer data storage

Subprocessor list above


  1. Tax Traders Limited owns all copyright in the text and graphics on this Website and its overall design.
  2. You may download and print out any part of this Website for your own use. Any other copying, distribution or use of the information or materials on this site (including use for commercial purposes), without the prior written permission of Tax Traders Limited, is strictly prohibited.

Prize Offerings

In the case of where we offer a prize for completing a form, whether online or offline, the following terms and conditions apply:

  1. To enter the draw to win you must complete the form in question by the deadline stated in the prize draw promotion. Only one entry per person. Tax Traders staff and their families are not eligible to win any prize draw.
  2. The winner (or winners) will be randomly drawn from people who complete the form and will be notified by email on the date stated in the prize draw promotion. We reserve the right to draw another winner if an initial winner does not respond within 14 days of the date we sent the notification that they’d won.
  3. Our decisions regarding the prize draw are final, and to the maximum extent possible at law, you agree that Tax Traders has excluded all liability in relation to the promotion.


2024 EOFY Event Giveaway

The winner of the 2024 EOFY event giveaway and one colleague of their choosing will receive free airfare and accomodation in Auckland to attend the Tax Traders EOFY event. Additionally, the two recipients will receive a $250 per person stipend for other meals and incidentals, to be provided via Prezzy Card paid for by Tax Traders.


  1. This Website is not an offer to contract with you and the act of sending electronic mail to our company will not create a relationship nor will it impose any obligations on Tax Traders Limited or any of its employees. Any unsolicited electronic communication between us may not be confidential, secure or private.
  2. The Website contains information of a general nature. Tax Traders Limited is not responsible for reliance on any information contained in or accessed through this Website.
  3. Tax Traders Limited is not responsible for any third-party content that may be accessed through this Website.
  4. All use of software available on this website is subject to Tax Traders Limited's Terms and Conditions. In the event of a conflict or disagreement between these Access, Copyright and Privacy policies and the Terms and Conditions, the Terms and Conditions will prevail.
  5. The laws governing the Website and its use are the laws of New Zealand, and users submit to the non-exclusive jurisdiction of the Courts of New Zealand.