Refund and Cancellation Policy

Payments for TaxFlow are not refundable once billed, except in the cases listed in section 2. You can cancel at any time and keep what you paid for until the end of the period you paid for.

1. Try TaxFlow before you pay

The Free plan lets you try core invoicing (2 customers, with up to 5 invoices per customer each month) and individual income tax computation. You can connect your accounting software and check how your invoices look before you upgrade. TaxFlow Personal return packs can be previewed as watermarked drafts before you buy a pass.

2. When we refund

We refund to your original payment method through PayHere when:

• you were charged more than once for the same payment;
• you were charged after you cancelled, where the cancellation was confirmed before the renewal date;
• we charged the wrong amount or for the wrong plan;
• a paid feature could not be used for a substantial part of a billing period because of a fault on our side that we did not fix within 7 days of being told. In that case we refund or credit that period on a pro-rata basis;
• the law requires a refund.

To ask for a refund, email [email protected] within 30 days of the charge with your PayHere payment reference. We process approved refunds within 10 business days; your bank may take longer to show it.

Outside these cases we do not refund or pro-rate unused time, including when you cancel part-way through a period, downgrade or stop using TaxFlow.

3. Cancelling Pro or Business

You can cancel at any time from Plan and billing in your workspace settings.

• Cancelling stops all future renewal charges.
• You keep your paid features until the end of the period you have paid for, monthly or yearly.
• Your workspace then moves to the Free plan. Features above the Free plan stop, paid invoice templates switch back to Classic, and Free plan limits apply to new invoices.
• Everything you have issued stays available to view, search and export while your workspace is open.

4. TaxFlow Personal passes

• Year pass: covers one year of assessment and unlocks the return pack straight away. It is not refundable once bought, except in the cases in section 2.
• Monthly payments: you can cancel at any time. If you cancel before the return pack unlocks (after 10 payments), the pass ends and payments already made are not refunded; free tax computation continues. If you cancel after it unlocks, you keep the pass for that year of assessment and no further payments are taken.
• Assisted filing: fees for a partner practice's review and filing are charged by the practice, not by TaxFlow. Refunds for that work are between you and the practice.

5. Practices

Practice billing for business clients is charged monthly in arrears, so you can stop at any time; your final bill covers the active clients in the month you stop. Per-return fees for personal clients are not refundable once the return has been added, except in the cases in section 2.

6. Discounts and points

If we refund a discounted payment, we refund the amount you actually paid. Points used as credit are never paid out as cash, so on a payment that used points we refund only the part paid by card. Unused points end when you close your account.

7. Chargebacks

Please contact us before disputing a charge with your bank; most billing problems are fixed quickly. While a dispute is open we may pause paid features on the workspace. Points or commission earned from a disputed payment are cancelled.

8. Closing your account

You can close your account at any time from your settings. Any paid plan ends as described above. We keep issued tax documents for the period Sri Lankan tax law requires, and you can ask us for a copy during that time, as our Privacy Policy explains.

9. Contact us

White Star Web Solutions (Pvt) Ltd, 110, Havelock Road, Colombo 05. Email [email protected].