Refund, Cancellation and Wallet Policy

2. Appointment Cancellation

• Appointment slots should be cancelled or rescheduled as early as possible.
• If ATAX.IN cannot provide the confirmed slot/service due to office-side reasons, the client may request rescheduling, wallet adjustment or refund after verification.
• If the client does not attend or does not share required details on time, the consultation fee may be treated as consumed for that slot.

3. Service Refund Rule

For tax, GST, accounting and document-based services, refund eligibility depends on whether work has started, documents have been reviewed, consultation has been provided, filing/report has been prepared, or third-party/government/payment gateway charges have been incurred.

Once substantial professional time has been used or a digital report/service has been delivered, refund may not be available except for verified duplicate payment, failed transaction, wrong charge or office-side service failure.

4. Wallet Recharge

• Wallet recharge is used for ATAX.IN paid tool usage, especially bank statement report generation.
• Wallet balance is linked to the logged-in user account and should be checked from My Account/Wallet dashboard.
• Manual correction may be made by ATAX.IN admin in case of verified payment mismatch, duplicate recharge or technical error.
• Wallet balance is not a bank account balance and may be subject to service-specific rules and verification.

5. Bank Tool Charge Rule

For Premium Bank Statement Analyser and Bank Statement Ledger Analyzer, the first 5 successful uploaded statements may be free per user account during beta. After the free limit, the current beta charge is Rs 1 per uploaded statement, deducted from wallet after successful report generation, unless the admin changes the charge from wallet settings.

Example: if wallet balance is Rs 8 and 4 paid statements are successfully generated at Rs 1 each, Rs 4 is deducted and Rs 4 remains.

6. Failed or Duplicate Payment

If payment is debited but wallet/service is not credited, the user should share transaction ID, registered email/mobile, amount, date/time and screenshot. ATAX.IN will verify records and then credit wallet, adjust order, reschedule service or initiate refund where eligible.