Refund & Cancellation Policy

1. Scope of This Policy

This policy applies to payments made on Tax Saathi for tax filing, registration, compliance, consultation, and other service-related orders placed through our website.

2. When a Refund May Be Approved

A refund may be considered in the following cases:

• Duplicate payment made for the same order.
• Payment was successful, but the order was not created due to a technical error.
• The customer cancels before service work has started and before document review or processing begins.
• The service cannot be delivered by Tax Saathi for reasons attributable to us.
• The customer was charged incorrectly due to a pricing or system issue.

3. Non-Refundable Cases

Refunds will generally not be approved in the following situations:

• Once service work has started, including document verification, drafting, filing preparation, compliance processing, or consultation delivery.
• Where delay is caused by incomplete, inaccurate, or late submission of documents by the customer.
• Government fees, statutory charges, filing fees, stamp duty, penalties, or third-party charges already paid or committed.
• Where the customer changes their mind after service initiation.
• Where a completed or substantially completed service has already been delivered.

4. Cancellation Policy

Customers may request cancellation before the relevant service has entered active processing. Cancellation requests received after processing begins may not qualify for a full refund.

5. Partial Refunds

In suitable cases, Tax Saathi may approve a partial refund instead of a full refund. This may apply where a part of the work has already been completed, resources have already been allocated, or non-recoverable third-party or statutory costs have already been incurred.

6. Failed, Pending, or Duplicate Payments

If your payment fails but funds are debited, or if you are charged more than once for the same order, please contact us with the transaction reference, payment date, and amount. We will verify the transaction status and initiate the appropriate resolution, including refund where applicable.

7. Refund Processing Method

Approved refunds are processed back to the original payment method used for the transaction. This includes the same card, bank account flow, wallet, or UPI source, as applicable. Refunds are not issued in cash and are not transferred to an unrelated account.

8. Refund Processing Time

After approval, refunds are typically processed within 5 to 7 working days. In some cases, the final credit timeline may depend on the customer’s bank, card issuer, UPI app, or payment network, and may take longer.

9. Charges and Deductions

Where legally or operationally applicable, refunds may exclude non-recoverable government fees, statutory payments, third-party processing costs, or work already completed. Any such deduction, if applicable, will be explained during review.

10. How to Request a Refund

To request a refund or raise a payment issue, please contact our support team with the following:

• Full name and registered contact details.
• Order ID or service reference.
• Transaction ID / payment reference.
• Reason for the refund request.
• Any supporting screenshots or documents.

11. Review and Decision

Each refund request is reviewed on a case-by-case basis. Tax Saathi reserves the right to approve, reject, or partially approve a refund after checking payment records, order status, documents submitted, and service progress.

12. Disputes and Chargebacks

We encourage customers to contact Tax Saathi first for any refund or service issue so we can resolve it quickly. Initiating a bank dispute or chargeback without first contacting support may delay resolution and may require submission of transaction records, communication logs, and service evidence.

13. Contact Information

14. Policy Updates

Tax Saathi may update this Refund Policy from time to time. The latest version published on this website will apply to future transactions from the effective date shown above.