The Terms
... in plain English
Welcome! This Terms of Use and User Agreement (“Agreement”) sets up a legally binding contract between you and Better Tax Corporation doing business as The Better Tax Company (“Better Tax”). Better Tax develops and operates the Better Tax personal tax filing software, bettertax.ca, its related websites, and any additional, optional, or third-party services offered (collectively known as the “Product”). By accessing or using the Product, you agree to this Agreement. If you don’t agree, you’re not allowed to access or use the Product.
If you don’t agree to these terms, you can’t use Better Tax.
You may not, directly or indirectly: a) use the Product for professional or commercial tax preparation purposes; b) use the Product beyond the scope of the license granted, or c) disassemble, decompile, reverse engineer, reproduce, sell, copy, modify, create derivative works, or exploit the Product to build a competitive product or service.
Don’t use Better Tax to prepare tax returns professionally or to build a competing product.
Better Tax grants you a personal, limited, non-exclusive, non-transferable, revocable license to use the Product (the “License”) in accordance with this Agreement. This License permits you to prepare up to twenty (20) personal tax returns for you, your spouse or common-law partner, and any individuals for whom you are claiming or from whom you are transferring tax credits (your “Family Group”).
You can use Better Tax to do up to twenty tax returns for your family.
When you use the Product, we’ll store your data securely in the cloud using modern encryption techniques. You may opt-out of cloud storage and choose to store your data locally (“Local File Storage”), in which case your Tax Return Data is stored in a file on your own device. We implement commercially reasonable administrative, technical, and physical controls to safeguard your information. Despite these efforts, you acknowledge that no security measure can completely eliminate the risk of unauthorized access or data breaches.
You use the Product and any related services at your own discretion and risk. Better Tax will not be liable for any loss, misuse, or unauthorized access to your data.
Better Tax stores your data securely in the cloud or you can store your data locally. You use the Product at your own risk.
Better Tax may use artificial intelligence tools and APIs (“AI”) to power features such as search, help content, and chat-based assistance inside the Product. To provide contextual answers based on CRA and internal content, AI may process limited portions of information from your tax return and other content you provide in the Product. We apply strict data minimization and technical safeguards and do not include personal identifiers from your return (such as your name, social insurance number, date of birth, email address, phone number, or address) in the information sent to third-party providers. You agree not to include sensitive personal information in free-text queries. Third-party providers will not retain your information or use it to train their models. AI is disabled when using Local File Storage.
The information provided by AI is for guidance only and should not be construed as tax advice. Better Tax is not liable for any errors or issues arising from the use of AI.
We may use AI to help with things like search and support. AI may use information from your tax return, but never information that directly identifies you. You promise not to tell the robot stuff like your SIN or birthday. Your data won’t be retained or used to train models. AI is disabled when using Local File Storage.
You know AI isn’t magic and that it can make mistakes. Any information from the AI is not tax advice and Better Tax is not responsible for any issues that come from using AI.
You agree to enter Complete and Accurate Information for your Family Group, including personal details, income, deductions, expenses, tax credits, and carryforward information. Furthermore, you agree to review all tax returns for errors before filing with the Canada Revenue Agency (“CRA”). If you discover any errors or omissions, you agree to promptly amend your return with the CRA.
In addition, if you utilize the CRA’s Auto-fill My Return service (“AFR”), you agree to review all downloaded information to ensure accuracy and completeness. It is your responsibility to ensure you have received all expected slips and other tax information.
You acknowledge that you are responsible for filing your tax returns with the CRA by the specified deadline. If you submit your returns after this deadline, you accept responsibility for any resulting interest and/or penalties. You acknowledge that Better Tax bears no liability for damages resulting from errors or omissions in the information provided or through AFR, as well as your failure to file. Furthermore, you agree to retain any information required by the CRA for the duration mandated by law.
We’re not responsible for any mistakes that arise from bad information so you promise to be careful when preparing your return. If you use Auto-fill My Return, you’ll double-check the results. If you find a mistake after submitting, you’ll fix it with the CRA.
It’s on you to make sure you file your tax returns on time. If you file late and end up with any interest or penalties, that’s your responsibility. You will keep all your documents (for about six years) in case the CRA needs to see them.
Better Tax operates on an optional payment basis. You may choose to pay any amount, including $0. We may prompt for an optional payment at the time you file your return(s) and we may suggest a payment amount based on industry standards and/or the complexity of your return(s).
Payments are processed through a third-party payment provider. Better Tax does not store or handle your payment information directly. By making a payment, you agree to the terms and conditions of the payment provider. Payments are refundable upon request.
You can pay what you want, including $0. We may suggest an amount, but it’s up to you. If you change your mind, we’ll refund your payment.
This Satisfaction Guarantee (the “Guarantee”) is valid for all tax returns that are filed by December 31 of the subsequent calendar year using the Product.
If you provided Complete and Accurate Information when submitting your tax return and incur a penalty and/or interest charge due to a calculation error in the Product, Better Tax will reimburse you for that penalty and/or interest charge up to the date of your Notice of Assessment or Reassessment. Please note that this guarantee excludes calculation errors resulting from inaccuracies in the CRA’s documentation. This guarantee also does not apply if you do not allow us to review your Notice of Assessment and/or Reassessment and all tax returns in your Family Group.
If you identify a higher total refund or lower total tax owing amount for your Family Group using a competitor’s product upon having entered identical information, please inform us so Better Tax can assist you in matching that result. This does not apply if: a competing product allows you to claim a credit for which Better Tax determines you are ineligible; or you choose not to use the Product to prepare your spouse or common-law partner’s full return (where applicable).
If there is a calculation error in Better Tax, we’ll pay back any interest or penalties charged due to our mistake with the following limitations:
If you find a better result somewhere else, let us know and we’ll help you get the same result in Better Tax. This doesn’t apply if the other product has a mistake or, if applicable, you aren’t using Better Tax to file your partner’s tax return.
By using the Product, you acknowledge and agree that Better Tax does not provide tax advice. Any resources, including help content, blog posts, social media content, emails, and links to external websites, provided by Better Tax are solely intended to assist you in filing your tax return and should not be construed as tax advice. Your reliance on such resources is at your own discretion and Better Tax holds no liability for any consequences that may arise from their usage.
We don’t provide tax advice. Nothing in the app or on our website is tax advice.
We may provide assistance to you if your tax return is reviewed or audited by the CRA (“Audit Support”). Audit Support includes: helping you understand your Notice of Reassessment or other correspondence from the CRA; clarifying what is being asked and what documents you need to gather; and assisting you with next steps. Audit Support is provided on a per tax return basis and expires two (2) years from the date you used the CRA NETFILE service to file that specific return using the Product. For greater certainty, we do not provide any Audit Support relating to provincial Quebec tax returns or any correspondence with Revenu Québec.
Better Tax and our employees, contractors, or agents do not represent you, provide legal advice, or assist in developing a defence strategy in the event of a review or an audit.
If you purchase “Priority Audit Support”, your support requests regarding these matters will be prioritized over standard inquiries.
If the CRA audits or reviews your return, we can help you understand what they want and what documents to send. We don’t provide any support for provincial Quebec returns. This service is provided on a per return basis and lasts for two years from the day you file your return.
We’re not your lawyer, and we won’t represent you in court.
“Priority Audit Support” means you jump to the front of the line.
If you provide Complete and Accurate Information, Better Tax warrants to accurately calculate your tax payable. Better Tax disclaims any responsibility for your failure to input Complete and Accurate Information and for any decisions you make regarding the handling and processing of your tax situation.
Better Tax warrants that your tax return is certified for electronic transmission to the CRA through the NETFILE service.
Not applicable to Residents of Quebec: To the fullest extent permitted by applicable law, Better Tax disclaims all other warranties, expressed or implied, concerning the Product, including its suitability for a specific purpose, its quality, or its merchantability.
For clarification, Better Tax does not warrant that the Product is free from bugs, interruptions, errors, or other program limitations, nor that the Better Tax site, or the servers that host it, are free of viruses or other harmful elements.
To “warrant” is to “guarantee”, but more legally.
We guarantee that Better Tax will correctly calculate your tax owing if you enter accurate information. We guarantee we are certified to use the CRA’s NETFILE service. We don’t make any other guarantees about Better Tax.
YOUR USE OF THE PRODUCT IS AT YOUR OWN RISK. THE PRODUCT IS PROVIDED “AS IS.” EXCEPT FOR THE LIMITED WARRANTIES EXPRESSLY STATED ABOVE, BETTER TAX AND ITS AFFILIATES DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, AND DATA SECURITY. BETTER TAX DOES NOT GUARANTEE THE PRODUCT IS FREE FROM BUGS, VIRUSES, ERRORS, OR INTERRUPTIONS. IF THE EXCLUSIONS FOR IMPLIED WARRANTIES OR CONDITIONS DO NOT APPLY TO YOU, ANY IMPLIED WARRANTIES OR CONDITIONS ARE LIMITED TO 60 DAYS FROM THE DATE YOU LAST SUCCESSFULLY SUBMITTED YOUR TAX RETURN. WE DISCLAIM ANY WARRANTIES THAT THE PRODUCT MEETS LEGAL OBLIGATIONS, LAWS, OR REGULATIONS.
Say it again loudly for those in the back.
Not applicable to Residents of Quebec: You understand and agree that Better Tax’s liability is limited to the amount you paid for the use of our services. This does not apply to our Satisfaction Guarantee.
Better Tax is not liable for delays in filing your tax return due to any service disruptions or interruptions from third parties. It is your responsibility to file your tax return early to meet deadlines. Better Tax cannot be held accountable for tax returns rejected by NETFILE. Only the CRA can determine if a tax return is suitable for NETFILE. Should your tax return be ineligible for NETFILE, it must be printed and mailed by the deadline.
You agree that if we are liable for something, the maximum we’ll ever pay you is what you paid us. (This doesn’t apply to residents of Quebec or if our Satisfaction Guarantee applies.)
We aren’t responsible for any delays in filing. Carpe diem.
EXCEPT AS EXPLICITLY OUTLINED IN THIS AGREEMENT NEITHER BETTER TAX NOR ANY OF OUR AFFILIATES OR THOSE INVOLVED IN PROVIDING THE SERVICES SHALL BE LIABLE FOR ANY CLAIMS, INCLUDING DIRECT OR INDIRECT DAMAGES, LOST REVENUES, PROFITS, OR OPPORTUNITIES DUE TO THE USE OR PERFORMANCE OF THE SERVICES. THIS INCLUDES COMMUNICATIONS FROM US VIA THE SERVICES OR INFORMATION AVAILABLE, EVEN IF INACCURACIES EXIST OR SENSITIVE INFORMATION IS TRANSMITTED. BETTER TAX AND ITS AFFILIATES ASSUME NO LIABILITY FOR DAMAGE OR INJURY RESULTING FROM USING ANY PRODUCT, SERVICE, INFORMATION, IDEA, OR INSTRUCTION WITHIN THE SERVICES OR ITS CONTENT.
Unless we’ve specifically stated it elsewhere, neither our company nor any of us personally are liable for any issues that result from using Better Tax. This is true even if there are mistakes or sensitive data involved. We also aren’t responsible for any harm that comes from using Better Tax.
Any information collected through your use of the services is subject to our Privacy Policy which is incorporated into this Agreement by reference. By entering into this agreement, you agree to abide by our Privacy Policy. Better Tax takes appropriate measures to safeguard personal information. We collect and store personal information in accordance with the Personal Information Protection and Electronic Documents Act (Canada).
Ensuring the security of your data and personal information in our possession is our top priority. Better Tax implements and maintains commercially reasonable administrative, technical, and physical procedures to safeguard your data. While we take every possible precaution, we cannot guarantee that unauthorized third parties will never breach these measures. By using the Product, you acknowledge and agree to assume the associated risks.
We take privacy seriously and while we do our best to keep your personal data safe, you understand and accept that there are risks involved.
Your right to use the Product is subject to the License set out in this Agreement. The Product is protected by copyright, trade secret, and other intellectual property laws, and Better Tax retains all rights, title, and interest, including all intellectual property rights, in and to the Product and any derivative works arising from it. You acknowledge that Better Tax and all related documents are protected by Canadian copyright laws and international treaty provisions. You agree not to reproduce, modify, copy, deconstruct, sell, trade, or resell Better Tax.
Better Tax is protected under Canadian and international laws so you can’t copy, change, break down, or resell Better Tax.
You agree to the exclusive jurisdiction of the Province of British Columbia in governing any disputes that may arise under this Agreement.
Better Tax reserves the right to change this Agreement at any time. If Better Tax makes a material change to the Agreement we will notify you by Electronic Means. This Agreement will always indicate the date it was last updated and you are deemed to accept and agree to be bound by any changes to the Agreement when you use the Product after those changes are posted.
If a dispute arises under this agreement you need to pursue it in British Columbia.
We can change this agreement at any time. If we make a big change, we’ll let you know. If you keep using Better Tax after we’ve updated this agreement it means you agree to the changes.
Our Terms of Use and User Agreement was last updated February 20, 2026.