Your financial records should remain yours.
Receipts reveal where you shop, what you buy and how you pay. This policy explains what Smart Tax Planner collects, how your data is used and secured, and the control you keep over it.
Last updated: August 23, 2026
Encrypted in transit
Receipt images and files are sent over an encrypted connection to your private session.
You approve everything
Nothing enters your ledger or totals until you review the extracted details and approve them.
Never sold
Your receipts and financial details are never sold or shared with advertisers or data brokers.
Export anytime
Download your full ledger, reports and supporting records whenever you want.
Delete anytime
Remove any receipt or your entire account; deleted items are excluded from your totals.
Only what's needed
We collect only the data required to organize your receipts and produce your tax report.
About this policy
Smart Tax Planner is a tool that helps you capture receipts, extract and total the sales taxes you paid, compare that total against the standard IRS estimate, and produce an organized, tax-ready report backed by your original records. This policy describes how we handle the information involved in doing that. It applies to your use of the application and does not constitute tax, legal or accounting advice.
Information we collect
We collect only what is needed to operate the app for you:
- Account information — your name, email address and an encrypted (hashed) password used to create and secure your account.
- Receipts you add — the images, PDFs or photos you upload or capture, and the details extracted from them (merchant, date, amounts, taxes, category and form of payment).
- Tax profile — settings you provide such as filing status, state and applicable rate, used to calculate comparisons in your report.
- Basic technical data — information needed to keep your session secure and the app running reliably.
We do not ask for and do not need your Social Security number, bank login credentials or full payment-card numbers.
How we use your information
Your information is used to:
- Extract and organize the details from the receipts you add.
- Total your documented sales tax and compare it with the standard IRS estimate.
- Generate the reports and exports you request.
- Maintain your account, secure your session and provide support.
We do not use your receipts or financial details for advertising, and we do not sell or rent your data.
How receipt data is processed
When you add a receipt, its contents are processed by an automated AI extraction service to read details such as the merchant, date, amounts and taxes. This lets you skip manual typing. The extracted details are presented to you for review — nothing is added to your ledger or totals until you approve it. You can always edit a value or enter a receipt manually instead.
Where your data is stored and how it's secured
Your receipt files are stored in secure cloud storage, and your ledger and account details are kept in a protected database. Data is encrypted in transit, access is restricted, and your files are associated with your account so other users cannot see them.
No system can guarantee absolute security, but we take reasonable, industry-standard measures to protect your information and limit access to only what is necessary to run the service.
Your choices and control
- Review and edit every extracted receipt before it counts toward your totals.
- Delete any individual receipt at any time; removed items are excluded from totals.
- Export your full ledger and reports whenever you need them.
- Update your name, email or password from your profile settings.
- Request deletion of your account and associated data.
Data retention
We keep your receipts and ledger for as long as your account is active so your records and reports remain available to you. When you delete a receipt or your account, the associated data is removed from active use. Some information may be retained briefly where required for security or legal reasons.
Changes to this policy
We may update this policy as the app evolves. When we make material changes, we will update the date at the top of this page. Continued use of the app after an update means you accept the revised policy.
Questions
If you have questions about this policy or how your data is handled, please reach out through the support options available in your account.
Smart Tax Planner provides record-organization and informational tools. It does not provide tax, legal or accounting advice, prepare tax returns or guarantee deductions, refunds or tax savings. Tax rules and eligibility vary based on individual circumstances and may change. Consult a qualified tax professional before making tax decisions or filing a return.