TrueViewPros

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RETURNS & REFUNDS
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All sales are final. Due to the instant-access nature of digital downloads, we do not offer refunds under any circumstances once a file has been delivered or downloaded.

Please read the full product description carefully before purchasing. If you have questions about whether a product is right for you, message us BEFORE buying — we are happy to help you make the right decision.

If you experience a technical issue such as a corrupted file, missing file, or a file that will not open, contact us within 7 days of purchase and we will resolve it at no charge.

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DIGITAL DOWNLOADS — HOW IT WORKS
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All TrueViewPros products are digital downloads. Nothing will be physically shipped to you.

Immediately after your purchase is confirmed, Etsy will send you an email with your download link. You can also access your files at any time by going to:
Your Etsy Account → Purchases and Reviews → Download

Files are delivered in the following formats:
• Tax Planners: Microsoft Excel (.xlsx) — compatible with Excel 2016 or later and Google Sheets (free)
• Instruction Guides: Microsoft Word (.docx) — compatible with Word 2016 or later and Google Docs (free)

If you do not receive your download link within a few minutes of purchase, please check your spam or junk folder before contacting us.

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LICENSE & PERMITTED USE
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Each purchase grants a single-user, non-transferable license for PERSONAL USE ONLY.

You MAY:
✅ Use the planner for your own personal tax tracking and planning
✅ Print the instruction guide for your own personal reference
✅ Save and use the files across your own personal devices

You MAY NOT:
❌ Share, resell, redistribute, gift, or transfer the files to any other person
❌ Use the files with clients, customers, employees, or any third party
❌ Use the files for any commercial purpose whatsoever
❌ Remove, alter, or cover the TrueViewPros or TrueView Business Solutions branding
❌ Claim the work as your own or represent it as an original creation
❌ Upload, post, or distribute the files on any website, platform, or service
❌ Include the files in any course, membership, or digital product bundle

Purchase of this product does not grant any commercial license, resale rights, or permission to use with clients. Violation of these terms may result in legal action.

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DISCLAIMER
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All TrueViewPros products are designed for personal organizational and tax planning purposes only. They are not a substitute for advice from a licensed tax professional, CPA, or attorney.

TrueView Business Solutions has made every effort to ensure the accuracy of the information contained in these planners as of the date of publication, including updates reflecting the One Big Beautiful Bill Act (OBBB). However, tax laws are subject to change and additional IRS guidance may be issued throughout the year.

State tax laws may not conform to federal OBBB provisions. Always verify your specific tax obligations with a qualified tax professional before filing.

TrueView Business Solutions is not liable for any tax obligations, penalties, interest, errors, or omissions resulting from the use of these planners.

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PRIVACY
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We respect your privacy. Your personal information is used solely to process your Etsy order and respond to any messages you send us. We do not sell, share, or distribute your information to any third parties.

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CONTACT
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Have a question before you purchase? Run into a technical issue after downloading? We are here to help.

Please contact us through the Etsy messaging system. We respond within 1–2 business days Monday through Friday.

Thank you for supporting TrueViewPros — the digital shop for TrueView Business Solutions.

— TrueView Business Solutions