Legal
Effective 29 September 2026 · Version 2.0
These Terms of Service (“Terms”) govern your access to and use of the Medtax platform and services operated by Medtax Solutions Inc. (“Medtax,” “we,” “us,” “our”). By registering for an account, electronically accepting these Terms, or using the Medtax service after being presented with these Terms, you agree to be legally bound by them and by the Medtax Privacy Policy, which is incorporated into these Terms by reference. The Account Status, Suspension, Archiving and Deletion Policy (the “Account Progression Policy”), if presented to you and expressly incorporated, also forms part of these Terms. If you do not agree to these Terms, do not register for or use the service.
Medtax provides a BIR tax compliance and tax-record management service for doctors and other professionals in the Philippines. Through the Medtax platform and licensed or otherwise appropriately authorized account managers and professionals, Medtax may capture and record documents, maintain books of account, prepare BIR returns, and—once the Client has approved the applicable return and satisfied all applicable submission and funding requirements—file returns through the BIR’s authorized channels. Medtax provides the services described in the applicable plan; the Client remains the taxpayer responsible for its own tax obligations.
To create an account, the Client must affirmatively indicate acceptance of these Terms and the Privacy Policy through the electronic acceptance mechanism provided by Medtax, such as a clickwrap checkbox or equivalent electronic acceptance. Medtax may retain reasonable records evidencing acceptance, including the account identifier, date and time, applicable document versions, and other authentication or audit information. Electronic acceptance is intended to constitute the Client’s electronic signature or other manifestation of assent to these Terms to the extent recognized under Philippine law. Medtax may amend these Terms from time to time. For material changes, Medtax will provide reasonable advance notice and, where required by law or appropriate given the nature of the change, obtain renewed acceptance before the revised Terms apply. Continued use after a duly notified revision may constitute acceptance where permitted by law.
The service is intended for taxpayers and licensed professionals in the Philippines. You must provide accurate registration details, keep your login credentials secure, and are responsible for activity conducted through your account, except to the extent caused by Medtax’s breach or security failure. One account is permitted per taxpayer registration unless Medtax expressly approves otherwise. You must promptly notify Medtax of unauthorized access or suspected account compromise.
You are responsible for providing accurate, complete, lawful, and timely information and documents; reviewing and approving your returns before filing; providing required funds by the applicable cut-off; and meeting your own tax, registration, record-keeping, and other legal obligations. Where you provide personal information about other people, you represent that you have a lawful basis and authority to provide that information to Medtax under the Data Privacy Act of 2012. You remain responsible for information originating from you or persons acting on your behalf.
Medtax will perform the services included in the selected plan with reasonable professional care and in accordance with applicable Philippine laws and regulations governing the services. Medtax may record documents, maintain books of account, prepare returns, provide compliance-related assistance, and file approved returns through BIR-authorized channels. Where an activity constitutes the practice of public accountancy or another regulated professional service under Philippine law, Medtax will ensure that the activity is performed, supervised, signed, certified, or otherwise undertaken by an appropriately licensed or authorized professional or entity, as required by law. Medtax relies on the information, documents, approvals, and funds supplied by the Client and is not responsible for consequences directly attributable to inaccurate, incomplete, unlawful, or late submissions by the Client.
Medtax is provided under the plan selected by the Client; current plans, fees, inclusions, exclusions, and applicable taxes are shown or otherwise disclosed before purchase. Optional services outside the selected plan are quoted before work begins. Fees are payable as agreed. Unless expressly stated otherwise, fees are exclusive of applicable taxes, government charges, and third-party payment-processing charges. Medtax may change pricing for future billing periods upon reasonable advance notice; a price change will not retroactively alter a period already paid for.
You agree not to:
Our handling of personal data is governed by the Medtax Privacy Policy and, where applicable, a Data Processing Addendum or other data-processing terms. The parties’ roles are determined by the actual processing activity and applicable law, not solely by the labels used in these Terms. To the extent the Client determines the purposes and essential means of processing Client-provided tax information and Medtax processes that information on the Client’s documented instructions to provide the services, the Client may act as the Personal Information Controller and Medtax as the Personal Information Processor. Medtax acts as a Personal Information Controller for processing for which Medtax determines the purposes and means, including account administration, billing, security, fraud prevention, legal compliance, and other independent business purposes, subject to applicable law. Each party will comply with Republic Act No. 10173 (Data Privacy Act of 2012), its implementing rules and regulations, and applicable National Privacy Commission issuances.
Medtax owns and retains all rights, title, and interest in the Medtax platform, software, interfaces, databases, templates, workflows, methodologies, algorithms, AI systems and models, documentation, trademarks, and other Medtax materials, except for Client Data and rights expressly granted to the Client. You own the documents and personal or business data that you lawfully submit to Medtax (“Client Data”). Medtax may use Client Data only as necessary to provide, secure, administer, improve, and comply with legal obligations relating to the services, as further described in the Privacy Policy. Unless expressly agreed otherwise, tax returns and Client-specific reports prepared for you may be used by you for lawful compliance and business purposes, but this does not transfer Medtax’s rights in its underlying platform, templates, tools, methodologies, or generic materials.
Each party will keep the other party’s non-public confidential information confidential and use it only as necessary to perform or receive the services, except where disclosure is required by law, lawful authority, professional obligation, or a competent regulator. Personal data is additionally governed by the Data Privacy Act, the Privacy Policy, and any applicable data-processing agreement.
Medtax will use commercially reasonable efforts to maintain platform availability and security, but does not guarantee uninterrupted or error-free service. Medtax may perform scheduled maintenance with reasonable notice and emergency maintenance without prior notice where reasonably necessary to protect the platform, users, data, or legal compliance. Support is available by email during Philippine business hours, subject to the applicable plan.
The platform is provided on an “as available” basis, subject to the express commitments in these Terms and the applicable service plan. Medtax will perform its agreed services with reasonable professional care, but does not warrant a particular tax outcome, refund, assessment result, or that a BIR return will be accepted without query, audit, verification, reassessment, or other government action. Nothing in these Terms excludes warranties, statutory rights, professional duties, or liabilities that cannot lawfully be excluded or limited under Philippine law.
To the maximum extent permitted by applicable law, Medtax will not be liable for indirect, incidental, special, punitive, or consequential losses, or loss of profits, revenue, goodwill, or business opportunity, except to the extent such exclusion is prohibited by law. Subject to the exclusions below, Medtax’s aggregate liability arising out of or in connection with the services will not exceed the greater of (a) One Hundred Thousand Pesos (₱100,000.00), or (b) the total fees actually paid by the Client to Medtax during the twelve (12) months immediately preceding the event giving rise to the claim. Nothing in these Terms limits or excludes liability for fraud, gross negligence, wilful misconduct, death or personal injury where applicable, unlawful processing or other liability under the Data Privacy Act that cannot lawfully be limited, or any other liability that cannot be limited under Philippine law. Where Medtax’s error or delay directly causes a tax penalty or charge despite the Client having timely supplied complete and accurate information, required approval, and sufficient funds in accordance with these Terms, Medtax’s responsibility will be determined under this section, subject to any liability that cannot lawfully be limited.
You will indemnify and hold Medtax harmless from third-party claims, losses, damages, liabilities, penalties, and reasonable costs arising directly from (a) information or documents supplied by you that are materially inaccurate, unlawful, fraudulent, or infringing; (b) your material breach of these Terms; or (c) your failure to comply with your own tax or legal obligations, except to the extent caused by Medtax’s breach, negligence, gross negligence, fraud, wilful misconduct, or violation of applicable law. Medtax will promptly notify you of a claim for which indemnification is sought and provide reasonable cooperation.
You may pause your service or request permanent deletion through the app, subject to outstanding payment obligations and applicable legal or retention requirements. Account pausing, suspension, archiving, and deletion for non-payment are governed by the Account Progression Policy, if incorporated into these Terms. If there is an outstanding balance, Medtax may restrict or suspend services in accordance with that policy after the applicable payment becomes overdue. Medtax will not knowingly delete records that it is legally required to retain. Any right to delete Client Data remains subject to applicable tax, accounting, legal-claim, regulatory, and data-retention requirements.
If you request permanent deletion and applicable law permits deletion, Medtax will delete or securely dispose of the Client Data covered by the request in accordance with the Privacy Policy and applicable retention schedule. Data that Medtax is legally required to retain will remain in restricted storage and will not be used for ordinary service delivery except as permitted or required by law. You should export or otherwise preserve records that you are legally required to maintain before requesting deletion.
You remain responsible for complying with all filing, registration, payment, and record-keeping obligations applicable to your tax status, including obligations that continue while your BIR registration remains active. Pausing, suspending, archiving, or deleting a Medtax account does not suspend your statutory obligations. Before pausing or deleting the service, you should arrange for continued compliance through Medtax or another duly authorized service provider.
Medtax may suspend or terminate access where reasonably necessary because of non-payment, material breach, security risk, suspected unlawful activity, regulatory requirement, or other lawful reason. Except where immediate suspension is reasonably necessary to prevent harm, fraud, security compromise, or legal violation, Medtax will provide reasonable notice and an opportunity to cure where practicable. On termination, Medtax will stop preparing and filing new returns except as otherwise agreed or required by law. Records already generated or filed will be retained in accordance with the Privacy Policy and applicable legal retention requirements. Subject to the applicable retention schedule and account status, you may request a machine-readable export of available Client Data within thirty (30) days.
If a subscription payment is not received by its due date, the account may move through the stages stated in the Account Progression Policy. Unless otherwise expressly agreed, Medtax will not be required to prepare, obtain approval for, file, or remit a return while filing services are suspended because of non-payment. The Client remains responsible for monitoring BIR deadlines and providing complete documents, approvals, and sufficient funds within the applicable cut-off periods. Medtax will not be responsible for a missed filing or payment deadline to the extent caused by the Client’s non-payment, late or incomplete information, late approval, insufficient funds, or other Client-caused delay. This does not exclude Medtax’s own fraud, gross negligence, wilful misconduct, or other liability that cannot lawfully be excluded.
You may submit complaints or service concerns to Medtax at contact@medtax.ph or through the applicable in-app support channel. Medtax will review complaints in accordance with its internal redress procedures and applicable law. Nothing in this section limits your right to seek relief from the National Privacy Commission, Department of Trade and Industry, Bureau of Internal Revenue, courts, or another competent authority where applicable. For internet transactions covered by Republic Act No. 11967, Medtax will maintain an appropriate internal redress mechanism consistent with applicable requirements.
Where Medtax provides an AI assistant or automated feature, it is intended to assist with functions described in the service. AI-generated or automated outputs may contain errors or omissions and do not replace required human review, professional judgment, or Client approval. Medtax will not file a tax return solely on the basis of an automated output without the required review and approval process. Medtax will process information used by AI features in accordance with the Privacy Policy and applicable data-processing terms. Client Data will not be used to train third-party or general-purpose AI models except where expressly disclosed and permitted under applicable law and the applicable privacy terms.
These Terms are governed by the laws of the Republic of the Philippines. The parties will first attempt in good faith to resolve a dispute through Medtax’s internal complaint/redress process or direct negotiation within thirty (30) days after written notice of the dispute. This does not prevent a party from seeking urgent or provisional relief where legally available or exercising a non-waivable statutory right. Subject to applicable law, any dispute not resolved through good-faith efforts will be submitted to the competent courts of Makati City, Metro Manila.
These Terms, the Privacy Policy, and any expressly incorporated schedule or addendum, including the Account Progression Policy and any applicable Data Processing Addendum, constitute the agreement between you and Medtax concerning the services. If any provision is unenforceable, it will be modified or severed only to the extent necessary and the remaining provisions will remain effective. Failure to enforce a right is not a waiver. Neither party is liable for delay caused by events beyond its reasonable control, except for payment obligations and obligations that cannot lawfully be excused. Notices may be given by email, through the platform, or another legally recognized electronic means. The English version controls unless applicable law requires otherwise.
Questions, complaints, privacy matters, or requests concerning these Terms may be directed to:
Medtax Solutions Inc.
Suite 9D, Valero Tower, Bel-Air, Salcedo Village, Makati City, Philippines 1227
Email: contact@medtax.ph
Data Protection Officer: dpo@medtax.ph · +63 976 298 9000
You may also exercise applicable data-subject rights or lodge a complaint with the National Privacy Commission through its official channels.