BondtallyTerms of service
These terms govern your use of Bondtally (bondtally.atesensoftware.com), provided by Samet Ateşen, trading as Atesen Software, Sakarya, Türkiye ("we"). By using Bondtally or buying a license you accept them.
1. What Bondtally does
Bondtally is browser software that applies the arbitrage rebate rules published in IRC 148(f) and 26 CFR 1.148-3, 1.148-4 and 1.148-7 (as in force on 1 October 2026) to the bond and investment data you enter, and builds reports, worksheets, workbooks, calendars and lists. It does not file anything with the IRS, does not make payments, does not determine yield restriction or variable-yield, refunding, hedge or guaranteed investment contract matters, and is not tax or legal advice.
2. Free use and licenses
- Running the made-up sample, checking any issue and viewing every result on screen are free.
- A license unlocks the downloads for 12 months from the purchase date. Issuer: 1 issuer and all of its issues. Finance office: up to 10 issuers. Advisor: any number of issuers, including clients you serve.
- Licenses are for use by your organisation's personnel and may not be resold, shared outside your organisation or published.
3. Payment
Our order process is conducted by our online reseller Paddle.com. Paddle.com is the Merchant of Record for all our orders. Paddle provides all customer service inquiries and handles returns. Prices are shown in USD. Where VAT or sales tax applies, Paddle calculates it and shows the total before you pay. Licenses are one-time payments covering 12 months and do not renew automatically.
4. Your responsibility
Results depend on the data you enter. Your rebate computations, payments, Form 8038-T filings and your reliance on any exception are your decisions and responsibility; consult bond counsel or a rebate analyst. You remain responsible for meeting every requirement and deadline.
5. Availability and changes
We may improve, change or discontinue features. A license keeps its download access for its 12-month term, including updates for changes to the rules it applies.
6. Liability
To the extent the law allows, our total liability for any claim relating to Bondtally is limited to the amount you paid for the license in the 12 months before the claim. We are not liable for indirect or consequential loss, including rebate, penalties, interest, loss of tax exemption or lost profit. Nothing in these terms limits liability that cannot be limited by law.
7. Refunds
See the refund policy: 14-day money-back guarantee.