Between : Taxassist and Client
These Terms and Conditions are between Jiten Joshi & Associates Limited (“Taxassist”) and its client (“Client”) taking on accounting and taxation services from Taxassist. These Terms and Conditions represent the entirety of the agreement between Taxassist and the Client.
By signing this Terms and Conditions and accepting our services, you agree to be bound by these terms and conditions. We may change these terms and conditions or add new terms and conditions in any way at any time, effective from the posting of modified terms and conditions to you via email.
The Client is to provide all Xero transaction coding/ description each month or the client to complete Xero reconciliation cording no later than the 15th of each month. If details are not provide by the 15th of the month, Taxassist will not be held responsible for the delay in the filing of any returns or the provision of the monthly report. Fees for the Monthly Plan may be reviewed annually or at any time deemed necessary by Taxassist, where the volume or time taken to process accounts is greater than originally anticipated. The client agrees to provide all information necessary for the proper completion of accounts. All relevant original documentation to be retained by the client for at least seven years. Taxassist reserves the right to withhold the filing of any returns until payment has been received.
3.OBLIGATIONS ( Record Keeping and Disclosures)
You are required by law to keep full and accurate records relating to your tax affairs. It is your obligation to provide Taxassist with all information that you reasonably expect will be necessary to allow us to perform work contemplated under this engagement within a timely manner or as requested. This includes providing accurate and complete responses to questions asked of you by us within a reasonable timeframe. Inaccurate, incomplete or late information could have a material effect on our services and/or our conclusions and may result in additional fees. We will not verify the underlying accuracy or completeness of information you provide to us. You are also required to advise us on a timely basis if there are any changes to your circumstances that may be relevant to the performance of our services. Specifically, if any subsequent event results in the information you provided to us being inaccurate, incomplete or misleading, then you are obliged to advise us as soon as possible. We take no responsibility to the extent that our advice is inaccurate, incomplete or misleading because it is based on inaccurate, incomplete or misleading information being provided to us by the client.
We will not disclose any information related to your affairs to any third party without your consent, unless required by law. If you instruct us in writing, we will have permission to disclose the relevant information accordingly, in the performance of our services.
We have fixed fees for fixed services, if we provide extra services it will incur extra fees. If a fee estimate or quote is provided, it is given in good faith but is not contractually binding. The actual fees and rates charged by us depending on the complexity and risks of the matter. Any works outside the scope of engagement will be charged separately and you will be notified prior to commencement. This fee arrangement will be subject to change if your requirements changes. Onboarding and Software fees will apply to each client , onboarding as well as ongoing.
If you are on a Monthly Plan, the fee will be collected on the first working day of each month by automatically debiting your credit card and this must be paid by you within 15 days of the billing date. Invoices will be delivered to you via email. If you are on a Yearly Plan, the fee must be paid by direct credit, in advance of the commencement of each year and must be paid by you within 15 days of the invoice date. If direct credit fails due to insufficient funds, We do not take liability for overdue work.
On paying a yearly / monthly, this confirms you have accepted a 12 month plan. If terminated within the 12 months, Taxassist will provide no refund of fees. Within each 12 month plan, you are entitled to one set of financial statements/or if more or as per quote and tax returns. In the event that you require a second set/extra work within that 12 month period, it will cost you extra. Termination of this contract :You will: remain liable for any accrued charges and amounts which become due for payment before or after termination. All outstanding fees must be paid in full before information is disclosed to another accounting practice. There shall be no refund or reimbursement of credit if the Yearly Plan contract is terminated due to Your breach of the terms of this contract.
You agree that Taxassist liability hereunder for damages, regardless of the form of action, shall not exceed the total amount paid for the services described herein. This shall be your exclusive remedy. You further agree that Taxassist will not be liable for any lost profit, or for any claim or demand against you by any other party. Under no circumstances will Taxassist be liable for incidental or consequential damages.
If you think the fee is excessive for the work done or if you are dissatisfied with our work we invite you to contact Jiten at
info@taxassist.co.nz, Director of the company, who will investigate without cost to you and suggest a remedy.
Our fixed price agreement provides ongoing access to the accounting, tax and business advice you need on a fixed-price basis, you are not inhibited form seeking timely advice by the concern over a clock running endlessly.
