Terms and Conditions
Terms and Conditions for Basic Package Purchase
1. Services Provided
1.1 T1 General Tax Return Preparation: Meticulous preparation of your T1 General tax return, ensuring compliance with CRA requirements. Our experts will cover all necessary details required by the CRA.
1.2 Income Assessment: Inclusion of one T4 slip (employment income) in your tax return.
1.3 Investment Income Reporting: If you have income from investments, one T5 slip (investment income) will be included in the return.
1.4 Tuition Fee Deductions: For students, one T2202 slip (tuition fees) will be included to assist in claiming eligible tuition fee deductions.
1.5 New Immigrants Credits: Guidance on tax implications and credits (CCB, GST/HST Refund) available to new immigrants.
1.6 E-filing Convenience: Electronic filing (e-filing) for a quicker and efficient submission process.
2. Client Responsibilities
2.1 Accuracy of Information: The Client must provide accurate and complete information necessary for tax return preparation. The Client is also responsible for maintaining their books and records. Bookkeeping services are not included in this package; it is the sole responsibility of the Client to ensure the accuracy and organization of their financial records.
2.2 Documentation Submission: The Client agrees to timely submit all required documentation for accurate tax preparation. This includes but is not limited to income statements, receipts, and any other relevant financial documents necessary for the completion of the tax return.
3. Subcontracting
3.1 Subcontracting Clause: The Company reserves the right to subcontract or assign the services outlined in this Package to third parties or independent contractors as deemed necessary without prior consent from the Client. The Company remains responsible for the fulfillment and quality assurance of all services rendered under this Agreement.
4. Tax Filing Deadline
4.1 Filing before Deadline: The Company assures that the tax return included in this Package will be filed before the applicable deadline, ensuring timely submission.
5. Refund and Cancellation
5.1 No Refund Policy: Due to the nature of our services, no refunds will be provided once work on the tax return has commenced.
5.2 No Cancellation of Contract: Once the Client engages our services and provides necessary documentation, the contract cannot be canceled.
6. Confidentiality
The Company ensures the confidentiality of client information provided for tax preparation and will not disclose such information to third parties without prior consent, except as required by law.
7. Limitation of Liability
The Company shall not be liable for any indirect, consequential, or incidental damages arising from the use of our services.
8. Governing Law
This document, upon acceptance by the Client, shall constitute the Agreement between the Client and the Company. By purchasing the Basic Package, the Client acknowledges understanding and agrees to be bound by these terms and conditions.
9. Acceptance of Terms
Upon accepting these terms and conditions and purchasing the Basic Package, the Client acknowledges that this document constitutes the Agreement between the Client and the Company.
Terms and Conditions for Standard Package Purchase
1. Services Provided
- T1 General Tax Return Preparation: Our team of tax experts will prepare your T1 General tax return, covering all the necessary details required by the Canada Revenue Agency (CRA).
- Comprehensive Income Assessment: We will include multiple T4 slips (employment income) and T5 slips (investment income – Limited to interest income reporting) and part-time and odd jobs other income sources such as earnings from Uber Rides in your tax return.
- Tuition Fees and RRSP Contributions: If applicable, we’ll include T2202 slips (tuition fees) and incorporate RRSP contributions to optimize your tax situation.
- Pension Income Assessment: We’ll include all sources of pension income, ensuring accurate reporting and optimization of deductions.
- Old Age Security (OAS) and Guaranteed Income Supplement (GIS): We’ll help you maximize your benefits by ensuring accurate reporting and claiming of OAS and GIS.
- Review of Senior-Related Deductions and Credits: Our experts will perform a comprehensive review to identify potential deductions and credits specific to seniors, such as medical expenses and age-related credits.
- E-filing Convenience: Your tax return will be electronically filed (e-filing), ensuring a swift and efficient submission process.
- Basic Review of Deductions and Credits: Our experts will perform a basic review to identify potential deductions and credits that may apply to your situation.
2. Standard Package Terms and Conditions
Client Responsibilities:
Accuracy of Information: The Client must provide accurate and complete information necessary for tax return preparation. The Client is also responsible for maintaining their books and records. Bookkeeping services are not included in this package; it is the sole responsibility of the Client to ensure the accuracy and organization of their financial records.
Documentation Submission: The Client agrees to timely submit all required documentation for accurate tax preparation. This includes but is not limited to income statements, receipts, and any other relevant financial documents necessary for the completion of the tax return.
Subcontracting Clause:
The Company reserves the right to subcontract or assign the services outlined in this Package to third parties or independent contractors as deemed necessary without prior consent from the Client. The Company remains responsible for the fulfillment and quality assurance of all services rendered under this Agreement.
Tax Filing Deadline:
The Company assures that the tax return included in this Package will be filed before the applicable deadline, ensuring timely submission.
Refund and Cancellation:
- No refunds will be provided once work on the tax return has commenced.
- Once the Client engages our services and provides necessary documentation, the contract cannot be canceled.
Confidentiality:
The Company ensures the confidentiality of client information provided for tax preparation and will not disclose such information to third parties without prior consent, except as required by law.
Limitation of Liability:
The Company shall not be liable for any indirect, consequential, or incidental damages arising from the use of our services.
Governing Law:
This document, upon acceptance by the Client, shall constitute the Agreement between the Client and the Company. By purchasing the Standard Package, the Client acknowledges understanding and agrees to be bound by these terms and conditions.
Acceptance of Terms:
Upon accepting these terms and conditions and purchasing the Standard Package, the Client acknowledges that this document constitutes the Agreement between the Client and the Company.
Terms and Conditions for Premium Package
1. Services Provided
- T1 General Tax Return Preparation: Our team of experienced tax experts will meticulously prepare your T1 General tax return, covering all the intricate details required by the Canada Revenue Agency (CRA).
- Extensive Income Assessment: We will include multiple T4 slips (employment income), T5 slips (investment income – Interest and Dividend income), T3 slips, T2202 slips (tuition fees), RRSP contributions, and other employment and odd jobs income sources in your tax return.
- Comprehensive Review of Deductions and Credits: Our experts will conduct a thorough review to identify and optimize potential deductions and credits tailored to your unique tax situation.
- Rental Income Assessment: We’ll include one property rental income, helping you maximize deductions while staying compliant with tax laws.
- Deduction of Rental Expenses: We’ll help you identify and deduct eligible expenses related to your rental property, such as maintenance, utilities, and mortgage interest.
- Depreciation and Capital Cost Allowance (CCA): We’ll calculate CCA to help you minimize taxable income from your rental property.
E-filing Convenience: Your tax return will be electronically filed (e-filing) to ensure a swift and seamless submission process.
2. Client Responsibilities
- Accuracy of Information: The Client must provide accurate and complete information necessary for tax return preparation. The Client is also responsible for maintaining their books and records. Bookkeeping services are not included in this package; it is the sole responsibility of the Client to ensure the accuracy and organization of their financial records.
- Documentation Submission: The Client agrees to timely submit all required documentation for accurate tax preparation. This includes but is not limited to income statements, receipts, and any other relevant financial documents necessary for the completion of the tax return.
3. Subcontracting Clause
- The Company reserves the right to subcontract or assign the services outlined in this Package to third parties or independent contractors as deemed necessary without prior consent from the Client. The Company remains responsible for the fulfillment and quality assurance of all services rendered under this Agreement.
4. Tax Filing Deadline
The Company assures that the tax return included in this Package will be filed before the applicable deadline, ensuring timely submission.
5. Refund and Cancellation
No refunds will be provided once work on the tax return has commenced.
Once the Client engages our services and provides necessary documentation, the contract cannot be canceled.
6. Confidentiality
The Company ensures the confidentiality of client information provided for tax preparation and will not disclose such information to third parties without prior consent, except as required by law.
7. Limitation of Liability
The Company shall not be liable for any indirect, consequential, or incidental damages arising from the use of our services.
8. Governing Law
This document, upon acceptance by the Client, shall constitute the Agreement between the Client and the Company. By purchasing the Premium Package, the Client acknowledges understanding and agrees to be bound by these terms and conditions.
9. Acceptance of Terms
Upon accepting these terms and conditions and purchasing the Premium Package, the Client acknowledges that this document constitutes the Agreement between the Client and the Company.
Add-On Services Terms and Conditions
Add-On Services:
Description of Add-Ons:
A clear description of the additional services offered as Add-Ons on the website. The services and their limitations are as described on the company website.
Pricing and Payment:
The pricing for each Add-On service is as mentioned on the company website. Payment shall be made in accordance with the stated prices.
Service Limitations:
Services provided as Add-Ons are limited to those explicitly described on the company website. Any additional services beyond the Add-On description will not be provided under this agreement.
Add-On Acceptance:
By purchasing an Add-On, the Client agrees to these terms and conditions as described on the company website.
Refund Policy for Add-Ons:
Add-On purchases are non-refundable once the service has been provided, as stated on the company website.
Cancellation of Add-On Services:
Once the service associated with an Add-On has commenced, cancellation is not permitted, as outlined on the company website.
Liability for Add-On Services:
The Company’s liability for Add-On services is limited to the specific service provided as per the description on the company website.
Governing Law for Add-On Services:
The terms and conditions for Add-On Services are governed by the same laws as outlined on the company website and in the main service Agreement between the Client and the Company.
Service Details:
The services will be limited to those mentioned on the company website for each Add-On. Tax filing services are included; however, bookkeeping is not part of these Add-Ons.
Client Responsibilities:
The Client must provide accurate and complete information necessary for tax return preparation within the deadline specified on the company website for tax filing submission.
Subcontracting Clause:
The Company reserves the right to subcontract or assign the services outlined in these Add-Ons to third parties or independent contractors as deemed necessary without prior consent from the Client. The Company remains responsible for the fulfillment and quality assurance of all services rendered under this Agreement.
Acceptance of Terms
Upon accepting these terms and conditions and purchasing the Add – Ons, the Client acknowledges that this document constitutes the Agreement between the Client and the Company.
