Terms of Use and Engagement

Authority to Act

1. You authorise MyTaxation to act as your tax agent for all purposes associated with your tax affairs including the preparation of your personal and business tax returns and business financial statements and reports.
2. You authorise MyTaxation to do the following:

• Link your IRD number to their tax agency and delink you from any previous tax agency.
• Retain all your tax information and tax records to enable them to carry out all work relating to your tax returns and any other task involving income tax, student loan, family assistance rebates, and all other tax matters.
• Sign personal, trusts, companies and any other business tax return, GST return and other returns to do with tax on your behalf.
• Undertake any other work they deem necessary to ensure your compliance with tax law or to protect your interests.
• Undertake all other work authorised by you and as accepted by you in the agreed Letter of Engagement.
• To accept as your electronic signature that which was ticked in your Online Questionnaire when first becoming a client.

1. You acknowledge that MyTaxation reserves the right to withdraw their services and ‘delink’ you from their tax agency with the Inland Revenue Department at any time without prior notification and for any reason whatsoever. You agree that should this occur you accept full liability and responsibility for any fees still due to MyTaxation.
   
   Cancellation of Representation

1. By completing your online questionnaire, you are appointing MyTaxation as your tax agent. This will continue until such time as you decide to revoke that appointment by notifying MyTaxation by email that you no longer want them as your tax agent.
2. If before you choose to remove MyTaxation as your tax agent, MyTaxation had already advised you of tax work completed or tax returns already filed on your behalf, then before the cancellation is fully complete you agree to settle all fees still due to MyTaxation for all and any work carried out on your behalf.

Our Obligations

We undertake to:

1. Carry out all accounting and tax work for you in a competent and professional manner.
2. Treat you with the utmost respect and work with you if any issues arise requiring a resolution that we both accept.
3. To ensure full client confidentiality at all times regarding all work done for you and all records retained and maintained for you.
4. Provide ongoing services for you every year until you advise that you no longer require our services.
5. To comply with NZ Tax Law and rules of the Inland Revenue Department as they apply to work we do for you.
6. Review all tax assessments for you from the Inland Revenue Department and attend to any matters that require action.

Your Obligations.

You:

1. Will complete the online business questionnaire accurately to the best of your knowledge and provide MyTaxation with accurate and complete information at all times to enable the compilation of your business financial statements, GST and tax returns.
2. Acknowledge that by submitting all your information in the online business questionnaire which you sign, MyTaxation is authorised to lodge tax returns to the IRD on your behalf.
3. Authorise MyTaxation to link you with the IRD as your tax agent and you herewith give authority to MyTaxation to act for you until you notify them otherwise.
4. Will ensure MyTaxation disclaimer is attached if distributing tax information or tax details to any other third party.
5. Agree that MyTaxation should contact you at the start of each year regarding your tax work for that year.
6. Agree to provide MyTaxation with such information, documents or identification as it may request from time to time.
7. Accept that any failure to supply MyTaxation with all relevant records, information or adequate answers to all their questions or queries in a timely manner may cause errors or omissions which may result in you becoming liable for tax arrears, interest or penalties
8. Agree that MyTaxation will have no liability or responsibility to you if the information provided by you is incorrect, incomplete or misleading.
9. Grant full permission for MyTaxation to sign tax returns, GST returns and other tax papers on your behalf while acting as your agent.
10. Agree that where you have a tax bill to pay to IRD, you are solely responsible for the payment of that tax and any associated penalties, interest or other charges.

Accuracy of Information Provided

1. MyTaxation rely upon the information submitted by you to file correct returns to Inland Revenue.
2. You acknowledge that MyTaxation does not undertake any audit or verification of information that you provide for your accounting and tax work.
3. You acknowledge that submitting the online business questionnaire constitutes your full electronic signature.

ID Verification

You agree that MyTaxation, through an appointed third-party provider, may verify your identity by photo identification, address verification, NZ Driver Licence verification, and/or NZ Passport verification (based on details supplied by you).

Fees and Collection

1. You agree to pay MyTaxation fees as agreed to and displayed on their website, within 24 hours of you receiving your tax refund into your bank account from the IRD.
2. You agree to pay MyTaxation fees as agreed to and displayed on their website, within 24 hours of you receiving notification from IRD of your final tax position where IRD had transferred and offset your tax refund against any tax, GST,  student loan or child support amounts due by you.
3. If you have a question or dispute regarding the fee, contact MyTaxation immediately to ensure that any errors can be corrected, and misunderstandings resolved
4. You agree to be responsible for all and any costs incurred by MyTaxation in the collection of any unpaid fees due by you.

Information Collected

You are advised that MyTaxation receive information when you interact with them via their website. Their server logs and various tools assist them gather information as to browser, operating system, URL of sites you came from, your location and the content you view when visiting their website.

They may also have third party service providers to assist them track the effectiveness of their website, build visitor traffic and display advertising.

Communications

1. You agree to receive postal, email, text message and/or phone correspondence relating to your tax affairs.
2. You acknowledge that all tax related emails will be sent to the email address provided by you at registration and that you will notify MyTaxation of any change in your contact details.
3. You acknowledge and consent to MyTaxation validating the authenticity of your driver’s licence and/or passport through a third party through various communication means.
4. You acknowledge that you may receive email marketing from MyTaxation from time to time and that you can click the ‘unsubscribe’ link at the bottom of the email, or contact MyTaxation by email on consult@MyTaxation.co.nz if you wish to opt out.

Privacy

1. MyTaxation is subject to confidentiality requirements, in addition to obligations under the Privacy Act 1993. MyTaxation will only disclose that information to other parties in accordance with its Privacy Policy or as required by law.
2. MyTaxation agree that you have the right to request a copy of your information held by them, as well as the right to correction of any incorrect information about you held by them.

Confidentiality

1. Confidentiality is strictly maintained in regard to all your tax affairs.
2. You agree that MyTaxation may need to carry out tax work on your behalf. In this instance it may be necessary to disclose information to Inland Revenue Department or ACC that is requested under the law.  Other than the parties mentioned above, we will not disclose any of your information to anyone without your express permission.

Complaints

1. Your satisfaction is important to MyTaxation.
2. If MyTaxation has made a mistake or if you are not satisfied with the service, please contact MyTaxation and advise them of your complaint.
3. MyTaxation promise to look into every complaint and resolve it with you so all parties are satisfied.

Disclaimer and Limitation of Liability

1. We advise that MyTaxation have not audited or reviewed the information provided by you for your accounting and tax work so neither MyTaxation nor any of their employees accept any responsibility for the accuracy of the financial statements, GST and tax returns prepared from information supplied and subsequently lodged with the Inland Revenue Department.
2. Your Financial Statements as well as your GST and Tax returns have been prepared at the request of, and for the purposes of you the client only, so neither MyTaxation nor its employees accept any responsibility on any ground whatever, including liability in negligence, to any other person, except where required by consumer law.

 7 Day Notice

We reserve the right to fully update our terms and conditions or fees from time to time on 3 days’ notice to you via email.

 Intellectual Property

1. MyTaxation owns or has licensed all intellectual property rights in the content, software and tools on its website. All title, interest and rights (including but not limited to ownership and intellectual property rights remains in MyTaxation name or that of its providers.
2. You acknowledge such title, interest and rights in the LP Rights and will not take any action to jeopardise, limit or interfere in any manner with the interests or rights in the IP.

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