1. Acknowledgements and Agreements

1.1. This agreement lays out the terms and conditions of the services provided to you by Taxably. By engaging Taxably for services to be provided to you or on your behalf, you acknowledge that you understand it and agree to be bound by the terms and conditions in this agreement.

1.2. Specifically, by engaging Taxably, under this agreement:

1.2.1.  You agree to engage the services of Taxably for accounting, tax compliance and financial management matters.
1.2.2.  You acknowledge and agree to Taxably collecting and compiling your information, including confidential personal and business information, for the purpose of providing services under this contract.
1.2.3.  You authorise Taxably to communicate directly with either the designated Taxation Office on your behalf, as per the jurisdiction selected in the Consent Form, for the purpose of providing services under this agreement. This includes Taxably disclosing identifiable information about you, to the authorised taxation office.
1.2.4.  You acknowledge and agree for Taxably to submit documentation to, and communicate with, government bodies on your behalf (e.g. the authorised taxation office) for the purpose of providing services under this agreement.
1.2.5.  You understand and agree that you are ultimately responsible for the completeness and correctness of the information supplied and used to provide the services under this agreement.
1.2.6.  You understand that the documents, including supporting evidence, lodged on your behalf under this agreement are binding on you, as a taxpayer.
1.2.7.  You understand and acknowledge that you are solely responsible and liable for any taxes, fines, interest penalties and other government charges resulting from the lodgment of documents prepared under this agreement.
1.2.8.  You understand and acknowledge that the authorised taxation office or other governmental body may review and amend your submissions at their discretion and without prior notice.
1.2.9.  You understand that the authorised taxation office may amend your submissions and apply additional taxes, charges, penalties, fines and interests. It may place the onus on you to demonstrate that you are not liable for these or that their amendments are incorrect.
1.2.10.  Finally, you understand and agree that Taxably can only provide estimates based on current laws and, where new legislation is involved, based on a conservative interpretation of the law.

1.3.  Taxably charges fees for the provision of services under this agreement. These are separate from any taxes, charges, fines or penalties issued by the authorised taxation office. Our charges are payable regardless of the outcome of a valid  submission to the authorised taxation office.

2. Performance of Services

2.1 Experience and Registrations

2.1.1. Taxably provides accounting, taxation and financial management services from a team of employees and contractors with relevant experience and appropriate qualifications under Tax Practitioners Board (TPB) registration number 25886193 (Company Tax Agent).
2.1.2. Taxably provides accounting, taxation and financial management services from a team of employees and contractors with relevant experience and appropriate qualifications as required by the Dutch Tax Authorities, registration number 697540.
2.1.3. Taxably provides accounting, taxation and financial management services from a team of employees and contractors with relevant experience and appropriate qualifications as required by the US Tax Authorities, registration number omitted from disclosure requirements.
2.1.4. Taxably agrees to use the best of its (team’s) ability to achieve the best outcome for the Client.
2.1.5. Taxably agrees to communicate  relevant matters pertaining to accounting, taxation and financial management of the Client’s business or personal affairs included in the engagement.

2.2 Third-Party Service Providers

2.2.1. Where appropriate, Taxably may contract third party service providers to ensure we deliver the highest quality services to our customers. Taxably has a contractual relationship with External Accountants, Tax Advisors, Quantity Surveyors, Financial Planners, and Lawyers for the provision of administrative support services.
2.2.2. Under the contract, Taxably may contract other third party service providers to deliver services to you, including but not limited to auditing services, legal research, migration advisory, legal services, financial planning, quantity surveying, printing and file administration. You can request a list of our approved third party services providers at any time.
2.2.3. When Taxably is required to share your information with a third-party service provider (other than our technology providers, or under direct working contract with Taxably for the provision of tax services) it will only do so after receiving your approval in writing.
2.2.4. Taxably uses technology providers to host, organise, manipulate and view documents that contain your information. Such technology providers include but are not limited to Google, Xero, HubSpot, HubDoc, OpenAI/ChatGPT, Calendly, and Adobe. These providers are specifically excluded from 2.2.3 above.

2.3 Quality Assurance

2.3.1. Taxably operates by an Accounting Professional and Ethical Standards best practice model and requests evidence of all claimable expenses and/or depreciation. Taxably reserves the right to refuse deductions where an expense or a depreciable asset cannot be substantiated.
2.3.2. Taxably will take all commercially reasonable steps to ensure the outcome of its services is accurate and timely, so as to meet the requirements of the relevant government authorities, including the authorised tax authorities.
2.3.3. It is your responsibility to disclose all relevant information and supply necessary evidence in a timely manner. Taxably will prepare statements, reports and other documents based on the information you provide and is able to obtain through formal means (such as the Tax Agent Portal).
2.3.4. Taxably will take all commercially reasonable care to prevent and detect material errors, omissions and misstatements. However, you are ultimately responsible for the correctness and timeliness of the submissions to government authorities on your behalf.

2.4 Rework and Amendments

2.4.1. Rework, amendments, objections, requests for private ruling, and audit assistance are considered new assignments and will incur separate fees and charges. Taxably will not commence rework or amendments without your explicit request and consent in writing.
2.4.2. Rework, amendments, objections, requests for private ruling, and audit assistance undertaken on work previously carried out under this agreement will also fall under this agreement, unless a new agreement is signed.
2.4.3. Taxably may require a deposit or prepayment of fees prior to commencing rework, amendments, objections, requests for private ruling, and audit assistance.
2.4.4. Even when amendments, corrections, objections, requests for private ruling or audit assistance are the result of an error or omission on the part Taxably, you may incur separate charges, if the error or omission could NOT reasonably have been detected by us.

3. Charges and Payment of Fees

3.1 General Terms and Conditions

3.1.1. Preliminary fees and charges are quoted on a case-by-case basis, in writing, and are agreed upon prior to commencement of work, unless circumstances exist where prior agreement is not viable (e.g. additional time fee or an administrative handling fee). Preliminary quotes may be revised in such instances.
3.1.2. Our fees are payable directly by the Client (you) based on an agreed-upon fee schedule. We DO NOT charge percentages on tax refunds.
3.1.3. Taxably may issue invoices in four (4) methods, depending on the type, scope and complexity of the work undertaken under this agreement: Before commencing work (prepayment), a payment plan, upon completion of the services (post pay), or on a calendar month frequency (business services only).
3.1.4. You may be billed under one or more methods under this agreement, depending on the Scope of Works.
3.1.5. When payment is required before commencement of works, Taxably will issue an invoice to your nominated email address. No paper invoices will be issued.
3.1.6. It is your responsibility to pay invoices in full, and by the due date. Failure to pay invoices in full by their due date may delay commencement of work.
3.1.7. Failure to pay invoices in full by their due date will incur a 10% late payment fee over the full balance of the original invoice.
3.1.8. Taxably reserves the right to use income tax refunds paid to the Tax Agent account where outstanding and/or overdue fees balance on the Client's account is present, to pay the outstanding balance in parto in full. Tax refund balances outside of the outstanding and/or overdue balance will be refunded to the Client's account upon completion of all works in progress.
3.1.9.Taxably may refuse to commence (new) work, may  delay or withhold submissions if there is an outstanding overdue balance on the Client’s account.
3.2.0. If a balance is outstanding for more than 30 days, Taxably reserves its rights to refer the outstanding debt to a debt collector, as well as all related Client’s identifiable information.

3.2 Service Specific Terms and Agreements

3.2.1. Fixed Fee Tax Services (Prepaid)

3.2.1.1. The preparation and amendment of income tax returns is quoted and charged on a fixed fee basis. Tax related forms and submission are quoted and charged on a fixed fee basis.
3.2.1.2. Fixed fee taxation services are prepaid and invoiced upon signing of this service agreement, before the commencement of the preparation or amendment of the tax return. Tax returns, amendments or other tax preparation and related work will not be lodged to the appropriate tax authorities until payment has been received in full, unless under exceptional circumstances a payment plan has been agreed upon, as per chapter 3.2.2.
3.2.1.3. Fixed fee taxation services include the review and assessment of up to 15 source documents (receipts, invoices, identification, info request form, etc). If you submit in excess of 15 documents, you shall incur a document handling fee for the additional work required. This fee is quoted in the Memorandum of Fees.
3.2.1.4. Where additional services are required, not identified in the preliminary quote and Scope of Works, a revision of fees and Scope of Works may occur.
3.2.1.5 Where the allocated time spent for fixed fee works is excessive based on the Senior Tax Practitioner charge out rate, Taxably reserves the right to finalise the work on a timed basis, applying the Senior Tax Practitioner charge out rate + office costs.

3.2.2. Payment Plans

3.2.2.1. Payment plans may be negotiated at the discretion of the appropriate tax practitioner in charge of its jurisdiction, but will not be available for fees under AUD $500.
3.2.2.2. In the exceptional circumstances, where a payment plan has been agreed upon, work will commence upon the receipt of the first instalment as per the payment plan. Taxably may withhold submission to the appropriate tax authorities until payment has been received in full.
3.2.2.3. Taxably reserves its right to demand full payment of the outstanding balance of the payment plan where the payment plan has been defaulted upon by the Client.

3.2.3. Tax Advice, Appeals, Objections and Other Written Works

3.2.3.1. A preliminary fee estimate shall be given up front, prior to the commencement of services. This fee estimate may be altered if the Scope of Works required exceeds the initial fee estimate.
3.2.3.2. A Scope of Works shall be provided for tax advice. The fee shall be reflective of the Scope of Works. Any matter outside of the Scope of Works shall not be covered by the fee estimate.
3.2.3.3. Prior to commencement of works, 50% of the fee estimate shall be paid up front, and the outstanding balance of 50% shall be invoiced and paid upon completion of the works.
3.2.3.4. The tax advice or other written works shall be delivered or lodged after the final payment has been received.

3.2.4. Accounting and Business Services

3.2.3.1. Accounting, business and related services shall be invoiced in the first week of the new month for services to be rendered in the upcoming month.
3.2.3.2. Work on your file/matter shall only continue upon receipt of payment of the upcoming month’s work.
3.2.3.3. Failure to pay for the services conducted for the previous month shall stall works; however, works shall recommence as soon as payment has been received.
3.2.3.4. Fixed fee services conducted as part of the accounting and/or bookkeeping services (such as IAS/BAS etc) shall be included in the invoice for the month in which it was lodged to the tax authorities, unless specifically included in a business package, as per the Business Package Scope of Works.

3.3 Standard Terms of Payment

3.3.1. Taxably’s invoices are due and payable seven (7) days from issue (dated).
3.3.2. Taxably applies a late payment fee of 10% on unpaid balances after this date.

4. Data Management and Confidentiality

4.1. Taxably will take all commercially reasonable steps to safeguard your confidential information.
4.2. Taxably will not share your information with third parties, (other than the government authorities to whom you hereby engage us to report to) without your explicit written consent.
4.3. Taxably may request written consent prior to releasing your information to your spouse or other associate.
4.4. You are ultimately responsible for keeping copies of all relevant information and evidence used for the preparation of documents under this agreement.
4.5. Taxably may provide a copy of the consent forms to relevant third parties, as evidence that you granted us authority to act on your behalf.

5. Termination of Service

5.1. The termination of the agreement occurs at the end of the service delivery as per the Scope of Works, unless Taxably is engaged for new work, and this Service Agreement has not been altered since the engagement of new work.
5.2. Termination of this agreement may occur in writing, where:

5.2.1.  The works have not yet commenced; or
5.2.2.  A conflict of interest has been identified by the relevant tax practitioner or accountant, in accordance with the Accounting Professional and Ethical Standards, or other applicable professional code or statute; or
5.2.3.  Where business advisory and accounting services are within the first three (3) months from the date of signing the Business Package Scope of Works.

5.3. Termination of the agreement does not cancel the Client’s obligation to pay for charges duly incurred (invoiced or otherwise) and any other outstanding invoices raised under this agreement.
5.4. Should this contract be terminated before completion of the work, the performed works (if any) may be invoiced and will be payable as per the above payment terms.

6. Limited Liability

6.1. Taxably, its staff and contracted third-parties will not be responsible, nor liable, for losses, fines, penalties or other damages resulting from the provision of services under this agreement.
6.2. Taxably will not be liable for any submission or omission on behalf of, or on instruction of the Client which is not in compliance with the Income Tax Assessment Act 1936, Income Tax Assessment Act 1997, the Tax Agent Services Act 2009, or any other applicable act in any of the jurisdictions in which Taxably operates.
6.3. Taxably will not be liable for any act or submission on behalf of, or on instruction of the Client which, in our professional evaluation, could not be in compliance with acts prescribed in Clause 6.2 of this agreement.

  1. Welcome

    1. This agreement lays out the terms and conditions of the services provided to you by Taxably. By signing this agreement, you acknowledge that you understand it and agree to be bound by its terms and conditions.
      • You agree to engage the services of Taxably for accounting, tax compliance and financial management matters.
      • You acknowledge and agree to Taxably collecting and compiling your information, including confidential personal and business information, for the purpose of providing services under this contract.
      • You authorise Taxably to communicate directly with either the designated Taxation Office on your behalf, as per the jurisdiction selected in the Consent Form, for the purpose of providing services under this agreement. This includes Taxably disclosing identifiable information about you, to the authorised taxation office.
      • You acknowledge and agree for Taxably to submit documentation to, and communicate with, government bodies on your behalf (e.g. the authorised taxation office) for the purpose of providing services under this agreement.
      • You understand and agree that you are ultimately responsible for the completeness and correctness of the information supplied and used to provide the services under this agreement.
      • You understand that the documents, including supporting evidence, lodged on your behalf under this agreement are binding on you, as a taxpayer.
      • You understand and acknowledge that you are solely responsible and liable for any taxes, fines, interest penalties and other government charges resulting from the lodgment of documents prepared under this agreement.
      • You understand and acknowledge that the authorised taxation office or other governmental body may review and amend your submissions at their discretion and without prior notice. 
      • You understand that the authorised taxation office may amend your submissions and apply additional taxes, charges, penalties, fines and interests. It may place the onus on you to demonstrate that you are not liable for these or that their amendments are incorrect. 
      • Finally, you understand and agree that Taxably can only provide estimates based on current laws and, where new legislation is involved, based on a conservative interpretation of the law.
    2. Taxably charges fees for the provision of services under this agreement. These are separate from any taxes, charges, fines or penalties issued by the authorised taxation office. Our charges are payable regardless of the outcome of a valid  submission to the authorised taxation office. 
  2. Performance of Services

    • Experience and Registrations
      1. Taxably provides accounting, taxation and financial management services from a team of employees and contractors with relevant experience and appropriate qualifications under Tax Practitioners Board (TPB) registration number 25886193 (Company Tax Agent).
      2. Taxably provides accounting, taxation and financial management services from a team of employees and contractors with relevant experience and appropriate qualifications as required by the Dutch Tax Authorities, registration number 697540.
      3. Taxably provides accounting, taxation and financial management services from a team of employees and contractors with relevant experience and appropriate qualifications as required by the US Tax Authorities, registration number omitted from disclosure requirements. 
      4. Taxably agrees to use the best of its (team’s) ability to achieve the best outcome for the Client.
      5. Taxably agrees to communicate in a timely manner on all relevant matters pertaining to accounting, taxation and financial management of the Client’s business or personal affairs.
    • Third-Party Service Providers
      1. Where appropriate, Taxably may contract third party service providers to ensure we deliver the highest quality services to our customers. Taxably has a contractual relationship with ExternalAccountants, Tax Advisors, Quantity Surveyors, Financial Planners, and Lawyers for the provision of administrative support services.
      2. Under the contract, Taxablymay contract other third party service providers to deliver services to you,including but not limited to auditing services, legal research, migrationadvisory, legal services, financial planning, quantity surveying, printing andfile administration. You can request a list of our approved third partyservices providers at any time.
      3. When Taxably is required toshare your information with a third-party service provider (other than ourtechnology providers, or under direct working contract with Taxably for theprovision of tax services) it will only do so after receiving your approval inwriting.
      4. Taxably uses technology providersto host, organise, manipulate and view documents that contain your information.Such technology providers include but are not limited to Google, Xero, HubSpot,HubDoc, Calendly, and Adobe. These providers are specifically excluded from2.2.3 above.
    • Quality Assurance
      • Taxably operates by an Accounting Professional and Ethical Standards best practice model and requests evidence of all claimable expenses and/or depreciation. Taxably reserves the right to refuse deductions where an expense or a depreciable asset cannot be substantiated.
      • Taxably will take all commercially reasonable steps to ensure the outcome of its services is accurate and timely, so as to meet the requirements of the relevant government authorities, including the authorised tax authorities.
      • It is your responsibility to disclose all relevant information and supply necessary evidence in a timely manner. Taxably will prepare statements, reports and other documents based on the information you provide and is able to obtain through formal means (such as the Tax Agent Portal).
      • Taxably will take all commercially reasonable care to prevent and detect material errors, omissions and misstatements. However, you are ultimately responsible for the correctness and timeliness of the submissions to government authorities on your behalf.
    • Quality Assurance
      • Rework, amendments, objections, requests for private ruling, and audit assistance are considered new assignments and will incur separate fees and charges. Taxably will not commence rework or amendments without your explicit request and consent in writing.
      • Rework, amendments, objections, requests for private ruling, and audit assistance undertaken on work previously carried out under this agreement will also fall under this agreement, unless a new agreement is signed.
      • Taxably may require a deposit or prepayment of fees prior to commencing rework, amendments, objections, requests for private ruling, and audit assistance.
      • Even when amendments, corrections, objections, requests for private ruling or audit assistance are the result of an error or omission on the part Taxably, you may incur separate charges, if the error or omission could NOT reasonably have been detected by us.
  3. Charges and Payment of Fees

    • General Terms and Conditions
      1. Preliminary fees and charges are quoted on a case-by-case basis, in writing, and are agreed upon prior to commencement of work, unless circumstances exist where prior agreement is not viable (e.g. additional time fee or an administrative handling fee). Preliminary quotes may be revised in such instances.
      2. Our fees are payable directly by the Client (you) based on an agreed-upon fee schedule. We DO NOT charge percentages on tax refunds.
      3. Taxably may issue invoices in four (4) methods, depending on the type, scope and complexity of the work undertaken under this agreement: Before commencing work (prepayment), a payment plan, upon completion of the services (post pay), or on a calendar month frequency (business services only).
      4. You may be billed under one or more methods under this agreement, depending on the Scope of Works.
      5. When payment is required before commencement of works, Taxably will issue an invoice to your nominated email address. No paper invoices will be issued.
      6. It is your responsibility to pay invoices in full, and by the due date. Failure to pay invoices in full by their due date may delay commencement of work.
      7. Failure to pay invoices in full by their due date will incur a 10% late payment fee over the full balance of the original invoice.
      8. Taxably may refuse to commence (new) work, may  delay or withhold submissions if there is an outstanding overdue balance on the Client’s account.
      9. If a balance is outstanding for more than 60 days, Taxably reserves its rights to refer the outstanding debt to a debt collector, as well as all related Client’s identifiable information.
    • Service Specific Terms and Agreements
      1. Fixed Fee Tax Services (Prepaid)
        • The preparation and amendment of income tax returns is quoted and charged on a fixed fee basis. Tax related forms and submission are quoted and charged on a fixed fee basis.
        • Fixed fee taxation services are prepaid and invoiced upon signing of this service agreement, before the commencement of the preparation or amendment of the tax return. Tax returns, amendments or other tax preparation and related work will not be lodged to the appropriate tax authorities until payment has been received in full, unless under exceptional circumstances a payment plan has been agreed upon, as per chapter 3.2.2.
        • Fixed fee taxation services include the review and assessment of up to 15 source documents (receipts, invoices, identification, info request form, etc). If you submit in excess of 15 documents, you shall incur a document handling fee for the additional work required. This fee is quoted in the Memorandum of Fees.
        • Where additional services are required, not identified in the preliminary quote and Scope of Works, a revision of fees and Scope of Works may occur.
      2. Payment Plans
        • Payment plans may be negotiated at the discretion of the appropriate tax practitioner in charge of its jurisdiction, but will not be available for fees under AUD $500.
        • In the exceptional circumstances, where a payment plan has been agreed upon, work will commence upon the receipt of the first instalment as per the payment plan. Taxably may withhold submission to the appropriate tax authorities until payment has been received in full.
        • Taxably reserves its right to demand full payment of the outstanding balance of the payment plan where the payment plan has been defaulted upon by the Client.
      3. Tax Advice, Appeals, Objections and Other Written Works
        • A preliminary fee estimate shall be given up front, prior to the commencement of services. This fee estimate may be altered if the Scope of Works required exceeds the initial fee estimate.
        • A Scope of Works shall be provided for tax advice. The fee shall be reflective of the Scope of Works. Any matter outside of the Scope of Works shall not be covered by the fee estimate.
        • Prior to commencement of works, 50% of the fee estimate shall be paid up front, and the outstanding balance of 50% shall be invoiced and paid upon completion of the works. 
        • The tax advice or other written works shall be delivered or lodged after the final payment has been received.
      4. Accounting and Business Services
        • Accounting, business and related services shall be invoiced in the first week of the new month for services to be rendered in the upcoming month.
        • Work on your file/matter shall only continue upon receipt of payment of the upcoming month’s work.
        • Failure to pay for the services conducted for the previous month shall stall works; however, works shall recommence as soon as payment has been received.
        • Fixed fee services conducted as part of the accounting and/or bookkeeping services (such as IAS/BAS etc) shall be included in the invoice for the month in which it was lodged to the tax authorities, unless specifically included in a business package, as per the Business Package Scope of Works.
    • Standard Terms of Payment
      1. Taxably’s invoices are due and payable seven (7) days from issue (dated).
      2. Taxably applies a late payment fee of 10% on unpaid balances after this date.
  4. Data Management and Confidentiality

    • Service Specific Terms and Agreements
    • Taxably will not share your information with third parties, (other than the government authorities to whom you hereby engage us to report to) without your explicit written consent.
    • Taxably may request written consent prior to releasing your information to your spouse or other associate.
    • You are ultimately responsible for keeping copies of all relevant information and evidence used for the preparation of documents under this agreement.
    • Taxably may provide a copy of the consent forms to relevant third parties, as evidence that you granted us authority to act on your behalf.
  5. Termination of Service

    • The termination of the agreement occurs at the end of the service delivery as per the Scope of Works, unless Taxably is engaged for new work, and this Service Agreement has not been altered since the engagement of new work.
    • Termination of this agreement may occur in writing, where:
      • The works have not yet commenced; or
      • A conflict of interest has been identified by the relevant tax practitioner or accountant, in accordance with the Accounting Professional and Ethical Standards, or other applicable professional code or statute; or
      • Where business advisory and accounting services are within the first three (3) months from the date of signing the Business Package Scope of Works.
    • Termination of the agreement does not cancel the Client’s obligation to pay for charges duly incurred (invoiced or otherwise) and any other outstanding invoices raised under this agreement. 
    • Should this contract be terminated before completion of the work, the performed works (if any) may be invoiced and will be payable as per the above payment terms.
  6. Limited Liability

    • Taxably, its staff and contracted third-parties will not be responsible, nor liable, for losses, fines, penalties or other damages resulting from the provision of services under this agreement.
    • Taxably will not be liable for any act or submission on behalf of, or on instruction of the Client which, in our professional evaluation, could not be in compliance with acts prescribed in Clause 6.2 of this agreement.
    • Taxably will not be liable for any submission or omission on behalf of, or on instruction of the Client which is not in compliance with the Income Tax Assessment Act 1936, Income Tax Assessment Act 1997, the Tax Agent Services Act 2009, or any other applicable act in any of the jurisdictions in which Taxably operates.

Need Special Services?

EVERY CLIENT IS DIFFERENT.

Do you have a special situation?
Not sure what service or package is best for you? Get in contact with us and one of our Client Success Specialist will get back to you.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.