terms & Conditions
EFFECTIVE DATE: 16/02/2024
1. Time limitation
Before we file any returns on your behalf, we will forward the documents to you for approval. We will endeavour to ensure the returns are filed by the due dates, assuming we have received information from you in a timely manner. If you are late in providing information, we will do our best to meet the time limits, but we will not be responsible for any late lodgement penalties you may incur.
2. Refunds
Please be aware when booking in a service with Indigo Tax Pty Ltd that we do not offer refunds under any circumstances including change of mind. We do offer store credit to be used for future services up to the equivalent of the value paid, and store credit must be redeemed within 3 years of original purchase. This refund policy is strictly enforced and adheres to ACCC requirements.
Email us at hello@idigotax.com.au with any questions about our Refund Policy.
3. No statutory financial audits are conducted
It is your responsibility to provide all the information required for the preparation of complete and accurate tax lodgements. You should retain all the documents, necessary logs and other data that form the basis of income and deductions. Bank statements may not be considered sufficient evidence in the event of an audit. These documents may be necessary to prove the accuracy and completeness of the returns to the Australian Taxation Office. You have the final responsibility for the income tax returns and, therefore, you should review them carefully before you sign them. Our work in connection with the preparation of your tax lodgements does not include any procedures designed to discover fraud, misappropriation or other irregularities, should they exist. We will render such accounting and bookkeeping assistance as determined to be necessary for the preparation of income tax returns.
4. Law & Penalties
We will use professional judgement in resolving questions where the tax law is unclear, or where there may be conflict between the Australian Tax Office’s interpretations of the law and other supportable positions. Unless otherwise instructed by you, we will resolve such questions in your favour whenever possible. The parties agree that the laws of Western Australia apply to this agreement and the parties submit to the jurisdiction of the courts of Western Australia. The law provides various penalties that may be imposed when taxpayers understate their tax liability. If you would like information on the amount or the circumstances of these penalties, please contact us.
5. Ownership of documents
The financial statements, tax lodgements and any other documents which we are specifically engaged to prepare, together with any original documents given to us by you, shall be your property. Any other documents brought into existence by us, including general working papers, the general ledger and draft documents, will remain our property. We shall now outline the basis of our engagement in the context of the specific services to be provided. It should be noted at the outset that as a general proposition we rely upon our clients to provide us with accurate and timely information to enable us to properly fulfil our engagement obligations. Consequently, any rectifying work by us based on incorrect or late information will be work additional to the scope of our engagement.
6. Limitation of liability
In consideration of the relative risks and benefits of this agreement, both you and Indigo Tax agree on the following limitation of liability: To the fullest extent permitted by law, the liability of Indigo Tax and its principals, shareholders, agents, servants, representatives, employees, partners, trustees, heirs, and/or assigns (“Released Parties”) to you for any and all claims, losses, costs, and damages of any nature whatsoever, shall be
limited so that their total aggregate liability shall not exceed Indigo Taxes’ total fee for services rendered under this annual agreement. You and Indigo Tax intend and agree that this limitation applies to all claims, losses, costs and damages of any nature against the Released Parties, however alleged or arising.
7. Data access & storage
We store and access your data on servers located in the USA, Australia, United Kingdom and Europe
8. Information we are required to Disclose to You
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
None-Applicable
2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register
3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Bianca Coventry (Director) by email. Your complaint will be investigated by the Director. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
Additional services related to Single Touch Payroll
1. Single Touch Payroll Authorisation & Super payments via Xero Super
Upon engaging Indigo Tax to prepare and lodge any Single Touch Payroll and Super lodgements on behalf of your business, you are providing your direct authorisation for Indigo Tax to complete this task for up to 12 months from the date you provide this authorisation. It is your responsibility to ensure all payroll information is accurate and meets all state and federal requirements and by selecting to book in this service with Indigo Tax, you are declaring your payroll information is accurate and you are authorising us to lodge this information to the Australian Taxation Office on your behalf.