Effective Date: 1st February 2025

These Terms and Conditions govern the promotional offer (“Offer”) by Simpli-Tax, an Australian-based Chartered Accounting and Registered Tax Agent practice (“We/I”). By engaging our services, clients agree to the following:

1. Eligibility Criteria

To qualify for the Offer, the following minimum requirements must be met:

• Minimum Last Year’s Fee:
  • For individual tax returns: A minimum fee of $150 for a “Basic” tax return.
  • For small business tax returns and financial statements: A minimum fee of $1,000.
• Evidence of Previous Fees:
  • Clients must provide a valid invoice from their previous tax agent clearly showing:
    • The agent’s ABN and business details.
    • Confirmation of the amount paid.
    • The services provided.
• Applicable Services:
  • The Offer applies only to the preparation of tax returns and XERO clients only.
  • Services excluded from the Offer include, but are not limited to:
    • Tax planning and advisory services.
    • BAS returns, GST services, or compliance work.
    • Entity setup, restructuring, or business consulting.

2. Definition of “Basic” Tax Return

For clarity, a “Basic” tax return under this Offer is defined as follows:

• Individual Tax Return:
  • Includes salary or wage income only.
  • Excludes income from investments, rental properties, business activities, or other complex sources.
  • Tax deductions must be less than or equal to $300.
• Business Tax Return:
  • Business turnover must be less than $250,000.
  • Business expenses must not exceed $150,000.
  • Excludes businesses with complex structures or reporting requirements.

3. Offer Validity and Limitations

• The Offer is available only for new clients who engage us for the preparation of their tax returns.
• The discount is calculated as 25% off the fees charged by the previous tax agent, based on the verified invoice provided by the client.
• This Offer is not transferable and cannot be combined with any other discounts, promotions, or special pricing.
• This Offer applies to services provided within Australia and is subject to Australian laws and regulations.

4. Professional and Legal Compliance

• Simpli-Tax complies with the Tax Agent Services Act 2009 (TASA), the Code of Professional Conduct, and relevant laws under the Australian Consumer Law (ACL).
• The promotional Offer is made in good faith and does not mislead or deceive clients.

5. Right to Decline Engagement

• We/I reserve the absolute right to accept or decline any engagement at our sole discretion. Reasons for declining may include, but are not limited to:
  • Non-compliance with the eligibility criteria.
  • Misrepresentation or submission of falsified documents.
  • The complexity of the tax return exceeding the scope of a “Basic” return as defined herein.

6. Client Obligations

• Clients must provide accurate, complete, and truthful information when engaging our services.
• Misrepresentation of prior fees or the complexity of the tax return may result in the disqualification of the Offer and termination of our services.

7. Indemnity and Liability

• While every effort is made to provide accurate and professional services, Simple-Tax is not liable for any losses, penalties, or damages arising from:
  • Misrepresentation of information provided by the client.
  • Non-compliance with tax laws due to client actions or omissions.

8. Amendments and Termination of Offer

• We/I reserve the right to amend, suspend, or terminate this Offer at any time without notice. Any changes will be published on our website or communicated directly to clients.
• If the Offer is terminated, it will not affect services already engaged under these Terms and Conditions.

9. Governing Law

These Terms and Conditions are governed by the laws of Western Australia and the Commonwealth of Australia.

10. Dispute Resolution

In the event of a dispute, both parties agree to attempt resolution through negotiation in good faith. If unresolved, disputes may be referred to an appropriate tribunal or court in Western Australia.

Contact Information:

Simpli-Tax

info@simply-tax.com.au

By engaging our services under this Offer, you acknowledge and agree to these Terms and Conditions.