Simpli-Tax Premium Growth Package – Terms & Conditions

1. Eligibility

This service is available only to Australian businesses with annual turnover under AUD $2 million.
Clients must use Xero accounting software or agree to transition to Xero within 30 days of engagement.
All fees are payable via direct debit on a weekly or monthly basis (as agreed).

2. Service Inclusions

The SimpliTax Tradie Package includes the services described in our current flyer/website, which typically cover:

Initial 60-minute tax and cash-flow check
Quarterly BAS, GST, PAYG, and Superannuation lodgements
Up to 52 hours of bookkeeping per financial year
Annual business financial statements and income tax return for one entity
Annual ASIC company review (for one company)
Two (2) individual tax returns per financial year
Unlimited general queries via email or phone (within reasonable limits)
ATO correspondence and representation related to these lodgements

Exclusions: Payroll processing, additional entities, complex tax advice or planning beyond standard compliance, and prior-year catch-up work are not included and will be quoted separately.

3. Commencement & Billing

Weekly fee: AUD $162 (incl. GST), billed via direct debit.
Engagement begins on the date the client signs the engagement letter.
Pro-rata or catch-up adjustments apply if the client joins after the start of a financial year (1 July).
- For example, if joining mid-year, a lump-sum catch-up payment may be required to cover work already performed or to align with the annual package period.
Fees are subject to annual review and may change with 30 days’ notice.

4. Client Responsibilities

Provide complete and accurate financial information and supporting documents as requested, within agreed timeframes.
Sign all necessary forms and authorisations promptly to meet ATO deadlines.
Maintain internet access and any required Xero subscriptions.

5. Guarantee & Limitations

If a late lodgement penalty is incurred solely due to SimpliTax’s error, we will reimburse the ATO late-lodgement penalty.
This guarantee does not apply where delays result from:
- Late or incomplete information from the client
- Client’s failure to sign or return documents on time
- Late payment of tax liabilities

6. Termination

Either party may terminate with 30 days’ written notice.
All outstanding fees for work performed up to the termination date will be payable immediately.

7. Liability

SimpliTax is not responsible for penalties, interest, or losses resulting from information provided late, inaccurate, or incomplete.
Our liability is limited to the fees paid for the relevant service, to the extent permitted by law.

8. General

These Terms are governed by the laws of Western Australia.
Engagement is confirmed when the client signs the engagement letter and the first direct debit payment is received.

T&C’s for the “Switch & Save 25%” on Last Years Agent Fees

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.