Terms and Conditions

Below are listed the terms and conditions for the engagement of FreshTax Limited as your tax agent.

  1. Authority to obtain information from Inland Revenue.
    I give authority to FreshTax to be my/our/my company/partnership tax agent (to the exclusion of my/our/my company/partnership current tax agent, if any) and to link to all tax types as required, in order to obtain information from the IRD — electronically, by telephone or otherwise.

    These tax types include but are not limited to Income Tax (INC), Student Loan (SLS), Goods and Services Tax (GST), PAYE (PAY) and Working for Families (FAM).
  2. Authority to obtain information from banking provider(s) via third party software. (Excluding Xero users)
    I give FreshTax Limited authority to obtain transaction history from my banking provider(s) using MYOB Banklink software. I understand that this is read-only information and FreshTax can only use this information in their role as my accountancy provider to code and analyse my banking transactions in order to collate reports in relation to my financial and tax position.
  3. Authority to file tax returns and claim refunds.
    I give FreshTax Limited authority to file tax returns and claim any refunds into their business trust account on my behalf.
  4. Fees.
    I agree to pay FreshTax Limited as a tax return preparation and general service fee, a sum equivalent to that detailed in the fee structure below, for all reporting, tax returns and/or work completed on my behalf.
    Fee Structure:
    Full service: $99 +GST per month.
    (GST returns, monthly transaction coding and reporting, year-end financial reports and tax returns).

    GST returns only: $49 +GST per month.
    (Monthly coding and GST reporting + filing of GST returns + Audit report creation).

    Xero user’s yearly service: $599+GST Annually.
    (Annual accounts and tax returns for Xero users).

    Xero user’s monthly service: $99+GST per month.
    (GST returns, monthly transaction coding and reporting, year-end financial reports and tax returns).
  5. Receipt and payment of tax refunds.
    In respect of any tax refunds or overpayments due to me, I give the following authorities:
    a. For FreshTax Ltd to receive the same on my behalf and deposit them into their Client Trust Account.
    b. For FreshTax Ltd to debit from such refunds any outstanding preparation fees due to them.
    c. For FreshTax to pay the net balance of all refunds to me, either by direct credit into my bank account or by cheque.
    d. For FreshTax Ltd to deduct any associated bank fees due to cancellation of a cheque or re-issuance of a cheque.
  6. Signature on behalf.
    I give authority for FreshTax to sign any tax return on my behalf, based on information submitted by myself, my banking provider and the IRD or any relevant party.
  7. Timeframe
    I accept that the timeframes supplied for processing information and tax returns are indicative only and are often reliant on third party providers.
  8. Disclaimer By FreshTax Ltd
    FreshTax Ltd has relied upon the information submitted by the taxpayer and information provided to it by Inland Revenue and banking providers. Therefore FreshTax Ltd does not accept any responsibility for the accuracy of the material from which returns have been prepared.
  9. Privacy Act 1993
    Information the company obtains in this course of engagement is subject to confidentiality requirements, in addition to obligations under the Privacy Act 1993. FreshTax will not disclose that information to other parties without your express consent, except as required by law or to update your details with Inland Revenue, as required.
  10. Postal Address
    “FreshTax Limited, PO Box 434, Alexandra 9340, New Zealand”
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