Refund Policy

Please be aware when booking in a service with Balance Tax Accountants 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 adhere’s to ACCC requirements.

Email us at [email protected] with any questions about our Refund Policy.

Terms and Conditions

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. 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, cancelled cheques and other data that form the basis of income and deductions. These 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, defalcations or other irregularities, should they exist. We will render such accounting and bookkeeping assistance as determined to be necessary for preparation of income tax returns.

3. 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.

4. 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 at all times. 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 perform our engagement obligations. Consequently, any rectifying work by us on the basis of incorrect or late information will be work which is additional to the scope of our engagement.

5. Limitation of liability
In consideration of the relative risks and benefits of this agreement, both you and Balance Tax Accountants agree on the following limitation of liability: To the fullest extent permitted by law, the liability of Balance Tax Accountants 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 Balance Tax Accountants’ total fee for services rendered under this annual agreement. You and Balance Tax Accountants intend and agree that this limitation applies to any and all claims, losses, costs and damages of any nature whatsoever against the Released Parties, however alleged or arising.

6. Data acess & storage
We store and access your data on servers located in the USA, Vietnam & Singapore.

Addendum for additional services related to Single Touch Payroll

1. Single Touch Payroll Authorisation
Upon engaging Balance Tax Accountants to prepare and lodge any Single Touch Payroll lodgements on behalf of your business, you are providing your direct authorisation for Balance Tax Accountants 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 Balance Tax Accountants, 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.

Addendum for additional services related to Monthly Direct Debit Customers

If your direct debit payment is unsuccessful, we reserve the right to charge an additional $10 missed payment fee for each monthly payment missed.

By signing up for a direct debit plan with us, you give us permission to add you and your related entities to our ATO and ASIC client list so we can complete the work.