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Terms & Conditions

Effective Date: 03 July 2026

These Terms and Conditions (“Terms”) apply to all services provided by Plan Your Taxes (“we”, “our”, “us”) to you (“you”, “your”, “client”). By engaging our services, you agree to be bound by these Terms. These Terms are to be read in conjunction with our Engagement Letter, which outlines the specific scope and fee for our work. If there is any inconsistency, the Engagement Letter takes precedence.

Our Obligations

  • We will provide services with due care and skill, in accordance with the Tax Agent Services Act 2009 and the Code of Professional Conduct administered by the Tax Practitioners Board (TPB).

  • We are required to act in your best interests, subject to our overriding obligation to comply with the law.

  • We will advise you of your rights and obligations under Australian taxation laws in relation to our services.

Your Responsibilities

You are legally responsible for the accuracy and completeness of all information you provide to us. By engaging us, you agree to:

  • Provide full, accurate, and timely information required for us to perform our services.

  • Keep and maintain proper records to substantiate all claims made in your tax returns.

  • Review all documents, tax returns, and statements for accuracy before they are lodged and accept responsibility for their content.

  • Respond to our requests for information and clarification promptly. We are not liable for any penalties, interest, or losses resulting from your failure to provide information on time.

Scope of Services

  • Our services will be defined in your Engagement Letter and may include, but are not limited to: preparation and lodgement of tax returns, Business Activity Statements (BAS), Goods and Services Tax (GST) returns, financial planning, bookkeeping, and other tax compliance services described on our website.

  • We are not engaged to perform a statutory audit and will not express an audit opinion.

Safe Harbour Provisions

The Taxation Administration Act 1953 provides “safe harbour” from certain administrative penalties if you have a registered tax agent and provide “all relevant taxation information” in a timely manner. Your failure to meet these obligations may affect your eligibility for this protection.

Fees and Payment

  • Our fees will be outlined in your Engagement Letter. They may be fixed or based on time spent, as defined in your agreement.

  • Fees are payable strictly within 7 days of the invoice date unless alternative arrangements have been made in writing.

  • We may charge a reasonable administration fee for late payments and may suspend services or refer overdue accounts to a collection agency. Any associated costs will be passed on to you.

  • We may hold a lien over your documents until all outstanding fees are paid.

Use of Third-Party and Offshore Service Providers

We may engage trusted third-party service providers (which may include offshore personnel) to assist in delivering our services. All such providers are bound by strict confidentiality agreements and we take reasonable steps to ensure they comply with Australian privacy laws. By engaging us, you consent to this arrangement.

Limitation of Liability

  • Our liability is limited by a scheme approved under Professional Standards Legislation through the Institute of Public Accountants (IPA).

  • To the fullest extent permitted by law, our total liability for any claim is limited to the fees you have paid us for the specific service that gave rise to the claim. We are not liable for any indirect, consequential, or special damages, or for any loss caused by ATO penalties or interest arising from incorrect or incomplete information you provided.

Confidentiality and Privacy

  • We will treat your personal information confidentially and will only disclose it as required by law (e.g., to the ATO), with your consent, or as detailed in our Privacy Policy.

  • We comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles. Our detailed practices are set out in our separate Privacy Policy.

Ownership of Documents

  • You retain ownership of your original documents and final deliverables (e.g., lodged tax returns). We retain ownership of our internal working papers and methodologies.

  • We will retain copies of your records for the period required by law (generally 5 years) and will securely destroy them afterward unless otherwise instructed.

Termination

  • Either party may terminate our engagement by providing written notice. Upon termination, we will cease work and issue a final invoice for work completed up to that date.

  • We reserve the right to terminate the engagement if fees are unpaid, if you fail to provide necessary information, or if we are required to act in a way that would breach our professional or legal obligations.

Changes to Terms

  • We may update these Terms from time to time. The latest version will be available on our website. Continued use of our services after changes are made constitutes your acceptance of the updated Terms.

Contact Us

  • If you have any questions regarding these Terms and Conditions, please contact us at:

    Plan Your Taxes
    Email : info@planyourtaxs.com