01. About us
NZ Taxation Limited is a New Zealand-incorporated company providing accounting and tax services. We are IRD-registered tax agents and Xero Certified Advisors. Our registered office is in Te Atatu, Auckland. We can be reached at info@nztaxation.nz.
02. Our services
We provide tax compliance, financial statement preparation, bookkeeping, payroll processing, monthly tax estimates, and related advisory services. The specific services we provide to you are outlined in your selected plan, our onboarding confirmation, and any written engagement scope agreed between us.
Where the work falls outside the agreed scope (e.g. one-off projects, prior-year catch-up returns, IRD correspondence beyond routine compliance), we will quote those items separately before commencing work.
03. Your responsibilities
To allow us to deliver our services accurately and on time, you agree to:
- Provide complete, accurate and timely information, including bank statements, invoices, receipts, and any other records relevant to your tax position.
- Authorise us as your tax agent with Inland Revenue, and as a user of any accounting software (e.g. Xero, Prosaic) you have asked us to manage.
- Notify us promptly of any changes to your business structure, banking, residency, or contact details.
- Review and approve all tax returns, financial statements, and IRD lodgements before they are filed where the law requires your sign-off.
You acknowledge that we rely on the information you provide and are not responsible for outcomes resulting from inaccurate, incomplete or late information supplied by you or any third party.
04. Fees, GST and payment
Subscription prices listed on our website are in New Zealand dollars and exclusive of GST. NZ GST (currently 15%) is added at checkout via Stripe Tax. Where applicable, a one-off prior-year catch-up fee may be added to your first invoice and is also exclusive of GST.
All subscriptions are billed monthly through Stripe. By providing card details, you authorise Stripe to charge your nominated payment method automatically each month for the duration of your subscription.
Out-of-scope or one-off work is invoiced separately and is due within 7 days of the invoice date, unless otherwise agreed in writing.
05. Cancellation and refunds
You may cancel your monthly subscription at any time by emailing info@nztaxation.nz. Cancellation takes effect at the end of the current billing month, and you will retain access to services already paid for until that date.
Monthly subscription fees are non-refundable once paid, as the work for that month is performed continuously throughout the period. Prior-year catch-up fees are non-refundable once the related return has been prepared and filed. Where a service has been paid for but not yet started, we will refund the amount in full at our discretion.
06. Third-party tools and integrations
Delivery of our services may involve third-party platforms, including but not limited to Inland Revenue (IRD), Xero Limited, Xero Practice Manager, Prosaic, Microsoft 365, Stripe (payments), Jotform (onboarding), and various secure cloud storage providers. By engaging us, you authorise us to use these platforms on your behalf as required to deliver the agreed services.
We are not liable for outages, errors, data loss, or delays caused by these third-party providers, although we will use reasonable efforts to mitigate the impact on your work.
07. Confidentiality and privacy
We treat all information you provide as confidential and use it only to deliver our services or as required by law. Our handling of personal information is governed by our Privacy Policy and complies with the Privacy Act 2020 (New Zealand).
08. Professional standards and limitation of liability
We deliver our services with the reasonable care, skill and diligence expected of an NZ tax agent and Xero Certified Advisor, in accordance with applicable professional standards and IRD requirements.
To the maximum extent permitted by law, our total liability to you for any claim arising out of or in connection with these Terms or the services is limited to the total fees paid by you to us in the twelve (12) months preceding the event giving rise to the claim. We are not liable for any indirect, consequential, or loss-of-profit damages.
Nothing in these Terms is intended to exclude any rights you have under the Consumer Guarantees Act 1993 where those rights apply and cannot lawfully be excluded.
09. Termination
We may suspend or terminate your access to our services if:
- You fail to pay an invoice within 14 days of its due date;
- You provide materially false or misleading information, or use our services for an unlawful purpose;
- We are required to do so to comply with the law, including under the Anti-Money Laundering and Countering Financing of Terrorism Act 2009.
On termination, we will provide a clean handover of your records to you or your new advisor where reasonably possible, subject to any outstanding fees being paid in full.
10. Intellectual property
Templates, processes, working papers, and other materials we create in delivering the services remain our intellectual property. You retain ownership of your own financial records and documents that you provide to us. Final outputs (e.g. your tax returns and financial statements) belong to you once paid for.
11. Communications
We will communicate with you primarily by email, including delivery of your monthly tax position. You are responsible for keeping your email address up to date and for ensuring our emails are not blocked or filtered by your inbox. Where the law requires written notice, email shall constitute written notice unless otherwise specified.
12. Changes to these terms
We may update these Terms from time to time. The latest version will always be published at https://www.nztaxation.nz/terms with the date of the most recent update shown above. Material changes will be notified to active clients by email at least 14 days before they take effect.
13. Governing law
These Terms are governed by the laws of New Zealand. Any disputes arising under or in connection with these Terms will be resolved in the courts of New Zealand, unless we both agree in writing to refer the matter to mediation or arbitration in Auckland first.
14. Contact us
For any questions about these Terms or your engagement, please contact: