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Online Personal Tax
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Terms and Conditions
1. Services and Limited License We grant you a limited, non-exclusive, non-transferable, revocable license to access and use our online document submission portal (“Online Services”) solely for the purpose of providing documents and information required for tax preparation. All intellectual property rights in the Online Services remain our sole property. No ownership rights are transferred to you. We reserve the right to modify, suspend, or discontinue the Online Services at any time without notice. 2. Fees and Payment Access to the Online Services is provided at no charge. Professional fees for tax preparation services are charged separately and are based on the complexity and scope of the return. All fees are subject to applicable taxes (GST/PST/HST). Payment is due upon invoicing. We reserve the right to withhold filing or release of completed returns until payment is received in full. 3. Client Responsibilities You are solely responsible for providing complete, accurate, and truthful information. We are entitled to rely entirely on the information and documents provided by you without independent verification. We are not responsible for detecting forgery, fraud, misrepresentation, or omissions in the materials you provide. Ultimate responsibility for the contents of the filed tax return remains with you. 4. Use of Contact Information You authorize us to use the email address and telephone number provided for: • Tax preparation communications • CRA correspondence • Filing confirmations • Other services offer by Khalsa Professional Services Corp 5. Privacy Policy We collect, use, and disclose personal information in accordance with applicable Canadian privacy legislation, including PIPEDA. Your submission of documents constitutes consent to the collection and use of personal information for: • Tax preparation and filing • CRA compliance • Legal and regulatory obligations Our full Privacy Policy forms part of this Agreement and is available on our website. While reasonable safeguards are implemented, no electronic system is completely secure. 6. Record Retention and Destruction We are not a long-term storage service. Unless required by law or professional standards, we do not guarantee permanent retention of documents submitted. Clients are solely responsible for retaining copies of: • Filed returns • Supporting documents • CRA correspondence Records may be securely destroyed after applicable retention periods without further notice. 7. Client Indemnification You agree to indemnify and hold harmless our firm, its directors, officers, employees, and contractors from any claims, penalties, interest, losses, damages, or legal expenses arising from: • Inaccurate or incomplete information provided by you • Omitted income or overstated deductions • Fraud, forgery, or misrepresentation • CRA reassessments based on your information This clause survives termination. 8. Professional Conduct and Zero-Tolerance Policy Abusive, threatening, harassing, defamatory, or inappropriate conduct toward staff will not be tolerated. We reserve the right to: • Immediately terminate services • Refuse filing • Refuse future services • Report unlawful conduct You are responsible for direct damages and legal costs arising from abusive conduct. If abusive conduct results in measurable business disruption, reputational harm, or legal expense, we may recover liquidated damages reflecting a reasonable pre-estimate of such loss, in addition to other remedies available at law. 9. Defamation Protection You agree not to publish false or defamatory statements regarding our firm. If reputational harm occurs due to false statements, we may seek removal, damages, injunctive relief, and recovery of legal costs. Nothing restricts truthful reviews or lawful regulatory complaints. 10. Limitation of Liability To the fullest extent permitted by law: Our total aggregate liability shall not exceed the lesser of: • Fees paid for the affected tax year; or • $1,000 CAD. For Online Services provided free of charge, liability is limited to $10 CAD. We shall not be liable for: • CRA penalties, interest, or reassessments • Indirect, consequential, incidental, or punitive damages • Loss of income or profits • Emotional distress or reputational harm • Data loss • Claims arising from client-provided information Any claim must be commenced within one (1) year from filing or service completion. The limitation of liability is a fundamental basis of this Agreement. 11. Acceptable Use You may not: • Reverse engineer or tamper with the Online Services • Circumvent security measures • Resell or transfer access You are responsible for damages caused by unauthorized use. 12. Force Majeure We are not liable for delays caused by events beyond our reasonable control, including natural disasters, cyberattacks, government action, telecommunications failures, or public health emergencies. 13. Dispute Resolution and Arbitration Good Faith Resolution Parties agree to attempt informal resolution before commencing proceedings. Mediation Disputes may proceed to mediation in Saskatchewan. Binding Arbitration Unresolved disputes shall be resolved by binding arbitration in Saskatchewan under applicable provincial legislation. We may seek court relief for unpaid fees, intellectual property protection, harassment, or defamation. 14. Governing Law This Agreement is governed by the laws of the Province of Saskatchewan and applicable federal laws of Canada. The courts of Saskatchewan have exclusive jurisdiction where court proceedings are permitted. 15. Electronic Communications and Signatures You consent to conduct business electronically. Electronic signatures, typed acknowledgments, and digital approvals are legally binding. You authorize electronic filing and submission of CRA authorization forms based on electronic approval. 16. Severability If any provision is held unenforceable, the remainder remains in effect. 17. Waiver Failure to enforce any provision does not constitute waiver. 18. No Agency Nothing in this Agreement creates an agency, partnership, or joint venture. 19. No Third-Party Beneficiaries This Agreement benefits only the parties. 20. Disclaimer of Warranties Services and Online Services are provided “as is.” We do not guarantee specific tax outcomes, refunds, or CRA acceptance beyond filing compliance.
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