Terms of Service


Notice of Agreement

When using the services provided by Smythe Tax, you accept and agree to be bound by the terms and provisions of this agreement. Any participation in the use of Smythe Tax will constitute acceptance of this agreement.

 

Smythe Tax will prepare your income tax and benefit return in accordance with applicable standards. The income tax and benefit return will be prepared based on the information provided by you. At no time will Smythe Tax attempt to verify the accuracy of this information. The responsibility to provide this accurate information resides with you.

 

The term "tax return" is not a inference that a return of monies will be provided by CRA, and at no time does Smythe Tax infer that you are entitled to a return of monies from CRA. The term "tax return" and "tax filing" will be henceforth interchangeable.

Types of Service

Smythe Tax is providing services as a tax preparer only. Smythe Tax does not meet the qualifications of an auditor under the Canadian Auditing Standards or the Assurance and Related Services Standards; therefore, Smythe Tax does not provide any audit or assurance services.

At this time I do not provide services for your tax situation if you fall into any of these situations:

  • Have business income and expenses
  • Have capital gains or losses
  • Filed for bankruptcy
  • Are completing a tax return for a deceased person
  • Are filing as a corporation (T2)
  • Are filing for a trust (T3)

At this time tax preparation service is not available to residents of Quebec.

Packages

To qualify for Student Savings pricing you must have paid tuition during the tax year or be enrolled in high school, subject to the following limitations:

  • If you have any dependents then your return will cost an additional $5 per dependent that does not earn income.
  • If you have rental income and expenses then your return will be filed under Individual Income Tax Filing, subject to the conditions referenced for that package.
  • If you are a student with a spouse then you will both have your returns filed under Fair Family Filing pricing, subject to the conditions referenced for that package.

To qualify for Individual Income Tax Filing your marital status will be single, separated, divorced, or widowed; subject to the following conditions:

  • An additional cost of $5 will be added for each dependent that does not earn income.
  • An additional cost of $10 will be added for each rental property you own and earn rental income from, providing there are no capital gains or losses incurred.

To qualify for Fair Family Filing your marital status will be either common-law or married; subject to the following conditions:

  • An additional cost of $5 will be added for each dependent that does not earn income.
  • An additional cost of $10 will be added for each rental property you own and earn rental income from, providing there are no capital gains or losses incurred.

Employment Expenses:

Additional costs will apply if you are claiming employment expenses such as motor vehicle expenses (fuel, repairs and maintenance, insurance, amortization, etc.), meals, lodging, cell phone, etc. Due to the varying nature of employment expenses, and the extent of the work required in order to claim them, the incremental cost when claiming employment expenses will vary. An agreeable cost will be determined before Smythe Tax will complete your tax return.

 

Business Income and Expenses:

Due to the varying nature of business expenses, and the extent of the work required in order to claim those expenses, an incremental cost will vary. This increment will be based on the amount and type of tax schedules required to file your business taxes. An agreeable cost will be decided before Smythe Tax will complete your taxes.

Referral Program

Referral program discounts for the following year are available to all new and existing Smythe Tax clients. To qualify for a referral discount of 10%, 20%, or 100% your referral(s) must meet all of the following conditions:

  1. Never filed a tax return with Smythe Tax,
  2. Upon request, provide the name of who referred them, and
  3. File and pay for their tax return with Smythe Tax

For each referral you send that meets the above criteria, you will receive 10% off next year's tax filing. If you send three referrals that all meet the above criteria, you will receive 100% off next year's tax filing. For those clients who qualify under the Fair Family Filing package, the discounts apply to both you and your spouse. For example, a 10% discount applied to your $105 fee means you pay $94.50 the following year. Those who are referred and file their return with Smythe Tax will be automatically given 10% off their current tax filing. Discounts apply to base price only. Incremental charges will still apply. To receive a discount, your referral must qualify for an equal or greater service package.

To ensure referral discounts are applied appropriately, a database is used to collect and maintain this information. Referral discounts will be automatically applied to eligible clients on their following year's tax return. Discounts are non-transferrable.

Payment

Payment is required in full once an agreement is made to use Smythe Tax as your tax preparation service. By submitting payment you agree to Smythe Tax preparing and filing your tax return. Your return will be sent via EFILE once payment is received in full and any necessary signed documents are received. Accepted methods of payment are Interac e-Transfer, cash, or cheque, all made payable in Canadian funds. 

Cloud Storage

To receive your tax slips and forms, I utilize Dropbox, which is a safe and highly secure cloud-based program. I will send you a unique link that allows you to upload any and all relevant documents privately. No one can access the folder but you and me. Ensure to keep this link safe, as it is the only way to access your personal folder. Please ensure you are aware of and read the privacy policy and security measures that Dropbox implements, and accept to their terms of use before making an agreement with Smythe Tax to prepare your income tax and benefit return. By using the services provided by Smythe Tax, you consent to the use of and storage by Dropbox.


By using the services provided by Smythe Tax, it is understood and agreed that:

 

(a) The information provided by you for the purpose of completing your income tax and benefit return(s) is accurate and complete

 

(b) The responsibility to provide accurate and complete information resides solely with you

 

(c) Smythe Tax cannot be held liable for missing or incomplete information

 

(d) The income tax return(s) will not receive audit or assurance

 

(e) The package pricing you will pay is based on the criteria and limitations as set out in "Packages" above

 

(f) The referral program discount(s) can only be applied if the referral is a new client of Smythe Tax; the referrer is named; and, the referral client files and pays for their tax return with Smythe Tax

 

(g) Income tax returns will be filed once your signature is provided and payment is received in full

 

(h) Dropbox cloud storage is used to obtain your tax slips and documents via a web link that is unique to you. You have read and understood the privacy policy and security features of Dropbox and accept to their terms of use. You consent to the use of Dropbox by Smythe Tax

 

These terms and conditions will remain in effect for the entire duration that you remain a client of Smythe Tax. Terms subject to change without notice; however, reasonable notice will be given should Smythe Tax feel it is appropriate.

SMYTHE TAX SERVICES

Professional Tax Preparation Service

Victoria BC