Terms and Conditions
TaxGenie End-User License Agreement
IMPORTANT INFORMATION – PLEASE READ CAREFULLY
This is an End-User License Agreement is an obligatory constitutional agreement allying you and Tax Genie, which is a federal institutional lease agreement. (“TAXGENIE”)
The agreement caters to your use of two language genres of TaxGenie, which are French and English and all other materials related to it. However, it is not restricted by any support medium like a phone or an online user approach. It also includes a set of documentation, clear instructions, helps along with services and software that are offered by TAXGENIE, in a link with taxGenie. In addition, it includes an on-screen view of the tax returns that have been either downloaded, printed or executed electronically or in black and white paper (collectively as the “TaxGenie online services”) and formulates a list of well-documented terms and condition to be applied. The TaxGenie online services are solely aimed at the designing of Quebec and federal (Canadian) personal tax returns.
NOTICE
THIS AGREEMENT BETWEEN YOU AND TAXGENIE IS A FINALIZED STATEMENT THAT SIMS TO OFFER TAXGENIE’S COMPLETE LIABILITY AND AN EXCLUSIVE SOLUTION IN REGARDS TO VIRTUAL ASSISTING SERVICES.
LIKE ANY OTHER NEGOTIATED OR WRITTEN AGREEMENT THIS TOO SHALL BE ENFORCEABLE ON YOU ONCE YOU SIGN IT. THE ONLY CONDITION THAT TAXGENIE IS CONSENTING ITS TAXGENIE ONLINE SERVICES IS IF YOU AGREE TO ALL OF THEIR TERMS AND CONDITIONS. ONCE YOU CLICK TAP ON THE “I AGREE” OPTION, YOU AUTOMATICALLY AUTHORIZE YOURSELF TO ITS TERMS AND CONDITIONS. ONCE THE ACCEPTANCE HAS MADE ONLY THEN ARE YOU ELIGIBLE TO USE ITS TAXGENIE ONLINE SERVICES. IN CASE, YOU ARE NOT COMPLIANT TOWARD THE MENTIONED TERMS AND AGREEMENT, DO NO TAP ON THE “I AGREE” OPTION.
- Payment for the TaxGenie online services.
TaxGenie Online service has also implemented a chargeable fee amount if you wish to use their Service Package or in any circumstances before your return is either electronically led or printed. The charges vary according to the package you subscribe to initially.
Before you start filing or printing you are eligible to make any upgrades or changes in your Service package, any time before the unveiling supplementary documentation which is essential to compose your tax return. As for the upgrading of your Service Package, you will be required to pay the current rates being offered then. However, At any given time, TaxGenie holds the right to implement any changes in regard to the applicable fees without a former notice, although this modification will not in any way influence the Service Package that you have paid for priorly.
You need to have an authentic credit card to make any payments for TaxGenie, may it be its basic fee, a tax amount or an additional charge. Keep in mind that all these payments made are non-refundable. To finally start using the TaxGenie Online service you are required to create an account with a password first to for any secure document uploading or to supervise your correspondence. Via a cloud, your information, files, and data shall be secured.
- Limitations of TaxGenie online services.
The TaxGenie online service offers a wide range of tax filing preparations for all kinds of personal tax circumstances excluding the ones listed below:
(i) Multitudinous sovereignty returns.
(ii) Any indebtedness returns
(iii) Non-citizen returns
(iv) Form No T1273: Synchronized AgriStability and AgriInvest Plan Information and Assertion of Farming Ventures for Individuals
(v) Returns for expired individuals
(vi) T2: Enterprise levy returns
(vii) Any returns if the partner does not possess a SIN, especially if the chief filer is:
- Formulating a return for both (in such circumstances a SIN is a prerequisite for each individual.
- If one of the spouses wishes to split the pension amount
- If the spouse is a citizen and resides in Quebec
To successfully avail the TaxGenie Online service, you need to fulfill the verification requirements for the identifying process, especially at the initial subscription of the service package. If in any given scenario, TaxGenie fails to verify your online identity that a physical visit to the TaxGenie center shall be implemented, where a successful identification process can take place.
- Supporting Tax Documentation.
TaxGenie requires you to provide and upload all the essential tax documentations like T183, T4, T1013, etc which are a prerequisite indicated by Tax Expert to formulate your return. Before the service is to be executed, your signature might be required for a set of documents. A hard copy of the form that also is asked for. If any documentation is demanded via mail then the securely maintaining a hard copy of these documentations is your responsibility. However, TaxGenie does not hold any responsibility for any items that are destroyed or lost during the mailing process. Moreover, TaxGenie recommends your to also conserve edition of your conclusive tax return.
- Additional Restrictions.
Agreeing to these set of terms will grant you permission to use TaxGenie Online Services
You shall not, indirectly or directly:
(1) use the TaxGenie online services for a third party benefit. This includes using the service package for commercial and professional third party grounds that are already facilitated by TaxGenie.
(2) utilize the TaxGenie online service for documentation or helping service to formulate a tax return for any other individual other than yourself or your spouse.
(3) use the TaxGenie online services for commercial or professional tax return sheets and payments or
(4) download, reproduce, distribute, republish or transmit any given material on the TaxGenie website without an exclusive official permission grant. Moreover, you hold the responsibility to defend any claims, losses, expenses or liabilities against TaxGenie. (It also includes the enforcement costs, basic legal fees, and any disbursements.
TaxGenie does not authorize any individual other than yourself to utilize its TaxGenie Online service even if they had credentials to your account, except for any payment requirements. TaxGenie holds all the rights mentioned in the TaxGenie Online Service agreement. To use our service without any foregoing limitations the following terms and conditions are to be met.
Directly, or indirectly make sure to not allow any of the following:
- distribute, upload, copy, post or transfer any given materials or instructions that
- are not authorized or solicited, are spam, bulk or duplicated communications.
- contain any disruptive or harmful components like Trojan horse, virus, worm or cancelbot.
- are not lawful and are deceitful or defaming.
- are obscene, vulgar, profane, inappropriate or offensive
- promotes civil liability, or violate any third party rights, invade privacy, damages any concepts, and include trademark or copyright violations.
- promotes any criminal offense or requires engaging in any illegal or criminal activities. Including pornography, pyramid selling, obscenity, data mischief, fraud or the use of an unauthorized computer.
- In any way promotes the following: violence. Hate speech, discrimination, racial violence, the inadequacy of gender and sexuality or harms the protection of human rights.
- includes the involvement of any abusive conduct, stalking, harassment, and threats; intimidation violating rights of publicity and privacy, revoking personal and racial rights.
- obstruct, scan, bypass, probe any official computer-identification process or indulge in any network trespassing or the use of unauthorized computers which a permission grant by the owner.
- manipulate or forge any protocols, headers, identifiers that are used in any of the systems of the service. Any con to bypass the App authentication and documentation transfer will not be tolerated either.
- any impersonation or falsely representing the representative with not be tolerated.
- disrupt threaten or disrupt any security service, internet system, the integrity of operations or the computer.
- disable any given procedure, access control that has been created by the TaxGenie online services;
- collect, harvest, gather, extract, store or scrape off any given personal information without a consent, or
- scape, harvest or use many mediums such as a spider, script, crawler, robot or ant other means that are operated automatedly with an interface means and can grant access to TaxGenie online services for data extraction or collection.
If you violate any of the restrictions, terms, and conditions listed above, TaxGenie holds every right to
(a) omit, remove or delete any material which shall be declared an offending.
(b) and the use of TaxGenie online services shall be immediately terminated.
Any events that lead to termination of the TaxGenie Online Service, then TaxGenie will be eligible to pay any refunds.
- Availability of Services.
Due to an interrupted service or discontinuation, TaxGenie does not hold the responsibility of an overdue tax return filing.
- Intellectual Property Rights
The TaxGenie online services are subjected to intellectual property rights and protected under copyright claims. The service therein is entitled to trade secrecy and intellectual property rights, which will be solely exercised by TaxGenie and its licensors. The licensors and TaxGenie online services reserve all rights regarding the derivative works of the service and the duplication, selling, offering and performance of the licensing agreement. No other individual shall thereof be allowed to translate, alter, or even initiate any derivative work based on the service. Similarly, no other individual or service can claim any right on the title, logo, trade-mark, trade name or service logo of TaxGenie online services or any of its licensors. By using the TaxGenie online services, you endorse that you reserve no ownership interest in the service. You also agree to conceal any private information and not to disclose any trade secret of the service to its contemporary competitors or any potential competitor.
The service uses third-party licensors to aid in the designing, programming, and development of its services. Therefore, through this agreement, you also endorse that in case of any breach, you will be accountable to not only TaxGenie online services but also its third-party licensors. The service provides you with a proper channel to register your complaints, suggestions and performance improvements. TaxGenie online services thereby, reserve all rights to use your feedback for the betterment and modification of its management operations, advertisements, and multimedia. Moreover, the company is not liable to provide any compensation in this regard.
By agreeing to the above terms you endorse to grant TaxGenie a contemporary, non-reversible, royalty-free and universal access to amend, utilize or derivate operations from any information provided thereby, in your feedback.
- Privacy
The service is authorized to gather information through your registration, operation and ling processes. Such private information will be used by TaxGenie online services to facilitate you with service information, newsletters, marketing information and updates about future products and launches.
The customers of TaxGenie will have the leverage to modify and access their information by contacting the service.
TaxGenie Online Service is entitled to this license of agreement and holds the authority to modify or update these terms and conditions at its discretion. It is thereby, your own responsibility to stay updated about the company’s policies in order to claim your rights and obligations.
- Terms of Service for Services
TaxGenie also offers additional software features and services. Such services may be offered in connection with the baseline services offered by the company (the “Additional Services”, and together with the TaxGenie online services, the “Services”). They will be accompanied by additional charges as well as additional terms and conditions. The terms and conditions may differ for each additional service provided by the company. By purchasing the service, you are acknowledging the condition attached to a particular service. Additionally, your use of the service is conditioned with your acceptance of the terms of the agreement. You may not be able to avail any additional services if you do not agree with the conditions. The terms and conditions will be furbished at the time of your purchase of the additional service.
- Limited Warranty
TaxGenie provides you with pre-approved tax forms from Canada Revenue Agency (CRA). Thus, any discrepancy or misinformation in this regard will be the responsibility of the end-user. You are liable to optimal and responsible usage of the online service. You are also responsible for over-checking your return to ensure precision and completion of the process.
TaxGenie Advantage
TaxGenie offers a wide variety of services from facilitation in software information to federal or provincial tax services. We work tirelessly to provide precision in services and information on every form derivated by TaxGenie. The company ensures that the documentation is based accurately on the valuable information provided by its users. By using TaxGenie online services you acknowledge that the company holds every right to collect, review and analyze the data provided by you in order to assess your claim. The company will provide compensation in case of any error in the form by the service if you are using the service to pay-off any federal or provincial interest/ penalty, only if it is not as a result of;
i) any discrepancy in the provision of the required information or your deliberate misuse of the TaxGenie online services; or
ii) any deliberate negligence, deletion or adulteration of important information or provision of fraudulent information on your tax return; or
iii) any deliberate miscategorization of information on your tax returns.
The compensation will thereby, only comprise of the amount directly attributed to the error in form preparation. If you find out that any discrepancy has unknowingly occurred by the company, despite your accurate issuance of all required information and abidance by the terms and conditions; you should notify the company in no more than 30 days after the issuance of an initial penalty. The notice should also be accompanied by a hardcopy of applicable tax return, your Notice of Assessment (or Notice of Reassessment) from the respective authority and your tax return less. TaxGenie holds the right to demand any additional information and materials to assess and validate your claim.
Apart from this, TaxGenie is not responsible for any additional tax liability impressed upon you by the respective tax authority. You are liable to provide the company with any assistance and further information as demanded by the service.
NOTICE
THE SERVICE THEREBY, IS NOT LIABLE FOR THE PROVISION OF ANY REFUNDS AS OTHERWISE STATED HEREIN, OR ANY PENALTIES ARISING FROM YOUR MISUSE OR ABUSE, OR FROM ANY OPERATION, CONDITIONS OR CONDUCT NOT CAUSED BY, OR BEYOND THE CONTROL OF THE TAXGENIE ONLINE SERVICES.
THE PRIVILEGES AND RIGHTS HEREBY DELEGATED IN SECTION 7 ARE NON-TRANSFERRABLE AND THUS CANNOT BE ASSIGNED TO ANY OTHER PERSON. THESE RIGHTS AND GUARANTEES ACCOUNT ONLY FOR ONE TAXGENIE ONLINE SERVICE PER HOUSEHOLD. IF THE SERVICE IS USED AGAINST THE CONDITIONS STATED IN THIS AGREEMENT, THE ABOVE WARRANTIES WILL THEREOF BE CONSIDERED AS NULL AND VOID.
- Disclaimer of Warranties
The TaxGenie online services and any other services explicitly offered on the website are provided in accordance with the approval of respective law, TaxGenie, its licensors, third-party service providers, dealers, affiliates, distributors and all other representatives. This excludes services expressly provided therein through section 9. The company holds all conditions and warranties statutory related to services offered on the website including conditions of fitness for any purpose or merchantability.
TaxGenie declares that it is your own liability to counter-check the adequacy and suitability of your decision regarding your tax servicing decisions. The service disclaims any responsibility of checking for documents, notices or information for your needs, nor does the company offer any assurance regarding the precision of the service or its ability to meet your customized demands and preferences. It also disclaims liability regarding any change in tax regulations and laws and their resultant effects on your tax returns. The service claims you responsible for staying updated with the periodic changes in tax policies and regulations.
By agreeing to these terms, you acknowledge that you are responsible for counter-checking the efficiency and accuracy of the procedure adopted through TaxGenie online services, before finally making any tax fillings. You also endorse that by proceeding towards your tax filling you agree that all the information provided by you on tax return form is accurate and no misleading claims are made deliberately. These warranties and conditions are final and no new oral or written information given by the company or its suppliers, employees or distributors thereby shall extend their scope or create newer terms, conditions, warranties or representations of the TaxGenie online service.
You also agree that there can be such conditions where the notifications, letters, forms or documents made with regards to your usage of the TaxGenie services may become limited or totally invalid. You have previously endorsed that in case of any breach from this license of agreement, the warranties, rights, and privileges provided by the company will become null and void. In case of any misinformation regarding the scope of tax returns or filling or any deliberate fraudulent activity, the company holds the right to opt for any means of accountability. If you are unsure about a specific form, letter or document; its jurisdiction, validity or enforcement, you may consult the TaxGenie online services user support or help manual directly. You may visit our head office at the provided address or you may also consult a lawyer before relying upon any such letter, form or document.
- Conditions/Limitations on liability and damages:
Associated user, in any unfortunate case of dissatisfaction from our services the sole remedy that you would be granted and that we are liable for, is the amount invested by you and the amount paid for the additional services for the usage of the service packages of the TaxGenie online services and its suppliers. However, this does not apply in the cases where the contrary has been explicitly mentioned.
Moreover, in no circumstances will TaxGenie and/or its suppliers, officers, representatives, affiliates, employees, licensors successors, assigns, distributors, directors, dealers, subsidiaries, service providers, or agents would be held liable. The type of action, be it negligence in tort or contract, no strict liability, product liability would be imposed. Also, in cases for any type sort of damages, loss of data, economic loss, loss of profits, failures of telecommunication, data being corrupted or stolen, loss of use, loss of privacy, or any claims or demands in your opposition by some other third party, TaxGenie online services would not be held liable.
Furthermore, even if TaxGenie and/or its suppliers are aware of or have been advised of the possibility of potential damages, and even if a remedy provided is found to have failed of its essential purpose, the company would not compensate for such damages.
By signing this agreement, you are agreeing to the condition that TaxGenie and/or its suppliers would not bear any additional liability for any cause of action, injury or claim that you may face as a consequence of:
(1) the usage of, or failing to use, the TaxGenie online services or additional services, or both;
(2) the usage of any letters, documents, or notices that you created through the TaxGenie online services;
(3) the failure to consult or hold, a legal body/representative/lawyer regarding any contract, letter, litigation, documentation, negotiation, notice or other legal issues;
(4) connecting or being toll charged for using the TaxGenie online services; or
(5) any fee, expense, or cost-related to support for the TaxGenie online services.
TaxGenie exempts itself from any responsibility or liability for damages or claims relating to any user of the TaxGenie online services on a professional basis (which is declared prohibited under this agreement).
Further, by accepting our conditions you would be agreeing that the significant purposes of this agreement can be fulfilled even with these restrictions on liabilities. Also, you wholly realize that TaxGenie does not accommodate with their online services on an economical basis without the aforementioned limitations.
In accordance with CRA guidance, take note that any federal tax verbal advice is given or any written notice provided, is not for the purpose to shy away from any penalties legally imposed under the Canadian Income Tax Act and Regulations by any individual or entity.
- Communication through the Services:
TaxGenie relies on various effective ways to commute with its users. These ways include emailing, texting, chatting and calling. Hence, you would be required to give your personal contact number, email address, etc. Standard communication rates would be applied depending upon the specific mode of communication being used and customers would be charged accordingly.
- Security and Confidentiality:
The authorization to use your identification and password belongs solely to you, and you are responsible for assuring its confidentiality and as well for any risks involved regarding violation, corruption or theft of your personal data. Further, TaxGenie assures not releasing such information to a third party.
Moreover, you acknowledge that information regarding tax is stored on TaxGenie’s, or its licensors, secure servers and/or data bank, and you permit TaxGenie or its licensor to keep secured copies of this tax information. Also, TaxGenie will not violate this information in any way and involve a third party as long as you request assistance or need to back it up.
Only you are responsible for logging in from any computer you use to have an access to TaxGenie online services that include (and not limits) an active firewall on the computer and/or network connection, an anti-virus software and anti-spyware software, that is significant to secure confidential information provided, stored, submitted, transmitted or disclosed directly or indirectly with your use of the TaxGenie online services. We suggest you log out of the TaxGenie’s online services once you are done.
You understand and agree that to get your consent, TaxGenie will contact you through phone or email to have electronic access to your tax information to provide you assistance in a case where you demand it. It will post such information on TaxGenie on its website www.taxgenie.io to submit any non-confidential information of you. If such information is misplaced, altered, intercepted, misused or lost during communication, TaxGenie would not be held liable. You further realize that TaxGenie is not obliged to communicate with you in any other manner.
- Storage of Your Tax Return File:
During the term of this agreement, TaxGenie may retain your tax return le. However, TaxGenie is not required to store or maintain any tax return le (except to an extent the applicable law requires).
- Indemnification:
In case of there is a breach of this agreement from your side, the costs and expenses, penalties or damages, suits, losses, claims against any dealers or subsidiaries, assigns, successors, agents, employees, representatives, licensors, suppliers, directors or any entity related to TaxGenie would not be made and you agree to hold the aforementioned bodies harmless.
TaxGenie has the liberty to terminate your agreement If TaxGenie suspects an act of breach of agreement from your side if you are not abiding by the terms and conditions of this agreement, including without limitation any act by you in contravention of the limits set out in section 4, in which scenario you must stop using TaxGenie online services right away. TaxGenie rights under this agreement would not be affected in any way if there is a termination of the agreement. Also, due to termination, no refund of any payment by TaxGenie will be made to you.
NOTICE
TO THE EXTENT PERMISSIBLE BY LAW, THIS AGREEMENT CONTAINS A BINDING ARBITRATION PROVISION THAT MAY BE ENFORCED BY EITHER PARTY.
YOU ACKNOWLEDGE THAT YOU HAVE READ UNDERSTOOD AND AGREED TO THIS AGREEMENT AND BE BOUND BY ITS TERMS AND CONDITIONS.