Corporate Client Agreement

1. Purpose of This Agreement

This corporate client agreement outlines the terms and conditions under which TAXology (“we,” “our,” “us”) will provide professional tax, compliance, and advisory services to you (“the Client”). You confirm your understanding and acceptance of these terms by engaging our services.

2. Scope of Services

TAXology provides a range of services, including but not limited to the following:

• Tax return preparation and submission (Income Tax, VAT, PAYE, Provisional Tax)
• SARS registration, compliance, and dispute resolution
• CIPC services (registrations, amendments, annual returns)
• Strategic advisory and compliance consulting
• Submission assistance via third-party platforms (eFiling)
• Bookkeeping services

The specific services will be agreed upon in writing before commencement.

3. Client Responsibilities

You agree to:

• Provide complete and accurate information within agreed timelines.
• Inform TAXology promptly of any changes in business structure, address, or tax matters.
• Review and approve all documents submitted on your behalf before final submission.
• Ensure that required declarations and consents (e.g., mandates) are signed on time.

4. Our Responsibilities

We will:

• Provide services with due care, professionalism, and in line with applicable South African laws.
• Maintain confidentiality of your information, except where disclosure is required by law.
• Inform you about your rights and obligations and update you on your compliance status.
• Provide timelines for deliverables, where possible, and communicate expected outcomes.
• Align our services with the CIPC’s expectations for sound corporate compliance.

Read more in the CIPC Guideline for Corporate Compliance Programmes.

TAXology aligns with best-practice standards like the King IV Code on Corporate Governance, which, though not a legal requirement, is widely adopted as a benchmark in South Africa.

5. Fees and Payment

All services are subject to fees, which will be confirmed in advance through a formal quote or invoice.

• Payment terms are strictly 7 days, unless an alternative agreement is made.
• Late payments may result in delayed submissions or suspension of services.

6. Limitation of Liability

TAXology will not be liable for penalties or interest arising from:

• Delays caused by the client’s failure to supply required documentation.
• Inaccurate or incomplete information supplied by the client.
• Errors or delays from third-party platforms, such as SARS eFiling disruptions.

7. Confidentiality

We treat all client data as confidential and process it in accordance with the Protection of Personal Information Act (POPIA). We implement data protection practices to safeguard your information.

8. Duration and Termination

This agreement is effective from the date of your service request and remains in force unless terminated in writing.

• Either party may terminate the engagement with 7 days’ written notice.
• All outstanding fees remain payable upon termination.

9. Governing Law

This corporate client agreement is governed by the laws of the Republic of South Africa. Any disputes will be resolved according to South African legal procedures.

10. Acceptance of the Corporate Client Agreement

Accepting our quotation, proposal, or service request constitutes agreement to these terms.