Personal Client Agreement

Effective Date: 01 March 2025
Last Updated: 28 May 2025

1. Purpose of This Agreement

This agreement outlines the terms under which TAXology Growth Partners (Pty) Ltd (“TAXology”) provides personal income tax services to individual taxpayers. By using our services or submitting tax-related information through our website or intake forms, you agree to the terms of this engagement.

2. Scope of Our Services

TAXology agrees to:

  • Review the tax-related information you submit.

  • Prepare and file your individual income tax return(s) with SARS.

  • Apply current legislation to identify allowable deductions and income disclosures.

  • Should the need arise, we will communicate with SARS on your behalf.

  • Provide a summary of your submission and SARS assessment.

This agreement applies only to personal income tax services for the selected tax year(s).

3. Client Responsibilities

As a client, you agree to:

  • Submit full, accurate, and timely information.

  • Disclose all income sources, including freelance, foreign, and investment income.

  • Retain copies of supporting documentation (e.g., IRP5, medical certificates, logbooks).

  • Inform TAXology of any notices or correspondence received from SARS.

You acknowledge that the accuracy of your return depends on the information you provide. TAXology will not be liable for omissions or penalties resulting from incomplete or inaccurate data.

4. Fees and Payment

We publish service fees on our website and require upfront payment. We won’t start any work until we receive payment.

Additional charges may apply for:

  • SARS audit assistance

  • Resubmissions

  • Complex queries not disclosed at the time of engagement

All fees are non-refundable once services commence.

5. Confidentiality

TAXology values your privacy. All personal and financial information you provide is confidential and used only for tax-related services. We do not share your data with third parties unless legally required.

For full details, please review our Privacy Policy.

6. Limitation of Liability

TAXology will act carefully and diligently, but we do not guarantee tax refunds or specific outcomes. You remain responsible for the accuracy of your disclosures. Our liability is limited to the value of the fee paid for the service.

7. Termination

You may terminate this engagement in writing at any time. Work completed up to the termination date remains chargeable and non-refundable.

8. Agreement Acceptance

Use of TAXology’s personal tax services constitutes your acceptance of this engagement agreement. If you do not agree with these terms, please do not proceed with our services.

Questions?

If you need any clarification regarding this agreement, contact us at:
[email protected]

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