Terms of Service

These terms govern every engagement with Tax Filings Canada for tax preparation, bookkeeping, payroll, GST/HST and related accounting services, and your use of this website. Engaging us, or continuing to use the site, means you accept them. Where a signed engagement letter says something different for a particular piece of work, the engagement letter governs that work.

Last updated: 20 September 2026.

Scope of the engagement

Each engagement covers the specific returns, filings or services quoted in writing before the work starts, and nothing else. Advice given in a free consultation is general in nature and is not a substitute for the engagement itself. We are not a law firm and do not give legal advice; where a matter needs a lawyer we will say so.

Fixed fees, agreed first

Every fee is fixed and agreed in writing before any work begins. If the scope changes, because a return turns out to need additional schedules, additional years or a CRA response that was not part of the original quote, we tell you and agree the additional fee before doing that work. There are no charges you have not agreed to.

Pay after service

You review the completed deliverable before you pay. Once you have approved a return, payment is due in full before we transmit it to the CRA; once you have approved bookkeeping, payroll or other deliverables, payment is due on the invoice date. Fees are stated in Canadian dollars and are subject to applicable sales tax.

Your responsibilities

We prepare returns from the documents and information you give us and do not audit or verify them. You are responsible for providing complete and accurate records, for telling us about every source of income and every relevant change in your circumstances, for supplying documents early enough to meet CRA deadlines, and for keeping your own copies of the records that support each return, as the Income Tax Act requires. Interest and penalties that result from incomplete or late information from you, or from your decision not to follow our advice, are yours.

Our responsibilities and their limits

We prepare every filing with the care and skill of a competent professional, using the tax law as it stands at the time. We cannot control how the CRA assesses a return, and no outcome of a CRA review, objection or appeal is guaranteed. Our liability for any claim arising from an engagement is limited to the fee paid for the work that gave rise to it, except where the law does not permit that limit.

Deadlines and information cut-offs

A filing can only be prepared, reviewed and approved in the time that is left once we have everything it needs. We will tell you the date by which complete documents must reach us for each deadline; information that arrives after it is prepared on a best-efforts basis, and any interest or penalty that follows from a late or incomplete submission is yours. Where the CRA or a provincial authority changes a deadline, rule or form after we have prepared a filing, we will tell you what has changed and quote any further work before doing it.

Tax positions and your decision

Where a filing position is open to more than one reasonable interpretation, we explain the options, the risk of each and our recommendation, and you decide. A position taken on your instruction against our written advice is yours, including any interest, penalty or reassessment that follows from it. We will not knowingly prepare or file a return that is false or misleading, and we may decline or end an engagement rather than do so.

CRA representation

Where you authorise us through CRA Represent a Client, we use that access only for the work you have engaged us for. You can cancel the authorisation at any time in your CRA account.

Electronic filing and signatures

Returns are transmitted to the CRA electronically. By approving a return, you confirm that the information in it is complete and accurate to the best of your knowledge and authorise us to transmit it on your behalf. Documents may be exchanged and signed through secure client software; an electronic signature you give in it has the same effect as a handwritten one.

Confidentiality

Everything you give us is confidential and is handled as described in our Privacy Policy. We disclose it only to file your returns, to the service providers named there, or where the law requires.

Ending an engagement

Either of us may end an engagement in writing. You pay for work completed and approved up to that point, and we return or give you access to your documents. We may decline or end an engagement where we cannot obtain the information needed to file accurately, or where continuing would require us to act contrary to professional standards or the law.

Website content

Guides, calculators, glossary entries and case studies on this site are published for general information, are not advice on your particular situation, and may be out of date the moment the tax rules change. The case-study library documents real client engagements with names and identifying details changed; the six case studies on each service, industry, city and pricing page are illustrative worked examples built on the rules that apply to that kind of work, not specific client files. Check any rate or threshold against the tax year stated beside it, and against the CRA, before you rely on it.

Website use and content

The content of this website is owned by Tax Filings Canada and may be read and shared for personal, non-commercial use with attribution; it may not be scraped, republished or used to train a model without written permission. We take reasonable care to keep the site accurate and available but do not warrant that it is error-free or uninterrupted, and we are not responsible for the content of external sites we link to. Calculators on this site give estimates from the figures you enter and are not a substitute for a prepared return.

Complaints

If something has gone wrong, tell us first: write to contact@taxfilings.ca or call +1 (416) 619-0068, and a director of the firm will respond within five business days. We would rather fix a problem than argue about it.

General

These terms and your engagement letter are the whole agreement between us for the work they describe. If any part of them is found unenforceable, the rest still applies. Neither of us is liable for a delay caused by events outside our reasonable control, such as a CRA system outage, provided the affected party tells the other promptly. We may update these terms; the date at the top changes when we do, and the version in force when an engagement starts governs that engagement.

Governing law

These terms are governed by the laws of the Province of Ontario and the federal laws of Canada that apply there, and any dispute is to be brought in the courts of Ontario.

Questions about these terms before you engage us? Contact us or call our 24/7 helpline +1 (416) 619-0068 — a free 15-minute consultation is available for businesses.