STANDARD TERMS & CONDITIONS OF ENGAGEMENT OF MYTAX.CO.NZ LIMITED

1. AUTHORITY TO OBTAIN INFORMATION FROM THE IRD

I give authority for the tax agency MyTax.co.nz Limited to link my details with IRD to their agency client list and for MyTax.co.nz Limited to act as my tax agent for all purposes associated with the preparation of my tax returns until I request otherwise.

I acknowledge that this gives MyTax.co.nz Limited authority to do all of following:

  • link my Inland Revenue number to their client list and if I already have a tax agent I understand that I will be delinked from my previous agent’s list.
  • obtain information from Inland Revenue in regards to all my tax types including Income Tax, Student Loan, Working for Families and Rebates and all tax matters by any IRD contact method available such as telephone, internet, fax, info express and all E services.
  • To sign tax returns on my behalf

2. DISCLAIMER BY MYTAX.CO.NZ LIMITED

MyTax.co.nz Limited has relied upon the information submitted by the taxpayer and provided to it by the Inland Revenue Department. Therefore MyTax.co.nz Limited does not accept any responsibility or liability for the accuracy of the material from which the Returns have been prepared. I agree that I am liable for any payment required by the IRD as a result of MyTax.co.nz Limited filing your tax return(s) or requesting your Personal Tax Summaries.

3. FEES

I agree to pay to MyTax.co.nz Limited as a tax return preparation fee, a sum equivalent to 15% (minimum $20, maximum $500) of all tax refunds paid from every tax return lodged by the company on my behalf. I agree that if an IR3 tax return is required the fee will be $99 + 15% of the total year refund. I agree that electronic verification for Drivers Licenses will incur a fee of $3 per attempt, if I require a cheque cancellation I will incur a fee of $35, and if I wish my refund to paid as a cheque I will incur a fee of $2. I agree to pay to Mytax.co.nz the tax return preparation fee should my refund be transferred by Inland Revenue to cover existing arrears on my account. I agree that I am liable to pay any administration costs and fees incurred during debt collection should I owe MyTax.co.nz overdue amounts.

4. RECEIPT AND PAYMENT OF TAX REFUNDS

In respect of any tax refunds due to me, I give the following authorities:

  1. for MyTax.co.nz Limited to receive any refund on my behalf and deposit them into the MyTax.co.nz Trust Account;
  2. MyTax.co.nz Limited to debit from such refunds and pay to MyTax.co.nz Limited my tax return preparation fee as set out above; and
  3. for MyTax.co.nz Limited to pay the net balance of the refunds to me, either by direct credit into my bank account, or by cheque as per postal address supplied with the filing authorisation.

5. AUTHORISATION FOR ADVERTISING

I authorise MyTax.co.nz Limited to use information about me for advertising purposes such as any correspondence, first name, my home town and refund amounts.

6. TIMING

I acknowledge that if my application is not received before the 25th March 2013 it may not be processed before the 31st of March 2013 and therefore I may lose the possibility of a refund for the 2008 tax year.

I understand that while MyTax.co.nz Limited aims to pay you your Tax Refund in 5 working days from your application date this timeframe can be increased by delays at IRD for various reasons. I understand the 5 day timeframe is not a guarantee.

7. ID VERIFICATION

I agree the MyTax.co.nz has permission to verify my identity by receiving photo ID, using address verification, and/or NZ Driver License verification (If details are supplied by me).

8. AUTHORITY TO BE CONTACTED BY EMAIL AND/OR TEXT MESSAGE (SMS) AND/OR PHONE

I agree to opt in for all email, phone, and text message (SMS) correspondence relating to my tax refunds including reminders to re-apply, questions regarding my tax affairs and important dates. I agree that no opt-out message is required for email and SMS communication invloving the business of completing my tax returns and informing me each year when to provide MyTax.co.nz with tax information.

9. FLY BUYS POINTS AND FLY BUYS BONUS POINTS

Fly Buys Standard Points:

  1. Fly Buys standard points will be calculated on the MyTax.co.nz fee charged for tax refunds only.
  2. 1 Standard Fly Buys point will be collected per $20 spent on tax refund fees

Fly Buys Bonus Points:

I acknowledge that to qualify for 10 Fly Buys Bonus points that:

  1. This is my first application for a tax refund for the 2011 tax year with MyTax.co.nz or any other refund company
  2. I must complete my application in full and provide Identification as described in section 6 above.
  3. That I must be a member of Fly Buys.

I acknowledge that MyTax.co.nz Limited has full and final say whether I qualify for the 10 Fly Buys Bonus points.

10. Site Statistics

The reported average refund on MyTax.co.nz is current as at 10th May 2012 for dates between 15th April and 9th May 2012. It is the average refund of each customer who was eligible for refund.

On average we refund over 1 million dollars each month.

93% of our clients have overpaid their tax at some point within the last 5 years.

 

PRIVACY ACT 1993

Information the company obtains in the course of this engagement is subject to confidentiality requirements, in addition to obligations under the Privacy Act 1993. MyTax.co.nz Limited will not disclose that information to other parties without your express consent, except as required by law.

MyTax.co.nz Limited, PO Box 794, Nelson 7040 New Zealand