Terms of Service

Effective Date: June 2026
Last Updated: June 2026

1. About These Terms

Welcome to Vegan Accounting (“Vegan Accounting”, “we”, “our” or “us”). By accessing our website or engaging our services, you agree to these Terms of Service.

These terms should be read together with our Privacy Policy, Disclaimer, any engagement letter, proposal, quote, invoice, scope of work or other written agreement provided to you.

If there is any inconsistency between these Terms of Service and a signed engagement letter or written client agreement, the engagement letter or client agreement will prevail to the extent of the inconsistency.

2. Scope of Services

Vegan Accounting provides accounting, taxation, bookkeeping, business advisory and related professional services to individuals, sole traders, companies, trusts, partnerships and other business clients.

Our services may include:

• Individual tax return preparation and lodgement
• Sole trader and small business tax services
• Business accounting and advisory services
• BAS preparation and lodgement
• Bookkeeping and payroll support
• Financial reporting and management reporting
• Business dashboards and financial insights
• Accounting software setup and support
• Tax planning and general taxation advice
• CFO advisory and business performance support
• Other services agreed in writing

The exact scope of services will be set out in your quote, engagement letter, proposal, invoice or other written agreement.

3. Online and Remote Services

Our services may be delivered remotely using secure digital platforms, email, video conferencing, accounting software, client portals and electronic signing tools.

By engaging us, you agree to the use of electronic communication and digital platforms where appropriate. You are responsible for maintaining access to your email account, accounting software, client portal and any systems required for us to provide services to you.

4. Third-Party Platforms

We may use third-party platforms and software providers to provide our services, manage client information, prepare documents, lodge tax forms, issue invoices and communicate with you.

These may include platforms such as Xero, MYOB, QuickBooks, TaxDome, LodgeiT, Microsoft 365, Google Workspace, payment processors, electronic signing platforms and secure cloud storage systems.

By engaging us, you acknowledge that these third-party platforms may have their own terms of use, privacy policies and security practices. We are not responsible for outages, errors, interruptions or security incidents caused by third-party platforms outside our reasonable control.

5. Eligibility

You must be at least 18 years old and legally capable of entering into an agreement with us.

If you engage us on behalf of a company, trust, partnership, organisation or other entity, you warrant that you have authority to do so.

6. Client Responsibilities

You agree to:

• Provide accurate, complete and timely information
• Disclose all relevant facts, documents and circumstances
• Respond to requests for information within reasonable timeframes
• Review documents carefully before signing, approving or lodging
• Ask questions if you do not understand any advice, document or obligation
• Maintain accurate accounting and business records
• Maintain access to your accounting software, bank feeds and relevant systems
• Notify us promptly of changes to your personal, business, financial or tax circumstances
• Comply with your tax, superannuation, payroll, ASIC and other legal obligations
• Pay our invoices in accordance with agreed payment terms

You acknowledge that we rely on the information you provide. We are not responsible for errors, penalties, interest, losses or delays caused by inaccurate, incomplete, misleading or late information provided by you or your authorised representatives.

7. Review and Approval Before Lodgement

Where documents require your review, approval or signature before lodgement, you are responsible for checking that the information is accurate, complete and reflects your circumstances.

We will not lodge tax returns, BAS, financial statements or other documents requiring your approval until we have received the required authorisation, unless otherwise permitted by law or agreed in writing.

8. Tax Advice and Professional Judgement

Our advice is based on the information available to us at the time it is provided, the scope of our engagement and our understanding of applicable laws, rulings and administrative guidance.

Taxation laws and regulator positions may change. Advice provided at one point in time may not remain current if laws, facts, circumstances or regulator guidance changes.

Unless expressly agreed in writing, we are not required to update advice after it has been provided.

9. No Financial Product, Legal or Investment Advice

Unless expressly stated in writing, our services do not include legal advice, financial product advice, investment advice, credit advice, insurance advice or advice requiring an Australian Financial Services Licence.

You should seek advice from an appropriately qualified professional before making legal, investment, finance, lending, insurance or financial product decisions.

10. Quotes, Fees and Payment

Our fees depend on the nature, complexity, urgency and scope of the work required.

Any quote we provide is based on the information available to us at the time. If the information provided is incomplete, inaccurate or changes after the quote is issued, we may revise the quote or charge additional fees.

Additional fees may apply where:

• The scope of work changes
• Additional information or documents are provided after quoting
• Records are incomplete, inaccurate or require substantial correction
• Urgent work is requested
• Additional meetings, advice, revisions or lodgements are required
• Third-party software, filing or government fees apply

Invoices are issued electronically. Unless otherwise agreed in writing, invoices must be paid before lodgement, delivery of final work or commencement of ongoing services.

11. Late Payment and Suspension of Services

If an invoice remains unpaid, we may suspend work, withhold lodgement, pause access to services, decline further work or terminate the engagement.

You remain responsible for meeting all tax, BAS, ASIC, payroll, superannuation and other statutory deadlines, even where services are suspended due to non-payment or delayed information.

12. Cancellations, Rescheduling and Missed Appointments

If you need to cancel or reschedule a meeting, you should provide as much notice as possible.

We may charge a cancellation, rescheduling or missed appointment fee where you fail to attend a booked consultation, cancel with insufficient notice or repeatedly reschedule.

Any specific cancellation terms will be set out in your quote, booking confirmation, invoice or engagement letter.

13. Refunds

Fees paid for completed work, consultations, advice, lodgements or services already performed are generally non-refundable.

If a refund request is made, we will assess it based on the work completed, the time incurred, the nature of the service, any expenses already incurred and applicable consumer law obligations.

14. Confidentiality

We will treat your information as confidential and only use or disclose it where necessary to provide services, comply with legal or professional obligations, obtain professional advice, protect our legal rights, or as otherwise permitted by law.

You acknowledge that we may disclose information to authorised representatives, software providers, professional advisers, contractors, regulators and government agencies where reasonably necessary.

15. Privacy

We handle personal information in accordance with our Privacy Policy.

By using our website or engaging our services, you consent to our collection, use, storage and disclosure of personal information as described in our Privacy Policy.

16. Intellectual Property

All content on our website, including text, design, branding, graphics, logos, templates, resources and materials, is owned by or licensed to Vegan Accounting Australia and must not be copied, reproduced, adapted or distributed without our prior written consent.

Working papers, internal calculations, schedules, file notes, templates, methodologies and internal documents prepared by us remain our property.

Final deliverables prepared for you, such as lodged tax returns, financial statements, management reports or agreed client-facing documents, may be used by you for their intended purpose once all fees have been paid.

17. Website Content and Publications

Any articles, publications, guides, website content, newsletters or general information published by Vegan Accounting Australia are provided for general information purposes only.

Website content does not constitute personal taxation, accounting, financial, legal or business advice and should not be relied upon without obtaining advice specific to your circumstances.

While we aim to keep information accurate and current, we do not guarantee that website content is complete, up to date or suitable for your circumstances.

18. Limitation of Liability

To the maximum extent permitted by law, Vegan Accounting Australia is not liable for loss, damage, cost, penalty, interest, claim or expense arising from:

• Incorrect, incomplete, misleading or late information provided by you
• Your failure to disclose relevant facts or documents
• Your failure to review documents before signing, approving or lodging
• Your failure to act on advice or meet statutory obligations
• Decisions made without obtaining specific professional advice
• ATO, ASIC, ABRS, bank, software provider or third-party platform delays, outages or errors
• Changes in law, regulator position or administrative practice
• Unauthorised access caused by your failure to protect passwords, login details or systems
• Events outside our reasonable control

Nothing in these Terms excludes, restricts or modifies any consumer guarantee, right or remedy that cannot be excluded under the Australian Consumer Law.

19. Professional Standards Scheme

Our liability may be limited by a scheme approved under Professional Standards Legislation.

20. Indemnity

You agree to indemnify Vegan Accounting Australia, its directors, employees, contractors and representatives against any loss, claim, damage, liability, penalty, cost or expense arising from your breach of these Terms, your failure to provide accurate or complete information, your misuse of our website or services, or your failure to comply with legal obligations.

21. Conflicts of Interest

If we identify an actual or potential conflict of interest, we will take reasonable steps to manage it in accordance with our professional obligations.

We may decline, pause or terminate an engagement where we consider that a conflict cannot be appropriately managed.

22. External Contractors

We may engage external contractors, consultants or professional service providers to assist in providing services.

Where contractors are engaged to assist with tax agent services, they will be appropriately qualified, supervised and required to comply with confidentiality, privacy and professional standards.

23. Termination of Services

We may suspend or terminate services if:

• You breach these Terms or an engagement letter
• You fail to provide required information
• You fail to pay invoices when due
• You provide false, misleading, incomplete or inconsistent information
• We suspect fraud, dishonesty, tax evasion, money laundering or breach of law
• You ask us to act in a way that would breach our legal, ethical or professional obligations
• A conflict of interest arises that cannot be appropriately managed
• The relationship has broken down or we are no longer able to provide services appropriately

You may terminate our services by providing written notice, subject to payment of all outstanding fees for work performed and costs incurred up to the termination date.

24. Record Keeping

You are responsible for maintaining records required under taxation, corporations, employment, superannuation and other applicable laws.

We may retain copies of documents and information in accordance with our legal, regulatory, insurance and professional obligations.

25. Force Majeure

We are not liable for delay or failure to perform services caused by events outside our reasonable control, including natural disasters, illness, cyber incidents, technology failures, internet outages, government action, regulatory delays, third-party platform outages or other events beyond our control.

26. Information We Are Required to Disclose to You

As a registered tax agent, our work is performed in accordance with the Tax Agent Services Act 2009 and the Tax Agent Services (Code of Professional Conduct) Determination 2024.

Under the Code of Professional Conduct, registered tax practitioners are required to make certain disclosures to current and prospective clients.

Tax Practitioners Board Register

The Tax Practitioners Board maintains a public register of registered tax agents and BAS agents. You can access and search the register at: https://www.tpb.gov.au/public-register

Complaints About Our Tax Agent Services

If you have a complaint about our tax agent services, please contact us first using the contact details below.

We will acknowledge your complaint and aim to review and respond within a reasonable timeframe. We may request further information from you to properly assess the complaint.

If you are not satisfied with our response, or if your complaint relates to the conduct of a registered tax practitioner, you may make a complaint to the Tax Practitioners Board at: https://www.tpb.gov.au/complaints

Our Rights, Responsibilities and Obligations

As a registered tax agent, we are required to comply with taxation laws, the Tax Agent Services Act 2009, the Code of Professional Conduct and applicable professional standards.

Our obligations include acting honestly and with integrity, maintaining confidentiality, managing conflicts of interest, taking reasonable care, keeping proper client records and maintaining professional competence.

Your Responsibilities as a Client

You are responsible for providing complete and accurate information, keeping proper records, complying with taxation laws and reviewing documents before approval or lodgement.

You should not ask us to make false or misleading statements, omit relevant information or take a position that is not reasonably arguable or supported by law.

Matters That May Influence Your Decision to Engage Us

We will notify you of any matter that we are required to disclose and that could significantly influence your decision to engage us or continue to engage us for tax agent services.

If no such matters exist at the time you engage us, we are not aware of any matter that would significantly influence your decision to engage or continue to engage us.

27. Links to Third-Party Websites

Our website may contain links to third-party websites. These links are provided for convenience only.

We are not responsible for the content, accuracy, privacy practices or terms of third-party websites.

28. Changes to These Terms

We may update these Terms of Service from time to time to reflect changes in our services, systems, laws or business practices.

The latest version will be published on our website and will apply from the effective date stated above.

29. Governing Law

These Terms are governed by the laws of Victoria, Australia.

You agree that the courts of Victoria, Australia have jurisdiction in relation to any dispute arising from these Terms or our services.

Liability limited by a scheme approved under Professional Standards Legislation.