TERMS AND CONDITIONS

Terms and Conditions

Welcome to Insta Tax Services. By accessing or using our website, submitting information, uploading documents, requesting services, or engaging us for tax preparation or related services, you agree to be bound by the following Terms and Conditions.

1. Acceptance of Terms

By using this website or any service provided by Insta Tax Services, you acknowledge that you have read, understood, and agreed to these Terms and Conditions. If you do not agree, please do not use this website or submit information through our forms.

2. Scope of Services

Insta Tax Services provides tax preparation, tax filing assistance, tax consultation, and related administrative services based on the information and documentation provided by the client. Our services are limited to the scope specifically requested by the client.

We do not provide legal advice, investment advice, or financial planning services unless specifically stated otherwise in writing.

3. Client Responsibility

The client is solely responsible for providing complete, accurate, and truthful information, including all slips, receipts, schedules, prior return details, and supporting documents required for tax preparation and filing.

Insta Tax Services is not responsible for any penalties, interest, reassessments, denied claims, reduced refunds, delayed refunds, or loss of government benefits resulting from incomplete, inaccurate, false, or late information provided by the client.

4. Online Personal Tax Filing

When using our Online Personal Tax Filing page, you agree that:

• The information submitted through the online form is true and complete to the best of your knowledge
• You are authorized to submit the information for yourself and, where applicable, your spouse and dependants
• You will provide all requested documents and respond promptly to follow-up questions
• Submission of the online form does not guarantee immediate completion, review, or transmission of your return

Insta Tax Services reserves the right to request additional information, clarification, identification, or supporting documents before completing or transmitting a return.

5. Fees and Advance Payment

Fees for services are based on the nature and complexity of the return or service requested. Applicable pricing may be shown on our website, communicated by email, by phone, or otherwise provided before or during service.

An advance payment may be required before any work begins. For Online Personal Tax Filing, current advance payments may include:

• $50 for regular non-self-employed returns
• $150 for self-employed returns

Any remaining balance is due upon completion of the return and must be paid before the return is transmitted to the Canada Revenue Agency (CRA), unless otherwise agreed in writing.

6. Non-Refundable Fees Once Work Starts

Once work has started on a client file, any advance payment or processing fee becomes strictly non-refundable. Work is considered started once we begin reviewing, organizing, assessing, preparing, or processing the submitted information or documents.

Non-refundable fees apply including, but not limited to, the following situations:

• The client decides not to proceed after submitting information or documents
• The client chooses to file elsewhere after work has started
• The client does not provide remaining documents on time
• The client stops responding after work has begun
• The client disagrees with the tax outcome, refund amount, or balance owing
• The return cannot be completed because required information was incomplete, missing, or inconsistent

7. Filing and Transmission

Insta Tax Services will not transmit a tax return until:

• All required information and documents have been received
• The return has been reviewed with the client as required
• Identity verification requirements have been satisfied, where applicable
• All outstanding service fees have been paid in full

8. No Guarantee of Refund or Tax Outcome

Any estimate of tax refund, tax payable, benefit amount, or other result is an estimate only. Insta Tax Services does not guarantee any refund amount, tax outcome, or eligibility for credits and benefits until the return is fully prepared and processed by CRA or the relevant authority.

9. CRA Processing and Third-Party Delays

Insta Tax Services is not responsible for delays caused by the CRA, financial institutions, employers, government departments, missing slips, verification reviews, audits, system outages, or any third-party delays outside our control.

10. Review and Approval

The client remains responsible for reviewing the final return and confirming that all information is correct before filing. By approving a return for transmission, the client confirms that the information is complete and accurate to the best of their knowledge.

11. Document Submission and Electronic Communication

By uploading documents or communicating with us electronically, you acknowledge that electronic communication involves certain security and transmission risks. While we take reasonable measures to protect client information, no electronic transmission or storage system can be guaranteed to be completely secure.

12. Privacy and Confidentiality

We take client confidentiality seriously and use information provided by clients for the purpose of delivering requested services, complying with legal obligations, and maintaining business records. By using our services, you consent to such collection, use, and storage of your information as reasonably necessary to provide services.

13. Refusal or Suspension of Service

Insta Tax Services reserves the right to refuse, suspend, or discontinue service at any time where:

• Required information is not provided
• Provided information appears inaccurate, misleading, or fraudulent
• There is abusive, threatening, or inappropriate conduct
• There is non-payment or delayed payment of fees
• We determine that we are unable to complete the work appropriately or lawfully

14. Limitation of Liability

To the fullest extent permitted by law, Insta Tax Services shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including loss of income, loss of refund, interest, penalties, or other losses arising from use of the website or services.

Our total liability, if any, shall not exceed the amount of fees actually paid by the client for the specific service giving rise to the claim.

15. Website Content

The information on this website is provided for general informational purposes only and may not reflect the most current tax rules, CRA policies, or legal requirements. Website content should not be relied upon as a substitute for professional advice tailored to your specific situation.

16. Governing Law

These Terms and Conditions shall be governed by and interpreted in accordance with the laws of the Province of Alberta and the applicable laws of Canada.

17. Changes to Terms and Conditions

Insta Tax Services reserves the right to modify or update these Terms and Conditions at any time without prior notice. Any updated version posted on this website shall take effect immediately upon posting.

18. Contact Information