Terms of Services

1. About These Terms

These Terms of Service ("Terms") govern your use of the Keypoint Tax website and the professional taxation and accounting services provided by Keypoint Tax ("we," "us," "our"). By accessing our website or engaging our services, you agree to be bound by these Terms. If you do not agree, please discontinue use of our website and services immediately.

Keypoint Tax is a firm of Certified Practising Accountants (CPA) operating in accordance with the Tax Agent Services Act 2009, the Code of Professional Conduct issued by the Tax Practitioners Board (TPB), and the professional and ethical standards of CPA Australia.

2. Our Services

Keypoint Tax provides the following professional services:

  • Individual and business tax return preparation and lodgement

  • Business tax accounting including company, partnership, trust, and sole trader returns

  • Personal tax accounting and investment property returns

  • BAS preparation and lodgement

  • Bookkeeping and financial reporting

  • Payroll management and Single Touch Payroll (STP) lodgement

  • Superannuation and SMSF services

  • Business setup and structure advice

  • Client advising including tax planning and ATO compliance

  • Fringe benefits tax returns and ASIC compliance

All services are subject to a formal engagement letter which will be provided and must be signed before work commences. The scope, fees, and responsibilities for each engagement are defined in that engagement letter.

3. Client Responsibilities

To enable us to provide accurate and timely services, you agree to:

  • Provide complete, accurate, and up-to-date financial records, documents, and information as requested

  • Notify us promptly of any changes to your financial situation, business structure, or personal circumstances that may affect your tax obligations

  • Review all prepared returns, BAS statements, and documents before authorising lodgement

  • Respond to our requests for information or clarification within a reasonable timeframe

  • Meet agreed payment terms for professional fees

Keypoint Tax accepts no liability for errors, omissions, or penalties arising from incomplete, inaccurate, or late information provided by the client.

4. Lodgement Deadlines and ATO Obligations

Keypoint Tax will use all reasonable efforts to meet ATO lodgement deadlines applicable to your returns and obligations. However, we are dependent on receiving complete and accurate information from you in sufficient time to prepare and lodge returns by their due dates.

Keypoint Tax accepts no responsibility for ATO penalties, interest charges, or compliance consequences resulting from:

  • Late or incomplete provision of information by the client

  • The client's failure to authorise lodgement in a timely manner

  • Circumstances outside our reasonable control

5. Confidentiality

All client information provided to Keypoint Tax is treated as strictly confidential. We will not disclose your personal or financial information to any third party except:

  • Where required by law, including disclosure to the ATO, ASIC, or the TPB

  • Where you have provided express written consent

  • To third-party service providers engaged solely to assist in delivering your services, who are bound by confidentiality obligations

This confidentiality obligation survives the termination of your engagement with Keypoint Tax.

6. Tax File Number (TFN)

The collection, use, and storage of your Tax File Number is governed by the Privacy (Tax File Number) Rule 2015. Your TFN is collected solely for the purpose of lodging tax returns and related documents with the ATO on your behalf. Your TFN will never be disclosed to any unauthorised third party under any circumstances.

7. Intellectual Property

All content on the Keypoint Tax website — including text, graphics, logos, and service descriptions — is the intellectual property of Keypoint Tax and is protected under Australian copyright law. You may not reproduce, distribute, or republish any content from this website without prior written consent from Keypoint Tax.

8. Website Use

By using the Keypoint Tax website you agree to:

  • Use the website only for lawful purposes

  • Not attempt to gain unauthorised access to any part of our website or systems

  • Not transmit any harmful, offensive, or disruptive content through our contact forms or communications

  • Not rely on general information published on this website as professional advice specific to your circumstances

We reserve the right to restrict or terminate access to our website at any time without notice.

9. Limitation of Liability

To the fullest extent permitted by law, Keypoint Tax and its principals, employees, and agents will not be liable for any direct, indirect, incidental, consequential, or special loss or damage arising from:

  • Reliance on general information published on this website

  • Errors arising from inaccurate or incomplete information provided by the client

  • Delays caused by circumstances outside our reasonable control

  • Third-party software, platforms, or service providers used in the delivery of our services

Our liability in connection with any engagement is limited to the fees paid by you for that specific engagement.

10. Termination of Engagement

Either party may terminate a service engagement by providing written notice. Upon termination:

  • You remain liable for all fees for work completed up to the date of termination

  • Keypoint Tax will return all original client documents upon request

  • Keypoint Tax will retain copies of all records for the minimum period required by law

11. Complaints and Disputes

If you have a concern or complaint regarding our services, please contact us in writing. We are committed to resolving all complaints promptly, professionally, and fairly. If a resolution cannot be reached, disputes may be referred to:

12. Changes to These Terms

Keypoint Tax reserves the right to update these Terms at any time. Updated Terms will be published on this website with a revised effective date. Continued use of our website or services following any update constitutes your acceptance of the revised Terms.

13. Governing Law

These Terms are governed by the laws of New South Wales, Australia. Any disputes arising under these Terms are subject to the exclusive jurisdiction of the courts of New South Wales.

14. Contact Us

For any questions regarding these Terms contact us by:

Email: farnoosh@keypointtax.com.au

Phone: 0412 538 376

Address: 148 The Ponds Blvd, The Ponds NSW 2769