I hereby engage Canada Tax Reviews Inc. (CTR) to pursue federal and provincial tax credits, refunds, and benefits that were not claimed in my last 10 years of tax returns, and to prepare and file my federal and provincial tax returns in respect of the current tax year. This engagement is subject to the following terms.
Authorization and Cooperation
CTR is authorized to act on my behalf in dealing with the Canada Revenue Agency (CRA), provincial agencies ,and such other parties as may be appropriate, and to obtain and disclose information about me from and to such parties.
No upfront fees are payable. While CTR does not guarantee that I am eligible for any amounts, I agree to pay the following fees to CTR:
Any amounts not paid when due will bear interest at a rate of 1.5% per month (18% per annum), and I will be responsible for CTR’s collection costs, including any legal fees. Any returned cheques will be subject to a fee of $50.00.
I will provide CTR with Level 2 CRA authorization, and cooperate with CTR in connection with its provision of its services.
I will provide CTR with such information as it requires in order to submit accurate and complete filings. While CTR may ask me for clarification or additional information from time to time, it will not verify or audit the materials I submit. I am solely responsible for the content of any filings submitted to CRA, and I acknowledge that interest and penalties may apply in the event that incorrect filings are submitted to CRA.
I will retain, and share with CTR upon request, any documents, cancelled cheques, receipts and other supporting materials that relate to the information I provide to CTR.
CTR may terminate this agreement on written notice to me (including by e-mail) in the event that (i) it is not satisfied with the results of my credit check, and we are not able to agree on alternative payment terms or (ii) it assesses that no benefits will be obtained. In either of these cases, no fees will be payable to CTR, and CTR will not be responsible for filing my current year tax return.
In the event that I terminate this agreement or withdraw CTR’s Level 2 CRA authorization following the submission of any filing by CTR to CRA, I will be liable to CTR for its fees in respect of any benefits that I receive, at the rates and on the terms set out above.
Privacy and Credit
CTR’s maximum liability to me in respect of this engagement will be the amounts actually paid by me to CTR in respect of its provision of the services. Any claim against CTR must be made within 12 months of the provision of services, and CTR will not be liable for any incidental, punitive ,special, indirect, consequential loss or damage, even if it has been advised of the possibility of such damages.
This agreement shall be governed by the laws of the Province of Ontario, and the courts of the Province of Ontario shall have jurisdiction over any disputes relating to this agreement.
I acknowledge that I have read and understand all of the provisions of this agreement, and that I have had sufficient opportunity to review this agreement and ask any questions prior to becoming bound by it.