These Terms of Use (“Terms”) govern your purchase and use of Excel working-paper templates and related digital products (each, a “Template”) sold by TaxWorkbooks (“TaxWorkbooks,” “we,” “us,” or “our”). By purchasing or using a Template, you agree to these Terms. If you do not agree, do not purchase or use our Templates.
1. What We Sell
TaxWorkbooks sells Excel productivity tools for tax professionals — working-paper templates such as our T2, T5013, and EIFEL packages. Our Templates automate calculations and provide documentation structure only. They are software tools, not tax return preparation, review, or filing services, and they do not generate a return or election on your behalf.
How you may use a Template — under an In-house, Practice, or Enterprise Licence — is governed by our Licence, which forms part of these Terms.
2. Not Professional Advice
Nothing we provide is tax, legal, or accounting advice, and none is implied by your purchase or use of a Template. No accountant-client relationship, solicitor-client relationship, or other professional relationship is formed between you and TaxWorkbooks by virtue of purchasing or using our products. TaxWorkbooks is a product vendor. We are not a professional services firm, we do not practice public accounting or law, and we do not review, sign, or take responsibility for any client work you produce using our Templates.
3. Professional Responsibility
You are a tax, accounting, or legal professional (or an organization employing such professionals), and you remain solely responsible for:
- the accuracy and completeness of any return, election, schedule, or other document you prepare using a Template;
- the filing of that return, election, schedule, or document with the relevant tax authority;
- verifying every calculation, formula, and figure produced by a Template against current legislation, regulations, and administrative guidance before relying on it; and
- exercising your own independent professional judgment on every file.
A Template is a working aid. It does not replace your professional review.
4. Currency of Content
Each Template reflects the legislative references stated on its product page as of the version date stated there. Tax law changes. Before relying on a Template for a current engagement, you must confirm that its stated version is still current for the tax year and rules that apply to your file. TaxWorkbooks makes no representation that a Template remains accurate after its stated version date.
5. No Warranty / Limitation of Liability
Templates are sold “as is” and “as available,” without warranty of any kind, express or implied, including without limitation any warranty of merchantability, fitness for a particular purpose, or non-infringement.
To the maximum extent permitted by law, TaxWorkbooks’s total liability to you arising out of or relating to a Template, however framed, is capped at the amount you paid for that Template. TaxWorkbooks is not liable for any filing outcome, reassessment, penalty, interest, lost profit, or other direct, indirect, incidental, special, or consequential damages arising from your use of a Template, even if we were advised of the possibility of such damages.
Nothing in this section limits liability that cannot be limited under applicable Québec or Canadian law.
6. Updates
Minor updates released for the tax year you purchased (for example, formula corrections or clarifications) are provided to you free of charge. A version of a Template built for a new tax year is a new product and a new purchase — it is not covered by your original purchase. This applies regardless of which Licence tier you hold, and is incorporated into our Licence by reference.
7. Support Scope
We provide reasonable email support on Template mechanics. We do not provide support on tax positions, technical interpretations, or how a Template should be applied to your specific client fact pattern — that judgment is yours, as described in Section 3. See our Support Policy for the full scope, how to reach us, and our response-time target.
8. Refunds
14-day technical compatibility guarantee. If a workbook cannot be made to operate as documented after a reasonable support attempt, the purchase is refunded. See our Refund Policy for how to request a refund, what is excluded, and how refunds are paid.
9. Governing Law
These Terms are governed by the laws of the Province of Québec and the federal laws of Canada applicable in Québec, without regard to conflict-of-law principles. Any dispute arising out of or relating to these Terms or your use of a Template is subject to the exclusive jurisdiction of the courts located in Québec, Canada.
10. Language and Governing Version
These Terms are published in both French and English. The French version is presented at or before checkout, so that it is available to you before you are bound by these Terms.
The French and English versions are equally authoritative. Neither prevails over the other, and you may rely on either one. If a discrepancy between the two is identified, we will correct it so that both versions state the same thing; we will not resolve it by treating one language as controlling.
The French version — Conditions d’utilisation — is a working translation reviewed by TaxWorkbooks’s owner, a francophone Québec CPA. It is not a certified legal translation.
Contact: [email protected]