📋Terms & Conditions

Governing Law: Dutch law, jurisdiction in the Netherlands

📋Services Provided

Professional services offered by TaxSoar

Core Services

• We provide professional bookkeeping, tax compliance, financial reporting, and advisory services

• The scope of services will be confirmed in a written agreement or engagement letter

• Services may involve the use of secure third-party applications and tools, always in compliance with confidentiality and data protection standards

👤Client Responsibilities

Your obligations when using our services

Information Requirements

• Provide complete, accurate, and timely information and documentation

• Ensure that all required records (e.g., invoices, contracts) are available for correct processing

• You remain responsible for the underlying accuracy of the information provided

🎓Professional Standards

Our commitment to professional excellence

Service Delivery

• Services are delivered in accordance with applicable professional and ethical standards

• We do not provide legal representation

• We may be required by law (e.g., Anti-Money Laundering regulations) to conduct due diligence or file reports of unusual transactions. These obligations are statutory and not optional

⚖️Limitation of Liability

TaxSoar maintains professional indemnity (beroepsaansprakelijkheid), general business liability (bedrijfsaansprakelijkheid), and directors & officers liability (bestuurdersaansprakelijkheid) insurance appropriate to the nature of its services. Policy details are available on request.

Liability Limits

• Our liability is limited to the fees actually paid by the client for the specific service to which the damage directly relates, and no more

• Total liability per engagement is capped as set out in the relevant engagement letter, and in any case at the lower of: (a) fees paid by the client in the 12 months preceding the claim, or (b) the amount covered by TaxSoar's professional liability insurer for the relevant claim

• We are not liable for indirect, incidental, or consequential damages, including but not limited to lost profits, fines, penalties, or interest charges, regardless of how they arise

• We are not liable for damage resulting from incomplete, inaccurate, or late information provided by the client

• Clients remain responsible for reviewing and approving all final submissions before filing. TaxSoar's liability ends at the point the client approves

Any claim for damages, deficiencies, or non-performance against TaxSoar B.V. must be notified in writing within twelve (12) months from the date on which the Client became aware, or reasonably should have become aware, of the event giving rise to the claim.

All claims shall in any event expire twelve (12) months after completion of the relevant services to which the claim relates (long-stop period), regardless of the Client’s awareness.

For:

• Ongoing or interim engagements: the limitation period shall commence on the date of completion or termination of the engagement.

• One-off services (including but not limited to IB returns, VAT filings, or advisory delivered once): the limitation period shall commence on the date of delivery or submission of the service, which shall be deemed the relevant event.

• Claims must be sufficiently substantiated and documented; failure to do so results in inadmissibility.

After expiry of the applicable period, any right to claim shall lapse irrevocably.

📣 Complaints Procedure

• Complaints regarding work performed or an invoice must be submitted in writing within 30 days of the date the relevant document or output was made available to the client

• Complaints must be sent to TaxSoar's registered email address and must describe the issue, the relevant engagement, and the remedy sought

• TaxSoar will acknowledge receipt within 5 business days and aim to provide a substantive response within 20 business days

• Complaints do not suspend the payment obligation unless TaxSoar confirms in writing that the complaint is justified

• If justified, TaxSoar may, at its sole discretion: adjust the applicable fee; redo the relevant work at no charge; or provide a proportionate refund of fees already paid

• Any claim for compensation lapses 6 months after the client discovered or could reasonably have discovered the damage

🛡️ Client Indemnification

The client indemnifies TaxSoar against all third-party claims arising from services provided, to the extent caused by:

• Incorrect, incomplete, or misleading information provided by the client

• The client's failure to comply with applicable laws and regulations

• The client sharing TaxSoar's work product with third parties without written agreement

This indemnification does not apply where damage is caused by TaxSoar's own error or negligence.

💳Fees & Payment

Payment terms and obligations

Payment Terms

• Fees are charged as per engagement (hourly, fixed, or project-based)

• All invoices are due within 14 days of the invoice date, in euros, without set-off or deduction. Adjustments or different payment terms will be stated in your invoice as otherwise agreed

• Late payment may result in suspension of services and statutory interest (wettelijke rente) accrues automatically from that date

• Objections to an invoice do not suspend the payment obligation

• All extrajudicial and judicial collection costs are for the client's account

Surcharges

Late Requests

• A surcharge of 2× the standard service rate applies to any request received less than 5 business days before an applicable filing deadline

• The deadline is measured from the moment complete and usable documentation is received by TaxSoar, not from the date the client claims to have sent it

• Delays caused by incomplete or inaccurate information provided by the client do not waive this surcharge

Out-of-Scope Requests

• A surcharge of 2× the standard service rate applies to any request that falls outside the scope of the purchased service or active package

• Scope is defined at the time of engagement confirmation. Any additional service, additional tax year, additional person, or additional topic constitutes a separate engagement

• TaxSoar will notify the client in writing before commencing any out-of-scope work and confirm the applicable rate

© Intellectual Property

• All advice, templates, reports, and methodologies produced by TaxSoar remain TaxSoar's property unless explicitly agreed otherwise in writing

• Deliverables are produced exclusively for the client and for the purpose agreed. Third parties may not derive rights from them

• The client may not reproduce or publish TaxSoar's work product without prior written consent

📌 General

• Joint assignments: Where an engagement is granted by multiple clients, all are jointly and severally liable for all fees and costs

• Severability: If any provision is void or unenforceable, all remaining provisions stay in force and the invalid provision is replaced by one closest to its original intent

• Amendments: TaxSoar may amend these terms at any time. Clients are notified in writing; changes take effect 14 days after notification unless objected to in writing

• Governing law: Dutch law applies. Disputes go to the competent court in TaxSoar's jurisdiction unless parties agree otherwise in writing. Client's own general terms are expressly rejected

• Completion timeframes: All timeframes are indicative unless confirmed in writing as binding. The clock does not start until all documentation and any advance payment are received

• Limitation period: All claims against TaxSoar lapse one year after the client became aware or could reasonably have become aware of the relevant circumstances

🔒Confidentiality & Data Use

How we protect and use your information

Data Protection

• All client information is treated as strictly confidential

• Data may be shared only with trusted service providers or professional advisors where necessary to perform the agreed services

• We maintain professional secrecy, subject to legal reporting obligations

Electronic signatures

• We may use third-party e-signature providers (acting on our instructions) to prepare, send, and collect signatures (incl. but not limited to e.g. POA's)

• We store the executed document in our EU storage; the signature certificate/audit log is available upon request

Acting under POA

With your Power of Attorney, we may:

• Create/manage third-party accounts (e.g., accounting/e-signature), accept their Terms and Data Processing Addenda (DPAs) as your agent, and configure settings needed to deliver the service

• You are the owner of such an account and we are added with the minimum necessary role

• Off-boarding: We remove our access and hand back full control to the client

Document access in your dashboard

• Clients can view/upload/download/change/delete own documents (restrictions apply)

• Processing of personal data follows our Privacy Policy

✅Good Faith & Legal Compliance

Our commitment to lawful and ethical conduct

Legal Obligations

• We act in good faith and in compliance with applicable law

• If we are legally required to report certain activities (e.g., under AML regulations), this obligation overrides confidentiality. Clients acknowledge this is a legal duty

🔚Termination

Terms for ending the service relationship

Service Termination

• Either party may terminate with written notice

• All outstanding fees remain payable upon termination

• Confidentiality and data protection obligations survive termination

🌪️Force Majeure

Events beyond our reasonable control

Uncontrollable Events

• We are not liable for failure or delay in performance due to events beyond our reasonable control (e.g., natural disasters, cyber incidents, regulatory changes)