Terms of Engagement

Professional Services - Terms of Engagement

Lessly Taxation Limited

1. Introduction & Scope of Engagement

Thank you for choosing Lessly Taxation Limited (“Lessly”, “we”, or “our”) as your tax and accounting service provider. This engagement letter outlines the terms and conditions under which we will provide services to you.

We will provide accounting, GST, income tax, and general tax advisory services for the above entity/entities. This includes preparation and filing of all IRD-required returns, liaison with IRD, and other tax compliance or advisory tasks as required.

2. Authority to Act

By signing this letter, you authorise Lessly Taxation Limited to act on your behalf with Inland Revenue (IRD) for all tax types, including requesting and receiving information via IRD’s systems.

This authority includes:

  • Receiving and reviewing correspondence from IRD

  • Acting as your listed tax agent with IRD

  • Managing your IRD account information and filing obligations

You also authorise IRD to disclose any and all information to us relevant to the services provided.

3. Year 1 Free Offer (If Applicable)

Where applicable under our “Try First, Trust First, Pay Later” policy, you may be entitled to one year of free accounting services. This will be outlined in writing and confirmed at the start of the engagement.

Please note: All third-party costs (e.g. Companies Office fees, IRD penalties or interest) remain your responsibility.

4. Fees & Payment Terms

From Year 2 onwards (or from the start, if the free offer does not apply), our services will be billed under one of our fixed monthly plans. These will be quoted in advance and invoiced monthly.

All invoices are due within 7 days unless otherwise agreed in writing.

5. Personal Guarantee & Liability in Liquidation

You, the undersigned, acknowledge and agree that:

  • If the entity or business named above ceases to operate, enters liquidation, is removed from the Companies Register, or is otherwise unable to pay its debts,

  • You will remain personally liable for any unpaid invoices or outstanding fees owed to Lessly Taxation Limited.

This guarantee applies regardless of whether the engagement is with a company, trust, sole trader, or partnership.
This clause ensures we can continue to provide our services in good faith, even for entities at risk of financial instability.

6. Disengagement & Termination

Either party may terminate this engagement at any time by providing written notice. Upon termination, all work completed up to the date of notice will be invoiced and payable. Any authority held with IRD will be removed within 5 working days.

7. Withholding of Work and Access Due to Non-Payment

Lessly Taxation Limited reserves the right to:

  • Withhold access to financial statements, tax filings, supporting documentation, or other deliverables until all outstanding invoices are paid in full

  • Suspend or revoke access to Xero and any other cloud accounting software subscriptions that are managed or paid for by Lessly if invoices remain overdue beyond 14 days

We believe in trust and fairness, but in the event of continued non-payment, we reserve the right to take appropriate recovery action, including suspending ongoing services and recovering fees through debt collection processes.

8. Service Delivery – 100% Online

Lessly Taxation Limited is a 100% online accounting firm. All communication, document exchange, onboarding, and service delivery will be conducted via email, secure portals, video calls, and cloud-based systems such as Xero and HubSpot.

Physical meetings or in-person consultations are not included in this engagement and are not part of the services we offer.

Our digital-first approach enables faster turnaround, transparent pricing, and efficient service for clients across New Zealand.

9. Limitation of Liability

Lessly Taxation Limited shall not be liable for any indirect, incidental, or consequential damages. Our total liability in connection with this engagement shall not exceed the total fees paid to us in the 12 months preceding any claim.

10. Consent to Electronic Communication

You consent to receiving all communications, documents, and notices electronically unless otherwise agreed in writing.

11. Client Declaration & Signature

I confirm I have read and understood the terms of this engagement and agree to engage Lessly Taxation Limited on this basis. I confirm I have the authority to act on behalf of the above entity/entities and accept personal liability where applicable.