This licence governs your use of the Excel working-paper template(s) you purchased from TaxWorkbooks (each, a “Template”). It applies to every Template regardless of which package it came from (T2, T5013, EIFEL, or any other TaxWorkbooks product). By using a Template, you agree to this licence.
1. Grant
Subject to this licence and to our Terms of Use, your use of the Template is governed by one of the three licence tiers below, according to the tier you select at checkout (see Section 5).
In-house Licence. TaxWorkbooks grants you a perpetual, non-exclusive, non-transferable licence to use the Template to prepare working papers, returns and supporting schedules for your own entity and for entities in your corporate group. You may not use the Template to prepare working papers, returns or schedules for any third party in exchange for a fee or other consideration. Unlimited users, unlimited files, any location.
Practice Licence. TaxWorkbooks grants you a perpetual, non-exclusive, non-transferable licence to use the Template to prepare working papers, returns and supporting schedules for your clients, and for your own entity and for entities in your corporate group. Unlimited client files, unlimited users, any location. This licence covers one firm, as defined in Section 3.
Enterprise Licence. TaxWorkbooks grants you a perpetual, non-exclusive, non-transferable licence to use the Template to prepare working papers, returns and supporting schedules for the clients of each firm covered by your Enterprise Licence, and for those firms’ own entities and corporate groups. Unlimited client files, unlimited users, any location. This licence covers more than one firm, as defined in Section 3, and the firms it covers are identified in writing when you purchase it. Required where more than one firm needs access: related firms, separate brands, shared-service centres serving more than one firm, and networks or alliances. Contact us for pricing.
Each tier is perpetual: once you have bought a Template, your right to keep using that version of it does not expire, and we cannot revoke it except as Section 10 provides.
2. Ownership and Reserved Rights
The Template is licensed to you, not sold. TaxWorkbooks owns the Template and every part of it — its formulas, calculation logic, tab structure, column architecture, control checks, wording, layout and documentation — together with all copyright, trade-secret and other intellectual property rights in them. Section 8 describes the material in a Template that TaxWorkbooks does not own; this section does not apply to that material.
Section 1 grants you the rights it states and no others. All rights not expressly granted to you in writing are reserved to TaxWorkbooks. The fact that a particular use is not listed in Section 6 does not mean it is permitted.
Your work is yours. Nothing in this section gives TaxWorkbooks any right in the figures, client information, working papers or deliverables you enter into or produce with a Template. We do not receive them, and we do not want them.
3. Definitions
- Firm means a single legal entity — including a corporation or a partnership — or a single unincorporated sole proprietorship, carrying on business. A firm is not a brand, a network, or an alliance of otherwise-separate legal entities or sole proprietorships.
- Corporate group means you, your parent, your subsidiaries, and any other entities under common control with you.
- User means an individual employed or engaged by you, including remote and home-based workers, for as long as they are so employed or engaged.
- Contractor means an individual (for example, a self-employed worker) or a firm you engage to work on your files. A Contractor may use the Template while engaged on your files, and may not use the Template on any other engagement — including for their own clients or for any other firm. A Contractor must stop using the Template and delete their copies of it when your engagement of them ends.
- Affiliate means a separate legal entity, or a separate unincorporated sole proprietorship, related to you — for example, a related firm, a franchise location, or a separately incorporated branch office. An Affiliate is not covered by your licence; it requires its own licence, or your group must hold an Enterprise Licence.
- Shared-service centre means an entity that provides services, including tax preparation support, to more than one firm. A shared-service centre requires an Enterprise Licence.
- Merger or acquisition. If you are party to a merger or acquisition, this licence follows the surviving entity, for the scope originally licensed. If the surviving entity’s use of the Template exceeds that scope, an upgrade to the appropriate tier is required.
4. Which Licence Do I Need?
- You prepare returns only for your own firm and its group → In-house
- You prepare returns for clients, for a fee → Practice
- More than one firm needs access → Enterprise
5. Selecting and Changing Your Tier
You select your licence tier at checkout. Tier selection is self-declared: TaxWorkbooks does not, and cannot, verify how you use the Template after purchase. We rely on you to select the tier that matches your actual use in good faith, which is standard practice for this market.
If your scope of use changes after purchase — for example, an in-house team begins preparing returns for outside clients, or a firm on a Practice Licence adds a related firm that needs access — you must upgrade to the appropriate tier by paying the difference between what you originally paid and the price of the tier that now applies.
6. Prohibited Uses
You may not:
- redistribute, resell, sublicense, or share the Template outside your firm, including with other firms, contractors not engaged by your firm, or the public;
- post, upload, or otherwise make the Template (or any substantial part of it) available on any file-sharing service, marketplace, template site, or similar platform;
- incorporate the Template into, or offer it as part of, any product or service you sell or distribute to others, including a competing template, software product, or training package;
- create a derivative work from the Template, or reproduce, adapt or rebuild its formulas, calculation logic, tab spine or column architecture in another workbook, template or software product — whether or not you sell or distribute that work, and whether or not it carries TaxWorkbooks branding;
- reverse-engineer, decompile or disassemble any macro, add-in or compiled component of the Template, or otherwise attempt to derive its source, except to the extent applicable law does not permit this restriction;
- remove or circumvent any sheet, workbook or VBA-project protection, or any other technical measure in the Template that restricts access to how it is built, except to the extent applicable law does not permit this restriction;
- rent, lease, lend, or make the Template available on a timesharing, service bureau, hosting or outsourcing basis, or otherwise let any person outside your firm obtain the benefit of the Template’s functionality, except as your licence tier expressly allows; or
- remove, obscure, or alter TaxWorkbooks’s branding, attribution, or disclaimer content built into the Template.
Working in your own copy is not restricted. You may add tabs, rows, columns and formulas to your copy of a Template, adapt it to your firm’s file and review conventions, link it to your own schedules, and otherwise use it as a live working file. That is what it is for, and anything you add is yours. What the bullets above restrict is taking the Template’s design out of it: a workbook you have adapted is still a copy of the Template and remains subject to this licence.
Finished client deliverables are not restricted either. A completed return or working paper you deliver to your own client is your work product. This section restricts the Template itself, not what you produce with it.
7. Transfer and Assignment
Your licence is personal to you. You may not assign, transfer, sublicense or otherwise dispose of this licence or any right under it — whether by agreement, by operation of law, or as part of a sale of your practice — except as the Merger or acquisition definition in Section 3 provides. Any purported transfer outside that exception is void, and the intended transferee acquires no right in the Template.
TaxWorkbooks may assign. TaxWorkbooks may assign this licence, and its rights and obligations under it, to an affiliate, to a purchaser of all or substantially all of its business or assets, or to a successor by merger. Your licence and the tier you hold survive that assignment unchanged.
8. CRA, Revenu Québec and Third-Party Content
A Template reproduces or adapts material TaxWorkbooks does not own: form layouts, line and box numbers, schedule structures, GIFI codes, prescribed wording and legislative references published by the Canada Revenue Agency, Revenu Québec and other authorities. That material remains the property of its owner, is reproduced on the terms on which its owner permits reproduction, and TaxWorkbooks claims no ownership in it.
What TaxWorkbooks owns, and what Section 2 covers, is its own implementation — the formulas, calculation logic, tab spine, column architecture, control checks and documentation built around that material.
Nothing in this licence grants you any right in third-party or government material, and nothing in it restricts any right you already have to obtain and use that material from its own source. Where a Template or our website includes a third-party component supplied under its own licence terms, those terms govern that component; we identify any such component with the Template.
9. Updates
Your rights to free minor updates and the treatment of new tax-year versions are set out in Section 6 of our Terms of Use, which applies to this licence as if fully repeated here.
10. Termination
This licence ends automatically if you breach any part of it, including the prohibited uses in Section 6. On termination, you must stop using the Template and delete all copies of the Template file itself (this does not require deleting client deliverables you already produced with it). TaxWorkbooks may also refuse future sales to you following a breach.
Sections 2, 6, 7, 8 and 11 survive termination.
11. Language and Governing Version
This licence is 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 this licence.
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 — — is a working translation reviewed by TaxWorkbooks’s owner, a francophone Québec CPA. It is not a certified legal translation.
Contact: support@taxworkbooks.ca