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 4).
In-house Licence. TaxWorkbooks grants you a perpetual, non-exclusive 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 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 2.
Enterprise Licence. TaxWorkbooks grants you a perpetual, non-exclusive 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 2, 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.
2. 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.
- 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.
3. 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
4. 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.
5. 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; or
- remove, obscure, or alter TaxWorkbooks’s branding, attribution, or disclaimer content built into the Template.
Finished client deliverables you produce using the Template (e.g., a completed return or working paper you deliver to your own client) are not restricted by this section — this section restricts the Template itself, not your client work product.
6. 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.
7. Termination
This licence ends automatically if you breach any part of it, including the prohibited uses in Section 5. 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.
8. 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 — Licence — is a working translation reviewed by TaxWorkbooks’s owner, a francophone Québec CPA. It is not a certified legal translation.
Contact: support@taxworkbooks.ca