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;
- exercising your own independent professional judgment on every file;
- deciding whether a Template is suitable for your engagement before you rely on it, and running it in a supported version of Excel on a system you control;
- storing, backing up and protecting your copy of a Template and every file you create with it; and
- the security and confidentiality of the client information you enter into a Template, and your own compliance with the privacy legislation and professional obligations that apply to it.
A Template is a working aid. It does not replace your professional review.
A Template is a file on your own systems. We do not host it, we do not receive what you put into it, and we cannot recover a workbook you lose, overwrite, or corrupt. Keep your own backups.
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. Limited Accuracy Warranty, and Limitation of Liability
What we warrant. We warrant that, as at its stated version date, a Template’s formulas compute what the legislation, regulations and prescribed forms cited on its product page require. If a formula does not, tell us: we will correct the Template, record the correction in that Template’s changelog, and provide the corrected version free of charge to everyone who bought that tax-year version (Section 6). If you would rather not continue with the corrected Template, we will refund what you paid for it.
This warranty does not make us responsible for your file. It is a promise to fix our formula. It is not a transfer of your professional responsibility under Section 3, and it does not reduce it. The accuracy of what you file is yours to establish. Our Templates are tested, but a formula error remains possible, and tax law can change after a version is built. A Template is a working aid and is not a substitute for your own verification and judgment on every file.
What this warranty does not cover:
- a difference arising from what you entered, omitted, or classified;
- your failure to install a minor update we released for your tax-year version;
- your failure to apply a correction or workaround we published in the Template’s changelog or told you about by email;
- a legislative, regulatory or administrative change taking effect after the Template’s stated version date — Section 4 governs currency, and this warranty does not extend past that date;
- a matter of judgment, estimate, allocation convention or filing position, rather than a computation determined by the authority the Template cites — including anything the Template itself identifies as an assumption, an election, or an input for you to determine; and
- a Template you have modified, to the extent the difference arises from your modification.
How to claim. Email support@taxworkbooks.ca identifying the Template and its version, the cell, line or schedule concerned, and what you say the cited authority requires instead. Do not send us client data. We do not need your workbook or your client’s figures to determine whether a formula is right, and we ask you not to send them — see Section 2 of our Licence and our Privacy Policy.
Your remedies. Correction of the Template, and a refund of what you paid for it, are your only remedies under this warranty.
No other warranty. Except for the warranty stated above, 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.
Corrections are published, not quietly shipped. Every Template has a changelog. Each correction we make to a shipped Template is recorded there with the date, the version it lands in, and what changed — including which cell, line or schedule was affected. The changelog is published on the Template’s product page and ships with the Template, so you can tell at any time whether the copy you are using is current, and what has changed since you bought it. Corrections for the tax year you purchased are free (above), and we tell you by email when one affects a Template you hold.
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, with a 90-day outer limit. If a workbook cannot be made to operate as documented after a reasonable support attempt, the purchase is refunded. The 14 days runs to your first support request; the guarantee itself ends 90 days after your purchase. See our Refund Policy for how the two periods work, 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. Indemnity
You will indemnify and hold harmless TaxWorkbooks, and its owner, employees and contractors, against any claim, demand or proceeding brought by a third party — including your client, a tax authority, or a professional body — and against the resulting loss, liability, damage, cost and expense (including reasonable legal fees), where the claim arises out of or relates to:
- your use of a Template, including any return, election, schedule, working paper or advice you produce with it;
- your breach of these Terms or of the Licence; or
- your negligence or wilful misconduct.
We will tell you promptly about any claim for which we seek indemnity. You may not settle such a claim in a way that imposes an obligation, payment or admission on TaxWorkbooks without our written consent. TaxWorkbooks may take over the conduct of the defence at its own cost, and you will cooperate reasonably with it.
This section does not apply to a claim that a Template, as supplied by us and used as documented, infringes a third party’s intellectual property rights, or to a claim arising from our own negligence or wilful misconduct.
11. Feedback
If you send us feedback — a suggestion, a correction, a request for a feature, a comment on how a calculation is built — we may use it in any way, including in future versions of a Template and in other products, without any obligation to you and without attribution. You grant TaxWorkbooks a perpetual, worldwide, irrevocable, royalty-free, transferable licence to do so.
This applies to feedback about our Templates. It does not apply to client information or other confidential material, which we ask you not to send us — see our Support Policy and our Privacy Policy.
12. Changes to These Terms
We may change these Terms, the Licence, and our Support, Refund and Privacy policies. When we do, we change the “Last updated” date and publish the new version at taxworkbooks.ca.
A change does not apply retroactively to a Template you have already bought. The version of these Terms and of the Licence in force on the date of your purchase governs that purchase and your perpetual licence to that Template, for as long as you hold it. A changed version applies to purchases made after it is published — including your purchase of a new tax-year version of a Template you already hold.
Two exceptions apply from the date they are published: a change we make to comply with a legal or regulatory requirement, and a change that is wholly in your favour.
Because your licence is perpetual, we keep every published version. Write to support@taxworkbooks.ca and we will send you the version in force on the date of your purchase.
13. General
Entire agreement. These Terms, together with the Licence, the Support Policy, the Refund Policy and the Privacy Policy, are the entire agreement between you and TaxWorkbooks about your purchase and use of a Template. They replace every earlier or contemporaneous proposal, statement, communication and understanding on that subject.
No collateral warranty. Product pages, feature lists, screenshots, sample files, articles, emails and other descriptive or marketing material help you decide what to buy. They are not warranties, they do not form part of these Terms, and nothing in them adds to or varies Section 5. If a particular capability matters to your decision, ask us before you buy and we will answer in writing.
Severability. If a court of competent jurisdiction holds any provision of these Terms or of the Licence to be invalid or unenforceable, that provision is severed or read down to the minimum extent necessary, and the rest remains in force.
No waiver. If we do not enforce a provision on one occasion, that is not a waiver of that provision or any other, and it does not prevent us from enforcing it later.
Assignment. You may not assign these Terms. TaxWorkbooks may assign them as provided in Section 7 of the Licence.
Headings. Headings are for reading convenience and do not affect interpretation.
Nothing in this section limits a right or recourse that applicable law does not permit to be limited or excluded.
14. 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 — — is a working translation reviewed by TaxWorkbooks’s owner, a francophone Québec CPA. It is not a certified legal translation.
Contact: support@taxworkbooks.ca