Tax advisory engagement terms outline client responsibilities, document confidentiality, advisor scope, fee schedules, and statutory compliance duties for individual and corporate tax filings in India. Clear service agreements protect taxpayers while establishing realistic timelines for tax return preparation, notice responses, and representation before tax authorities.
Scope of Tax Advisory and Consultation Services
Our professional services cover income tax return filing, GST registration, tax planning, accounting, and corporate compliance support under applicable Indian laws. Clients must supply complete, accurate financial documentation including Form 26AS, bank statements, ledger entries, and invoice summaries prior to return generation. Advisory opinions reflect current statutory provisions administered by the Income Tax Department of India and associated regulatory notifications.
Engagements do not automatically include audit representation, appellate litigation, or response to penalty notices unless explicitly incorporated in a separate written statement of work. Clients remain solely responsible for the authenticity of financial records provided to our advisory team.
Client Responsibilities and Document Confidentiality
Timely completion of tax returns depends upon prompt document delivery. Clients agree to review all prepared forms, tax computation sheets, and deduction claims before authorising electronic submission to official tax portals. Confidential financial data shared through digital channels is handled with strict administrative security controls and used exclusively for authorised compliance purposes.
Users accessing online portals should review our standard website terms alongside specific service contracts to understand digital interaction rules. Clients must notify us immediately of any statutory notice, portal communication, or revised financial record that affects pending tax filings.
Fee Structure, Payment Terms, and Limitation of Liability
Service fees are billed according to published rate schedules or project quotes agreed prior to commencement of work. Filing fees, government portal charges, and statutory payments are payable directly by the client or reimbursed prior to final return submission. Professional fees remain non-refundable once document verification or computation work has commenced.
While our advisors exercise professional due diligence to ensure compliance with the statutory framework under About GST Law and Income Tax provisions, final liability for tax payments, interest, or statutory penalties rests with the taxpayer under Indian tax legislation. Our cumulative liability for any service deficiency is strictly capped at the professional fee received for that specific assignment.
Termination of Service and Dispute Resolution
Either party may terminate an advisory engagement by providing written notice when obligations remain unfulfilled. Upon termination, clients receive copies of completed filings upon payment of outstanding professional fees. Disputes arising from tax advisory contracts are subject to negotiation in good faith before seeking formal legal remedies under the jurisdiction of competent courts in India.