Neater

Monthly Payments
Initial Setup
NZ Companies Office registration, IRD number registration, begin basic cashflow systems
$50.00 NZD
Annual Plan
GST Returns, Income Tax Return, financial statement preparation, business advice and coaching
$200.00 NZD
Income Tax Return Only
Income Tax Return, business advice and coaching
$120.00 NZD
One Payment
Initial Setup
NZ Companies Office registration, IRD number registration, begin basic cashflow systems
$500.00 NZD
Annual Plan
GST Returns, Income Tax Return, financial statement preparation, business advice and coaching
$2,000.00 NZD
Income Tax Return Only
Income Tax Return, business advice and coaching
$1,300.00 NZD
All prices listed are GST Exclusive
* Other related services available at discretion
Full Name
First NameLast Name
Phone Number
e.g. 0211234-5678
E-mail
Entity Name
Please describe your business activity
Terms & Conditions
Terms and Conditions for Neater Limited Services&#13;&#10;&#13;&#10;These terms and conditions together with any Engagement Letter are the contract between You and Neater (“Us”, “We” and “Our”).&#13;&#10;&#13;&#10;Neater is a trade name of Neater Limited (9267746), a registered New Zealand company.&#13;&#10;&#13;&#10;1. Definitions&#13;&#10;In this contract, the following words shall have the following meanings, unless the context requires otherwise:&#13;&#10;“Additional Services” any services that may be requested by You and that We agree to provide to You.&#13;&#10;“Associate” means a subsidiary, holding company, associated company, related company or any director, officer, employee, agent, successor or assignee.&#13;&#10;"Break Fee" means the fee equivalent to the remaining unpaid portion of the annual service plan price, payable in the event of early termination by You.&#13;&#10;"Contract Term" means the initial term of this Agreement, which is twelve (12) months, commencing on the effective date.&#13;&#10;"Data" means any information or documentation provided by You to Us for the purpose of delivering the Services.&#13;&#10;“Engagement Letter” means any letter of engagement provided by Us to You relating to the provision of the Services setting out any additional terms and conditions or exclusions relating to the Services including, in the case of the Additional Services, any quote or estimate for the Price.&#13;&#10;“Intellectual Property” means any patents, registered designs, utility models, trade marks (including logos and trade dress), domain names, copyright, rights in computer software and databases, rights in inventions, goodwill, confidential information, know-how and trade secrets and all other intellectual property (including all things recording that intellectual property) in each case whether registered or unregistered (including applications for the grant of any of the foregoing) and all rights or forms of protection having equivalent or similar effect to any of the foregoing which may subsist anywhere in the world.&#13;&#10;“Losses” means losses, claims, liability, costs, damages, fines or expenses (including all legal costs).&#13;&#10;“Monthly Plan” means the supply of Services on the basis of a monthly subscription payment of the Price.&#13;&#10;“Price” means the price for the Services as set out or as otherwise provided in a quote or estimate to You.&#13;&#10;"Renewal Term" means any additional twelve (12) month period following the expiration of the Contract Term.&#13;&#10;“Services” means any or all of Services and the Additional Services.&#13;&#10;“Yearly Plan” means the supply of Services on the basis of a yearly subscription payment of the Price.&#13;&#10;"You" means the person who registers with Us to use the Services.&#13;&#10;"Your" has a corresponding meaning.&#13;&#10;&#13;&#10;2. Our contract&#13;&#10;2.1. By accepting the Services, You agree to be bound by these terms and conditions.&#13;&#10;2.2. We may change these terms and conditions or add new terms and conditions (including where this is required to reflect our arrangements with Our suppliers) in any way at any time, effective from the sharing of modified terms and conditions (“Changes”).&#13;&#10;2.3. We will make every effort to communicate the Changes to You by email. You should ensure that You have read and understood the most recent terms and conditions.&#13;&#10;&#13;&#10;3. Your account and personal information&#13;&#10;3.1. You warrant that You have provided accurate, up to date, and complete information about Yourself. We are not responsible for any error made as a result of such information being inaccurate.&#13;&#10;3.2. You agree to immediately notify us of any changes in Your information. If You do not do so, We may immediately terminate Your account by written notice to You.&#13;&#10;3.3. The privacy policy provided shall govern the use of Your personal information. You will be taken to have accepted that privacy policy by accepting these terms and conditions.&#13;&#10;&#13;&#10;4. The Services&#13;&#10;4.1. We agree to provide You the Services in return for payment of the Price.&#13;&#10;4.2. The term of this Agreement is twelve (12) months, commencing on the effective date ("Contract Term").&#13;&#10;4.3. Upon the expiration of the Contract Term, this Agreement shall automatically renew for an additional twelve (12) months ("Renewal Term"), unless either party provides written notice of non-renewal at least one (1) month prior to the end of the current term.&#13;&#10;4.4. If You provide notice of non-renewal, the Agreement will terminate at the end of the current Contract Term or Renewal Term without any further obligations, except for any outstanding payments due for services rendered up to the termination date.&#13;&#10;4.5. Any services requested by You or reasonably required as a result of Your actions or instructions that are not specified in the original scope of services will be considered "Additional Services”.&#13;&#10;4.6. You acknowledge that You understand exactly what is included in the Services and You are satisfied that the Services You intend to buy are suitable and satisfactory for Your requirements.&#13;&#10;4.7. You: &#13;&#10;(a) will provide Us with accurate and complete Data necessary to provide the Services, including for the relevant preparation and compilation of the financial statements and income tax returns; &#13;&#10;(b) accept responsibility for the accuracy and completeness of all Data and any failure to supply Us with relevant Data; &#13;&#10;(c) remain responsible for the reliability, accuracy and completeness of the Data compiled, including in income tax returns; &#13;&#10;(d) accept that each page of any financial statements prepared by Us must be read in conjunction with the notes to the financial statements and the accompanying statement of disclaimer; &#13;&#10;(e) acknowledge that the financial statements and income tax returns are compiled at Your request, for Your purposes only, and that We will not be liable for any losses, claims or demands by any third party; &#13;&#10;(f) authorise Us to communicate with and obtain any further information from the Inland Revenue Department (IRD), or any other third party necessary to provide the Services including completing the financial statements and tax returns for You and to place You on our agency listing with the IRD.&#13;&#10;&#13;&#10;5. Prices&#13;&#10;5.1. Payment for the Services will be as follows: &#13;&#10;(a) Payment for Services will be made in monthly installments over the agreed 12-month contract term, unless You choose to pay the full amount in a lump sum in advance of the provision of Services. &#13;&#10;(b) If You are on a Monthly Plan, the Price will be paid by You in advance of the commencement of each month by Automatic Payment. Invoices and statements are available upon request. &#13;&#10;(c) If You are on a Yearly Plan, the Price will be paid by You in advance of the commencement of each year and must be paid by You within 10 days of the invoice date.&#13;&#10;5.2. We will have no obligation to provide the Services until the Price is paid in accordance with clause 5.1.&#13;&#10;5.3. The Price for any Additional Services will be invoiced in advance of the provision of such services unless otherwise agreed. You may choose to pay the Price of any Additional Services either as a lump sum at an agreed price or have the Price split across the remaining months of your Agreed Term of 12 months.&#13;&#10;5.4. Unless otherwise stated in the Agreement, GST and other taxes and duties relating to the supply of Services to You are not included in the Price and shall be payable by You in addition to the Price.&#13;&#10;5.5 We reserve the right to charge for Additional Services at Our standard hourly rate,  or as otherwise agreed between the parties. We will inform You of the estimated cost of Additional Services before commencing work, where practicable.&#13;&#10;5.6. We reserve the right to adjust the service plan prices for any Renewal Term. We will notify You of any price adjustments at least one month before the start of the Renewal Term. You may accept the new pricing by allowing the Agreement to renew. If You do not accept the price adjustment, You may terminate the Agreement by providing written notice of non-renewal as specified above.&#13;&#10;&#13;&#10;6. Payment Conditions&#13;&#10;6.1. If payment is not received on the due date, interest may be charged at the rate of 10% pa, such interest to be calculated on a daily basis from the date payment was due until the date on which payment of the overdue amount (including interest) is made in full.&#13;&#10;6.2. We reserve the right to require a deposit to be paid as part of any Additional Services or to require payment of the Price in full prior to supply of the Additional Services or during the course of supplying such Additional Services (as a condition of the ongoing supply of such Services).&#13;&#10;6.3. We reserve the right to suspend delivery of any Services or to cancel the contract if the Price has not been paid by You in accordance with this contract.&#13;&#10;6.4. You must pay all sums due to Us without any set-off, deduction or counterclaim.&#13;&#10;6.5. All monies paid by You to Us are non-refundable and cancellation and/or termination of this contract at any time and for any reason will not entitle You to a refund of monies paid.&#13;&#10;6.6. If, by mistake, We have under-priced a Service or incorrectly stated a Price, We will not be liable to supply that Service to You at the stated price, provided that We notify You of the correct Price before We provide the Services to You and You accept the correct Price.&#13;&#10;&#13;&#10;7. Data Collection and Use &#13;&#10;7.1. We collect, store, and use personal and financial data necessary for the provision of accounting services. This data includes, but is not limited to, client financial records, tax information, and other relevant documents ("Client Data"). &#13;&#10;7.2. We will use Your Data solely for the purposes of providing accounting services, fulfilling contractual obligations, and complying with legal and regulatory requirements.&#13;&#10;7.3. We will store Your Data in secure systems designed to protect against unauthorized access, loss, or destruction. Such security measures include, but are not limited to, physical safeguards, encryption, and restricted access controls. &#13;&#10;7.4. Your Data will be stored for as long as necessary to fulfill the purposes for which it was collected.&#13;&#10;7.5. In the event of a data breach affecting Your Data, We will promptly notify You and take all reasonable steps to address and mitigate the impact of the breach.&#13;&#10;7.6. We will comply with all applicable New Zealand privacy and data protection laws, including the Privacy Act 2020, in the handling and storage of Your Data.&#13;&#10;7.7. This data storage policy may be updated from time to time to reflect changes in legal requirements or Company practices. You will be notified of any significant changes to the policy.&#13;&#10;&#13;&#10;8. Resolution of Disputes&#13;&#10;8.1. Any disputes arising from or relating to subscription payments or non-payment shall be resolved in accordance with the dispute resolution process outlined in this clause. &#13;&#10;(a) Negotiation: The parties agree to first attempt to resolve any dispute through informal negotiation. The party raising the dispute must notify the other party in writing, specifying the nature of the dispute and any relevant details. The parties shall then have 14 days from the date of such notice to resolve the dispute through direct negotiation. &#13;&#10;(b) Mediation: If the dispute is not resolved through negotiation within 14 days, either party may refer the dispute to mediation. The mediation shall be conducted in accordance with the rules of the Arbitrators’ and Mediators’ Institute of New Zealand (AMINZ) or any other mutually agreed-upon mediator. The parties shall share the costs of mediation equally. &#13;&#10;(c) Arbitration: If mediation fails to resolve the dispute, the parties agree to submit the dispute to arbitration. The arbitration shall be conducted in accordance with the Arbitration Act 1996 (NZ) and the rules of AMINZ or any other mutually agreed-upon arbitrator. The arbitrator’s decision shall be final and binding on both parties.&#13;&#10;8.2. Each party shall bear its own costs incurred in relation to the dispute resolution process, except as otherwise provided in this clause or as determined by the arbitrator.&#13;&#10;8.3. This dispute resolution process shall be governed by and construed in accordance with the laws of New Zealand. The parties agree to submit to the exclusive jurisdiction of the courts of New Zealand for any matters arising out of or relating to the arbitration.&#13;&#10;&#13;&#10;9. Early Termination and Break Fees&#13;&#10;9.1. You may terminate this Agreement before the expiration of the Contract Term by providing 1-month written notice.&#13;&#10;9.2. In the event of early termination by You, You agree to pay a contract break fee equivalent to the remaining unpaid portion of the annual service plan price ("Break Fee"). This Break Fee shall be calculated as follows:&#13;&#10; Break Fee = Monthly Service Plan Price x Number of Months Remaining in the Contract Term.&#13;&#10;9.3. You agree to pay the Break Fee within 10 days of the effective date of termination. Termination is only considered effective once You have made the Payment required per 7.2.&#13;&#10;&#13;&#10;&#13;&#10;10. Indemnity&#13;&#10;10.1. You agree to indemnify and hold harmless Neater Limited from and against any and all claims, damages, liabilities, losses, costs, and expenses (including reasonable legal fees and expenses) arising out of or in connection with: &#13;&#10;(i) Any breach of these terms and conditions by You;&#13;&#10;(ii) Any incorrect or incomplete information provided by You; &#13;&#10;(iii) Any third-party claims related to the services provided under this Agreement, except to the extent that such claims, damages, liabilities, losses, costs, and expenses result from the negligence or willful misconduct of Neater Limited.&#13;&#10;10.2. You agree that all Services are limited primarily to the collection, classification and summarisation of financial information supplied by the client. The Agreed Services do not involve the verification of that information. We have not performed an audit or review engagement on any information provided. &#13;&#10;10.3. You agree that all Services are prepared at the request of, and for the purposes of, You and You alone, and We do not accept any responsibility or liability, including liability in negligence, to any other person.&#13;&#10;&#13;&#10;11. Anti-Money Laundering (AML) Compliance&#13;&#10;11.1. As a provider of accounting services in New Zealand, We are committed to complying with the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Act) and all related regulations.&#13;&#10;11.2. By accepting these Terms and Conditions You acknowledge that under the AML/CFT Act, We are required to undertake customer due diligence (CDD), including identity verification, source of funds or wealth inquiries, and ongoing monitoring of the business relationship. You  agree to provide all necessary information and documentation requested by Us to meet these obligations.&#13;&#10;11.3. We may be required to report certain transactions and activities to the relevant authorities, including the Financial Intelligence Unit (FIU) of the New Zealand Police. You acknowledge and agree that Wer may take such actions without prior notice to You if required by law.&#13;&#10;11.4. Failure to provide the necessary information or documentation, or if the information provided is unsatisfactory, may result in the suspension or termination of services, at Our sole discretion.&#13;&#10;11.5.We shall not be liable for any loss, damage, or delay arising from compliance with AML/CFT obligations, including any actions taken to meet legal requirements&#13;&#10;
Signature
Heading
