Cancel an organisation's subscription

Overview

This article explains how to cancel an organisation’s subscription in TaxLab. It outlines the required notice period, how to retain records, and what happens after cancellation.

Notice period

Cancellation, as outlined in clause 11 of our Terms of use, requires a minimum of 30 days' notice. 

How to cancel a subscription

1. Contact TaxLab Support, specifying the organisation to be cancelled. 
2. Save copies all returns and workpapers locally for your records. 

What happens when you cancel

Access to entities will be restricted at the end of your notice period. You will no longer be able to log into the software.

Record retention under the Tax Administration Act 1994

To retain records after cancellation, save all tax returns and workpapers locally before the end of your notice period. Data can be downloaded in PDF or Excel format as follows:

• PDF format: Download PDF reports for each entity and tax period, by selecting the print icon in each module used.

• Excel export: Save data in spreadsheet format by selecting the Export button on relevant screens.

TaxLab retains your data in accordance with its obligations to Inland Revenue, as outlined in our Terms of Use and Tax Office Conditions Schedule, accessible from our Legal Centre. You can request to restore your subscriptions during this retention period by contacting TaxLab Support.

Final invoicing

You will continue to be invoiced until the end of your notice period. For example, if you provide written notice on 1 July, you will be invoiced for July. This will be your final invoice.