Cancel an organisation subscription

Overview

If you are considering cancelling an organisation subscription, this guide outlines the steps, while ensuring all tax obligations continue to be met.

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

To cancel a subscription, contact TaxLab Support, specifying the organisation to be cancelled. After providing notice, ensure copies all returns and workpapers are saved 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 to download data to Excel.

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 be invoiced as per normal until the end of your notice period. For a typical cancellation on 30 days notice, you will be invoiced for the month you provide written notice in, which will be your final invoice.