Subscription & Billing Terms and Conditions

1. Plans and inclusions

We offer subscription plans as described on our website and at checkout. Plan limits and inclusions may change with reasonable notice. If a change materially reduces the core functionality of your paid plan, we will give you notice and you may cancel before the change takes effect.

2. Billing cycle and due dates

Prices are excluding GST. GST will be added to invoices where applicable by law.

• Invoice date: We bill you on 1 July each year for the subscription period.
• Payment due: Payment is due by 1 October of that same year.
• Invoices and receipts will be sent to the email address on your account.

3. Suspension for non-payment

If payment is not received by the due date:

• Suspension date: Access to Invoicing, Payroll, and Lodging features will be suspended on 31 October.
• Other parts of the Service may remain available at our discretion until the account is resolved or terminated.
• Reactivation: Once the outstanding amount (and any applicable fees) is paid, we will reinstate access as soon as practicable.

4. Tax return lodging and payment

• Current year: We do not allow you to lodge a tax return for a given year until the subscription invoice for that year has been paid.
• Prior years: If you wish for us to lodge tax returns for prior years, payment of $500 (excluding GST) per tax return year is required for each such year before lodging.
• Lodging is subject to our Master Terms and to any separate tax agent engagement where applicable.

5. Free trial

We may offer a free trial. During a free trial:

• We do not lodge tax returns. Tax return lodging is only available once you are on a paid plan and the relevant subscription (and any prior-year fees) has been paid.
• At the end of the trial, your account will convert to a paid plan only if you have agreed and paid; otherwise access may be limited or ended as described in the trial offer.

6. Renewals and cancellation

• Subscriptions renew annually unless you cancel before the next invoice date.
• You may cancel at any time; cancellation will take effect at the end of the current billing period unless we agree otherwise. No refund is given for the unused part of a period already paid.
• We may change prices for future billing cycles. We will give you reasonable notice of any price increase; you may cancel before the new price applies if you do not accept the change.

7. Refunds

Our standard policy is that fees paid are non-refundable except where required by law. Nothing in this policy excludes your rights under the Australian Consumer Law (ACL). If you are a consumer, statutory guarantees and remedies cannot be excluded.

8. Support and service levels

We provide support on a best-efforts basis. We do not guarantee a particular response time or uptime unless we have agreed otherwise in writing (e.g. a separate service level agreement).

9. Data export on cancellation or termination

On cancellation or termination of your subscription, you may request an export of your data. We will provide data in a reasonable format and within a reasonable time, subject to our Privacy Policy and backup cycle. We do not retain production data indefinitely after account closure.

10. Liability

Nothing in these Subscription & Billing Terms excludes, restricts or modifies any right or remedy or any guarantee under the Australian Consumer Law that cannot be lawfully excluded. Subject to the ACL and to the maximum extent permitted by law, our liability in connection with billing, subscription or payment is limited as set out in the Master Terms (e.g. to resupply of services or cost of resupply).

11. Governing law

These terms are governed by the laws of New South Wales, Australia. The parties submit to the non-exclusive jurisdiction of its courts. Please contact us first to attempt good-faith resolution of any dispute.

12. Contact

Questions about subscription or billing: support@selfmanaged.com.