Terms of Use

Terms and Conditions of Sale

Products and Services

The products and services of Wolters Kluwer Limited are designed to provide current, authoritative information. The company is not, however, engaged in rendering any form of professional advice, which should be sought from a competent professional in the relevant field.

Electronic Products

The use of any Wolters Kluwer Limited electronic product is subject to the terms of the license agreement applicable to that product.

The use of any Wolters Kluwer Limited electronic product is subject to the terms of the license agreement applicable to that product. Click here to access End User License Agreements for review.

Prices

Wolters Kluwer Limited reserves the right to change advertised prices and any associated charges without advance notice. Prices are net of any applicable federal and/or provincial taxes unless specifically quoted or otherwise referenced in writing. While Wolters Kluwer Limited makes every effort to ensure the accuracy of its invoicing, it is understood that the failure to invoice a relevant tax does not remove the purchaser’s liability for same.
All prices are quoted in Canadian dollars (CAD) .

Shipping and Handling

All products and services are subject to shipping and handling charges. Please check, at the time of ordering, to determine if any such charges apply to the product or service you are ordering.

Payment Terms

Invoices for loose-leaf and electronic subscription products are rendered on an annual basis with a payment-due date corresponding to the first day of the subscription period. Invoices for all other products are payable upon receipt.

A non-refundable 20% installment deposit is applicable to advance sales of specific Tax Compliance Software as indicated on the order form. The remaining 80% installment payment is due on 1 December at the start of the tax season.

Subscription Period

Taxprep and Cantax products are sold on a subscription basis. Our software products have a 12-month subscription period, after which time you will receive an automatic renewal invoice. Your invoice will be sent to you six weeks prior to the renewal date. If you do not wish to renew at that time, you must return the invoice by fax or mail requesting a cancellation. Please note that the TaxPrep T2 Lite subscription begins in June of each year.

Cancellations and Returns

Any product may be returned (prepaid and accompanied by the original invoice) within 30 days of receipt for full credit. After 30 days, specific policies apply, based on product type.

Overdue Accounts

Wolters Kluwer Limited reserves and, where deemed necessary will exercise, the right to subject overdue accounts to a 1.5% interest charge per month (18% per annum).

New Accounts

New accounts are subject to prior credit approval unless orders are placed on a prepaid basis.

International Products

Products of any Wolters Kluwer Limited affiliated company may be ordered directly from Wolters Kluwer Limited and will be subject to the same terms and conditions of sale.

Payment for Online Orders

Wolters Kluwer Limited web sites use Secure Socket Layer security for all online transactions. An order confirmation will be sent to the e-mail address provided by the customer.
CCH accepts American Express, MasterCard and Visa.

Special Offers

Limited time and special offers, promotions and discounts are subject to change without notice. Only one special offer is applicable per order and may not be combined with any others.

Please note that Wolters Kluwer Limited will debit all credit card purchases on the date of processing the order, with the exception of orders for books not yet available, in which case, credit card payment will be taken at time of shipment. To confirm availability of products, call Wolters Kluwer Limited Customer Service at 1-800-268-4522 or 416-224-2248 prior to placing your order online.

For Product inquiries or Customer Service, email us at cservice@wolterskluwer.com or call 1.800.268.4522.

Notice of Trademarks

“CCH” is a registered trademark of CCH INCORPORATED. All other brand, product or company names are trademarks or registered trademarks of their respective owners.

Payment Options

At the Bank

Wolters Kluwer Canada Limited and Wolters Kluwer Canada Limitée customers have the option of paying their CCH invoices at major financial institutions in Canada either in person at the bank, through telephone or web banking or at the automated bank machine (ABM).

Online or by Mail

Wolters Kluwer Canada Limited and Wolters Kluwer Canada Limitée customers also have the option of paying their invoices with a credit card either directly on the CCH website or by mailing in the invoice remittance stub with the credit card information completed. If paying by cheque, please write your account number on the cheque and return it with the invoice remittance stub.

Quantity Pricing Schedule

The beauty of books is that they’re portable sources of ready information. Annual editions keep you in the know. Topical Indexes take you to the exact information you want.
Because our areas of expertise are complex, we take extra care to ensure our books are written in straightforward language. In addition to our books being reasonably priced, all Canadian titles are eligible for quantity discounts.

Number of copies Discount
1 to 9 copies 0%
10 to 49 copies 10%
50 to 99 copies 15%
100 to 499 copies 20%
500 to 999 copies 25%
1000 to 4999 copies 35%
Greater than 5000 copies 40%

Should you require additional information regarding prices, applicability of taxes or other information please contact our Customer Satisfaction Department at 1-800-268-4522 (Canada and U.S. only) or 416-224-2248 or send us an e-mail at cservice@wolterskluwer.com

Standing Orders and Renewals

Standing Orders

Recurring editions of books and electronic books can be placed on standing order so that each new edition is invoiced and shipped upon publication. Please contact our customer service department to place a standing order.

Renewals

Loose-leaf, CD, and Internet subscription products are automatically renewed by Wolters Kluwer Canadian Limited 6 weeks before their expiry, i.e., 6 weeks before the onset of the new subscription term.

Returns and Cancellations

EXTERNAL POLICY

Effective for purchases made after January 1, 2019

Business Rules

Except as otherwise stated herein, in an order form or in a signed agreement, cancellation requests for Wolters Kluwer Canada Limited on research and software products purchased after January 1, 2019, shall be governed by the guidelines outlined below. In the event there is a conflict or inconsistency between this Cancellations and Returns Policy and the order form or signed agreement accompanying a purchase, the terms/language of the order form or signed agreement shall control.

 

(1) Research Products

General Refund and Cancellation Policy

Books– Books, in their original condition and subject to the terms and conditions set forth herein, may be returned within 30 days of the date of invoice for a full refund. For orders of more than 10 books, up to 20% of the units ordered are allowed to be returned within 30 days from the date of invoice. A credit note will be issued within 14 days of receipt of the return. These products are not returnable after 30 days.

Returns must be sent (accompanied by the original invoice or packing slip) to:

Georgetown Terminal Warehouses
c/o Wolters Kluwer Canada
34 Armstrong Ave
Georgetown, ON L7G 4R9

Bookstores – Book inventory and student editions of loose leaf products may be returned for full credit within 365 days of the invoice date. The inventory must be in original condition and the Bookstore account will be credited after receipt of the return.

Research Subscriptions

Research subscription orders (new or renewal) are non-refundable and cancellation is not allowed. No credit or refund will be issued and the subscription service will continue until the expiry date. Cancellation requests received by Customer Service, within the prescribed time period noted below, will be flagged not to auto-renew.

For auto-renewals, renewal invoices will be issued 60 days in advance of the start date of the next subscription period (renewal date), and cancellation requests must be received 30 days prior to the renewal date. Otherwise payment is due on the renewal date.

If payment has not been made the customer’s account will be placed on suspend at 60 days from the renewal date and the customer will receive no further updates or access to the product at such time. The amounts will be pursued by our collections department and/or assigned to our debt collection agency.

Shipping & Handling/Processing Fees

Shipping and handling/processing fees are non-refundable.

Exceptions

Signed Agreements/Multi-Year Research Agreements

The general refund and cancellation policy outlined above shall not apply to research products accompanied by a signed contract. Multi-year research agreements cannot be cancelled during the agreed contract period.

 

(2) Software Products

General Refund and Cancellation Policy

Tax Compliance Software (Taxprep, Cantax and Prosystem)

Orders of tax compliance software (new or renewal) are non-refundable and cancellation is not allowed. No credit or refund will be issued and the subscription service will continue until the expiry date. Cancellation requests received by Customer Service, within the prescribed time period noted below, will be flagged not to auto-renew.

For auto-renewals, invoices are sent 60 days in advance of the next subscription period (renewal date) and cancellation requests must be received by the earlier of 30 days prior to the renewal date, and/or before the first version is shipped/downloaded and registered. Otherwise payment is due on the renewal date.

iFirm Tax

Orders of iFirm Tax (new or renewal) are non-refundable and cancellation is not allowed. No credit or refund will be issued and the subscription service will continue until the expiry date (usually 1 year or 3 years as set forth on the Order Form, signed agreement or license agreement accompanying the customer’s purchase/order). Cancellation requests received by Customer Service, within the prescribed time period noted below, will be flagged not to auto-renew.

If iFirm Tax subscription fees are charged on a month-by-month basis, then no refunds will be provided for the monthly subscription fee. Month-to-month renewal cancellations of iFirm Tax subscriptions are only allowed 30 days before the start date of the next subscription period (renewal date) in line with the iFirm Tax EULA and the agreed contract period.

If iFirm Tax subscription fees are charged on an annual basis, then renewal cancellations of iFirm Tax subscriptions are only allowed 30 days before contract renewal date in line with the iFirm Tax Subscription Agreement (Terms of Use) and the agreed contract period (usually 3 years for an acquisition offer in line with our “Three Year Subscription Agreement”). Cancellation requests received within the prescribed time period will be flagged not to auto-renew and the client will cancelled in the system.

iFirm Firm Management

If iFirm Firm Management subscription fees are charged on a month-by-month basis, then no refunds will be provided for the current monthly subscription fee. Month-to-month renewal cancellations of iFirm Firm Management subscriptions are only allowed 30 days before the start date of the next subscription period (renewal date). Cancellation requests for new iFirm Firm Management orders must be sent as a case in SFDC to the relevant Sales Consultant and will be processed by Customer Service within 10 days of request from the customer.

The subscription will usually continue the month following notice from the customer, and then cancel/expire in the subsequent month. For example, if a cancellation request is received from the customer of January 5th, the customer will still be invoiced on February 1st and the cancellation is effective from March 1st.

Annual subscriptions of iFirm Firm Management can be cancelled by providing notice 60 days before the subscription renewal date.

Ancillary Software (Scan, Document, Practice Management, SiteBuilder, FP Solutions, Aliform)

Orders of ancillary software (new or renewal) are non-refundable and cancellation is not allowed. No credit or refund will be issued and the subscription service will continue until the expiry date. Cancellation requests received by Customer Service, within the prescribed time period noted below, will be flagged not to auto-renew.

For renewals, all invoices are sent 60 days in advance of the subscription start date (renewal date) and cancellation requests must be received 30 days prior to the renewal date. Paid renewal orders will not be refunded.

For more information please refer to the relevant product EULA at:
https://wolterskluwer.ca/terms-of-use/eula/

Shipping & Handling/Processing Fees

Shipping and handling/processing fees are non-refundable.

Training & Implementation Services

Training and software implementation services can be cancelled or rescheduled if the cancellation request is received in writing 5 days prior to learning event start date. If a client is unable to attend the live learning event a recording of the session is offered as an alternative.

Professional Services amounts paid shall be deemed forfeited if the client is unable or chooses not to receive those services within 6 months of order submission. There are no refunds on services performed to date or services not consumed within 6 months of order date.

Exceptions

Signed Agreements/Multi-Year Software Agreements

The general refund and cancellation policy outlined above shall not apply to software products/solutions accompanied by a signed contract.

Multi-year software agreements (tax compliance software, iFirm and ancillary software) cannot be cancelled during the agreed contract period and cancellation requests must also be received 30 days prior to the renewal date and/or before the first version is shipped/downloaded and registered.

Shipping and Handling

EFFECTIVE DATE: February 10th, 2018

Guidelines

All Wolters Kluwer products and services are subject to shipping and handling charges according to the rules and tables outlined below.

Shipping and Handling

For the purpose of calculating shipping, the CD-ROM-s Preparing Your Income Tax ReturnsPreparing Your Corporate Tax Returns and Canadian Master Tax Guide are treated as books and the charges are based on the table.

Books

Shipping and handling charges for Canadian and international books, including annual bound volumes and electronic books, are based on the following table. The charge is based on the quantity shipped on a “per invoice” basis. Titles on backorder are invoiced separately with the associated shipping charge, as the books become available.

Books Shipping Charges
1 copy $22.00
2 copies $26.00
3 copies $35.00
4 copies $43.00
5 copies $48.00
6 to 10 copies $61.00
11 to 15 copies $69.00
16 to 20 copies $79.00
21 to 30 copies $100.00
31 to 40 copies $122.00
41 to 50 copies $142.00
51 to 60 copies $166.00
61 to 70 copies $186.00
71 to 80 copies $210.00
81 to 90 copies $232.00
91 to 100 copies $254.00
Greater than 100 copies $279.00*

*For bulk shipments, actual shipping charges apply, if greater than $279.00.
The above charge is based on “per invoice” quantity shipped.
Separate charges per above table are applicable to titles on “back-order”.
Separate invoices will be issued for titles on back-order.

Booklets

For smaller book type products, such as booklets, leaflets, and books on CD, the shipping scheme below applies:

Booklets Shipping Charges
1 to 5 copies $11.00
6 to 25 copies $19.00
26 to 50 copies $21.00
51 to 100 copies $26.00
101 to 200 copies $34.00
201 to 300 copies $47.00
301 to 400 copies $63.00
401 to 500 copies $79.00
501 to 600 copies $94.00
601 to 700 copies $109.00
701 to 800 copies $124.00
801 to 900 copies $140.00
Greater than 900 copies $149.00*

*For bulk shipments, actual shipping charges apply, if greater than $149.00.

Loose-Leaf Subscription Products

Shipping and handling for both Canadian and international loose-leaf services are shown in the following table. There is no additional charge for delivery of binders and contents for new orders.

Loose-Leaf Subscriptions Mailing Charges
Weekly $545.00
Bi-Weekly $303.00
Monthly $145.00
Bi-Monthly $73.00
Quarterly $62.00
Ad-Hoc $22.00
Semi-Annually $31.00
Annually $22.00
Newsletters

For newsletters that are not included as part of another subscription, the shipping and handling charge is $60.00 per newsletter.

Subscription CD-ROM Products

Shipping and handling charges for both Canadian and international DVD’s are shown in the following table. There is no additional charge for new orders. All Canadian orders will be shipped within 48 business day hours. The following charges apply to both Canadian and International orders.

Updates Mailing Charges
Monthly $145.00
Quarterly $48.00
Ad Hoc $31.00
Tax Compliance Products (Cantax and Taxprep)

Shipping and handling charges for Tax compliance Products (Cantax and Taxprep) are shown in the following table. All Canadian orders will be shipped within 48 business day hours. The following charges apply to both Canadian and International orders.

Tax Compliance Mailing Charges
Internet Only $0.00
CD & Internet $50.00
Cantax TaxSuite $60.00
Taxprep TaxOffice $99.00

Trials and Demo

Research subscription products on CD-ROM and Internet are available for a review on a 30-day trial period. Books and Loose-leaf products are not available on a trial basis; however they can be ordered, reviewed, and returned within 30 days of purchase for a full credit if desired.

Training and Conference Policy

General Policy

As we build our training options at Wolters Kluwer, our goal is to ensure we meet the needs of our client base while providing them with the best possible options for professional development and for learning to use our products and software to their fullest potential.

As part of this goal, Wolters Kluwer has defined the various training types used at Wolters Kluwer and created business rules for our billable training sessions.

Definitions

Webinars – web-based seminars that are held virtually, under the guidance of Wolters Kluwer’s trainers and/or authorized consultants.
Note: It does not matter that the webinar is a demo for sales purposes done by a product specialist or an instructor-led training session – the web is the medium. They can be billable or non-billable.

Seminars – seminars that are conducted in-person, by training specialists on industry or product-related topics.
Note: Seminars are defined as one-speaker; one topic.

Conferences – A series of topical seminars geared towards broadening subject knowledge for the professional.
Note: Conferences are defined as multi-speakers; multi-topics.

Self-Study Education – Independent learning modules designed to allow users to complete certifications.
Note: Training programs where another organization does the registration may follow different business rules than those listed below.

Product Tours – Independent web-based learning modules designed to provide Wolters Kluwer product knowledge.

Business Rules – Payment, Cancellation and Refund

The following business rules will apply for all Wolters Kluwer sponsored billable webinars, seminars and conferences:

  • Online registrations must be accompanied with a credit card payment and the credit card will be charged at time of registration. For French seminars, customer has the option to charge their account if not purchased online.
  • For cancellations received in writing by email, phone or fax at any time prior to the start date of the session, we will recommend/ask if customer would like to purchase the video of the seminar. If the customer states that they do not want to purchase the video, the full amount of value of the seminar will be credited to customer’s account.
  • Taxprep and Cantax Seminars will be subject to a two (2) business day cancellation deadline and no 25% holdback.
  • If an attendee cannot attend, substitution of participants is welcome up to the session date without prior notification.
  • Wolters Kluwer Limited reserves the right to cancel an event if necessary, and in this case, will provide a full refund of registration fees.
  • If there is a change in the program date, Wolters Kluwer will offer the new date to the customer, another seminar or webinar. If customer does not accept, Wolters Kluwer will provide a full refund of registration fees.
  • No liability will be assumed by Wolters Kluwer for changes in contents, speaker or venue.