MYOB Professional Partner Public Accountant

Transcription

1 MYOB Professional Partner Public Accountant Partner Benefits FACTSHEET As an accountant in public practice, you know how important it is for your practice to keep pace with the ever-changing technology being used by your clients. With more than 350,000 Australian businesses using MYOB business management software, becoming an MYOB Professional Partner Public Accountant is a must for any accountant in public practice. Essential tools and resources that help you work more effectively with your clients Becoming an MYOB Professional Partner Public Accountant offers you many benefits including: > MYOB reference software worth over $9,000 > Priority technical support geared to your specific needs > Complete software maintenance > Exclusive training and seminars > Regular communications > The ability to purchase MYOB products for your clients at wholesale prices And much more! Essential tools and resources that help you work more effectively with your clients Look inside to discover the many other benefits of this valuable program, and then complete and return the application form with the necessary documents. To find out more visit myob.com.au/partners/ or call the MYOB Professional Partner team on We look forward to partnering with you in the very near future! Give yourself, and your practice, access to these year-round benefits Here are some of the tools and resources your membership provides that make it easier for your practice to work more effectively with your MYOB software-enabled clients. Priority telephone technical support: Direct access via a 1300 number to the Professional Partner Support team. Support is available to any member of the practice at the branch or office where the Professional Partner CDs are registered. Professional Partner CDs: These CDs contain MYOB Reference Software, an electronic version of the MYOB Documentation Library and other electronic resources valued at more than $9,000. MYOB Documentation: Members will receive electronic updates to the documentation library as new software is released. Software maintenance: Your MYOB software is always upgraded to the latest version you will always be able to work with your clients information, and we aim for your practice to receive upgrades before your clients. Regular communications: Communications exclusively for the members containing valuable technical, services and product information including software tips and techniques to keep you and your clients up-to-date. Reseller status: You are automatically qualified as an MYOB Reseller once your application has been approved. You can choose to resell MYOB software to your clients and receive a commission if you wish. An exclusive invitation to MYOB Partner Events: These events will keep you up-to-date with everything MYOB and help you work more effectively with your clients accountants@myob.com.au myob.com.au

2 FACTSHEET Partner Benefits In addition, members share in the unique insights gained by MYOB through its position in Australia as a provider of both business and management software for small business, and practice management software for accountants and tax professionals. These insights assist in building your professional standing and enhance the value of the services you offer your clients. All this, and more, for just $ a year Twelve months membership is just $ (including GST). You can choose to make an upfront payment via cheque or credit card, or you can make 12 monthly payments of $54.45 (including GST) via direct debit from a credit card. See the Application Form for more information. Requirements for membership You are eligible to become an MYOB Professional Partner Public Accountant if you are an accountant in public practice in Australia. MYOB Australia will require a copy of your Public Practice Certificate to verify that you are eligible.* *If you have a current agreement for MYOB specialist software for accountants such as MYOB Accountants Office or MYOB Accountants Enterprise etc, you will not be required to provide a copy of your Public Practice Certificate accountants@myob.com.au myob.com.au AAD

3 Application Form Please ensure that the public accountant or partner in charge completes and signs both pages of this application form. 1. Certified Public Practice Accountant s details Practice name: First name: Last name: Phone: Fax: Postal address: State: Postcode: address of partner in charge: Street address: State: Postcode: No. of employees: ABN: 2. Your professional accounting association (information protected by the Privacy Act will be sent to this address) CPA Australia National Institute of Accountants Association of Taxation and Management Accountants Institute of Chartered Accountants Tax Institute of Australia Other: 3. Your current software I have a current agreement for MYOB specialist software for accountants (E.g. MYOB Accountants Office or MYOB Accountants Enterprise etc) (Please circle) Y/N I have existing MYOB business management software licences I have a current MYOB Cover agreement for MYOB business management software. (Please circle) Y/N Y/N Client manager (if known) Serial number(s) 4. Your payment details I would like to make 12 monthly direct debit payments of $54.45 (including GST) for my MYOB Professional Partner Public Accountant membership. I authorise MYOB Australia Pty Ltd, until further notice in writing, to debit the monthly instalment charge of $54.45 (including GST) for my yearly MYOB Professional Partner Public Accountant membership from my nominated credit card as detailed below: Card type: Visa MasterCard Credit Card: Expiry Date: Cardholder s name: Signature: Date: or I have read and understood the enclosed Monthly Direct Debit terms and conditions by which monthly payment is offered for an MYOB Professional Partner Public Accountant membership. Partner signature: Name: NB. If you have selected to make 12 monthly direct debit payments, and have notified us of a current MYOB Cover agreement above, the value of any MYOB Cover paid in advance will be refunded. Date: I would like to make one upfront payment of $ (including GST) for my MYOB Professional Partner - Public Accountant membership. or I have enclosed a cheque (payable to MYOB Australia) for $ (including GST). Please charge $ (including GST) to my: Visa MasterCard Credit Card: Cardholder s name: Signature: Expiry Date: Date: AAD14394/0611

4 Application Form 5. Certified Public Practice Accountant s declaration I wish to apply for a membership to become an MYOB Professional Partner Public Accountant for $ (including GST). I am an accountant in public practice and have a current Public Practice Certificate. I understand and agree with the enclosed membership terms and conditions and the Reseller Supply conditions. I have enclosed a copy of my: (please tick to confirm) Signature: Name: Corporate or business letterhead* AND Current Public Practice Certificate* Position: *If you have a current agreement for MYOB specialist software for accountants such as MYOB Accountants Office or MYOB Accountants Enterprise etc, you will not be required to provide a copy of your letterhead or your Public Practice Certificate. 6. Choose how to receive your tax invoice Please send my Tax Invoice by: Fax 7. Return this application form to MYOB Australia Complete this form (and the reverse if you have chosen to make monthly payments) and mail or fax it with the required documents to Mail MYOB Partner Team MYOB Australia Pty Ltd PO Box 371 Blackburn VIC 3130 Fax AAD14394/0611

5 Terms and Conditions Terms and Conditions MYOB Professional Partner Public Accountant Subscription Membership 1. The Applicant warrants that they are currently an accountant in public practice in Australia and authorises MYOB Australia Pty Ltd (MYOB Australia) to make such enquiries as may be necessary to verify details of their practice. MYOB Australia reserves the right to reject any application if the application has not been properly completed or its membership criteria have not been satisfied. 2. The Applicant understands and accepts that the licence to use MYOB Reference Software is granted to them as a privilege of their subscription, for reference purposes only. It includes the current versions of our MYOB Small Business Accounting Software, as well as the previous version. This enables you to open your clients company files as per the product they are currently licensed for. If your preference is to use MYOB software to run your clients bookkeeping files, it will be necessary for them to purchase an MYOB product and associated licenses. The software may only be installed and used at a single place of business registered by the Applicant. The Applicant can purchase additional Professional Partner Public Accountant subscription memberships from MYOB for additional places of business. It is a Not for Retail Sale product and may not be transferred or assigned or given to any other party. In the event of the termination of the subscription membership, all copies of the product must be deleted and all CDs immediately returned to MYOB Australia. 3. The Applicant agrees that when upgrades of the MYOB Reference Software are provided the licence in respect of the prior product shall immediately lapse and the original software shall be returned to MYOB Australia or destroyed. 4. The Applicant acknowledges that any prior licence in respect of Not for Retail Sale products registered to the Applicant shall lapse upon commencement of subscription membership, with the exception of MYOB Premier Not for Retail Sale software. 5. The Applicant agrees to use their best endeavours and to take all reasonable steps to safeguard the MYOB Reference Software to ensure that there is no unauthorised copying or distribution of the software. 6. The Applicant is required to notify MYOB in writing immediately upon any change in the details provided. Further documentation may be required by MYOB. 7. In the event of the breach of any of these conditions by the Applicant, MYOB Australia may at its option, and in the manner that it shall determine, restrict or terminate the Applicant s membership and revoke any privileges associated with that membership. 8. In the event that the original MYOB software licence is converted into a Professional Partner membership, the original licence cannot be used or on sold during the term of that membership. In the event that the Professional Partner membership is cancelled, the applicant may request for the original licence to be reinstated. 9. The Applicant acknowledges that the priority telephone, and web based services for Professional Partners are not to be provided to other parties, as these are granted to them as a privilege of their subscription membership. AAD

6 Reseller Terms and Conditions Reseller Supply Terms and Conditions 1. General These terms and conditions shall apply to the exclusion of all others including any terms and conditions of the Reseller (whether on the Reseller s order form or otherwise). The Reseller acknowledges that these terms and conditions embody the whole agreement between the parties and agrees to be bound by them. 2. Supply MYOB supplies all goods on a Sales or Exchange (SOE) basis (except for the Publisher CD). Any Returns that do not fall under the following conditions may be rejected or incur a Re-stocking fee. 3. New Versions MYOB protects Resellers from version changes by updating stock held free of charge to the latest version. 4. Version rotation Version rotation only applies to like product families (ie. Full Stock will only be rotated for Full Stock, Upgrades will only be rotated for Upgrades). Version rotation must be initiated* within 30 days of the release of the new version. Should the reseller request a rotation for the old version outside of 30 days from new version release a restocking fee of between 10-50% may apply, depending upon volume. Restocking Fee Structure No of units Restocking fee applied within 30 days % 10% % 20% % 30% % 40% % 50% Restocking fee a applied outside 30 days Version rotation is limited to 5 RA s per month should this limit be exceeded a restocking fee of 20% will apply to all subsequent RA s regardless of whether or not they are within the 30 day period. Where restocking fee is applicable this amount will be deducted from the final credit raised against the resellers account. For Up-Front Payment resellers this figure will be communicated prior to the provision of a Return Authorisation. This update (version rotation) option still requires the issue of an RA as below, and return of the old version. MYOB will only issue an RA following the receipt of a purchase order and an accompanying RA request form to the same dollar value of the stock being returned. *Initiated - request for an RA received by MYOB within 30 days from the release of the new version. 5. Returning Old Versions Resellers are required to return old version stock within 20 working days (4 weeks) of receiving an RA No. (Failure to return stock within this time period will result in the rejection of a credit claim for returned stock. The return of old versions outside of these terms will result in the expiration of the Return Authorisation supplied and the application of a restocking fee. As seen in clause 4 Version rotation only applies to like product families (ie. Full Stock will only be rotated for Full Stock, Upgrades will only be rotated for Upgrades). Please Note: For non-account customers MYOB will only dispatch the replacement order upon receiving the rotation stock. 6. To obtain a Return Authorisation ( RA )a Return Authorisation form, call On the form you will need to include the following information: (a) The Serial Number of the package(s) concerned. Serial numbers are clearly printed on the base of the package. (b) Your company name and the date the product was purchased (our invoice number will speed the issue process). (c) Reason for return. You will be advised of the RA by the Accounts officer. RA Numbers are valid for 20 working days from the date of issue. Expired RA s will be treated as outlined in clause Procedure for returning goods (a) Prepare goods for return by ensuring that they are the complete product, and that any price or other stickers applied by the Reseller have been removed. With the exception of damaged goods, the product should be in a saleable condition. (b) Return the goods by your preferred carrier. MYOB will not accept freight charges. (c) The RA number should be clearly marked on the outside of the package and quoted on the accompanying documentation. Goods without a clearly marked RA will not be accepted for return. The Reseller s documentation should contain a tracking number which can be marked on the replacement package in lieu of an order number. (d) MYOB will send a replacement package of the same type at MYOB s cost. The replacement package will have your advised number marked on the outside in lieu of an order number. (e) Goods returned without a valid RA will not be accepted and will be returned at the Reseller s cost. (f) As stated in clause 4, goods returned for reasons other than the above will be charged a restocking fee depending on volume. (g) Returned product must be complete and in a saleable condition (except for products returned because they failed to install, where the disk envelope may be opened but a complete product must still be returned). (h) Issue of an RA number DOES NOT guarantee replacement or credit it is only your authorisation to return goods to us. 8. Money Back Guarantee Where MYOB promotes a Money Back Guarantee (MBG) on a product, if the customer wishes to return the product they must return the full product to the place of purchase within the stated MBG period. The following process should be followed: (a) Find out why the product was unsuitable and assess if another MYOB product will meet their needs. (b) Refund the customer and return the entire product as stated under Clause 6 & 7 above. (c) MYOB will replace the product with fresh stock, returned packages are NOT to be resold. 9. Payment Payment shall be made by the Reseller to MYOB for all goods supplied and services rendered within the terms specified by MYOB. The Reseller acknowledges that these terms will enable MYOB to exercise all of its rights contained herein including (but without in any way limiting its rights) the right to cancel further credit if applicable and to take legal action for the recovery of all sums outstanding. 10. Interest Should payment remain outstanding beyond MYOB s payment terms as outlined in Clause 2 above, the Reseller agrees to pay interest on all amounts outstanding from the due date until the date of payment a rate equal to five percentage points above the Penalty Interest Rate as varied from time to time. 11. Title Property Any article sold by MYOB shall not pass from MYOB to the Reseller until the Reseller has paid for the article in full and all cheques and other negotiable instruments have been cleared. The risk of loss or damage to the goods shall be entirely at the risk of the Reseller upon delivery to the Reseller. If any payment for any article sold by MYOB is overdue or if the Reseller pays MYOB by cheque (in full or in part) and such cheque is not met on presentation by MYOB, MYOB reserves the right to retake physical possession of the goods in full or partial satisfaction of the debt and for this purpose the Reseller hereby consents to MYOB or its Agents or servants entering upon the Reseller s premises. Monies owed by the Reseller to MYOB shall become due immediately upon the commencement of any act or proceedings in which the Reseller s solvency is involved. 12. Costs Should payment remain outstanding beyond MYOB s payment terms as outlined in Clause 2, the Reseller is liable for all costs including legal costs (on a solicitor/own client basis) and mercantile agent fees incurred by MYOB in recovering the amount outstanding. 13. Delivery (a) Goods shall be delivered to the address specified in the order form as the address for delivery. (b) For overnight delivery orders must be submitted by 12pm EST. Orders paid by EFT payments will not be shipped until a copy of the receipt of payment is sighted. (c) Freight will be charged at MYOB s standard rates and shipped by MYOB s courier unless the Reseller specifies their own courier. If the type of freight is not specified by the Reseller, then goods will be sent by Road Express. 14. Not For Resale (NFR) NFR copies of MYOB products are not for resale copies for your own in-house use only. When you purchase an NFR copy it is pre-registered to you. We will not supply the customer code required to use MYOB to anyone other than the registered owner. If you on-sell NFR products we will find out when your customer attempts to register and you will be liable to prosecution. 15. Upgrading NFRs Upon the release of a new version at a later date, if wish to upgrade your NFR copy you must purchase the standard upgrades offered to all MYOB customers. You cannot purchase the latest NFR version of your product as a substitute for upgrading your existing NFR - each reseller can only own one NFR copy of each product. AAD