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Self Billing Agreement for Canada

Self Billing Agreement Template for Canada

A Self-Billing Agreement is a legal contract used in Canadian business operations where one party (the customer) assumes responsibility for generating invoices on behalf of another party (the supplier). This document establishes the framework for self-billing arrangements, ensuring compliance with Canadian tax regulations, particularly GST/HST requirements, and defining the processes, responsibilities, and obligations of both parties. It includes specific provisions for invoice generation, payment terms, record-keeping requirements, and tax compliance obligations under Canadian federal and provincial laws.

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What is a Self Billing Agreement?

This Self-Billing Agreement is designed for use in Canadian business relationships where the customer agrees to generate invoices on behalf of the supplier, typically in situations involving regular or high-volume transactions. The document establishes the legal framework for self-billing arrangements, ensuring compliance with Canadian tax regulations, particularly the Excise Tax Act and provincial tax requirements. It details the processes for invoice generation, specifies payment terms, outlines record-keeping obligations, and addresses tax compliance requirements. This agreement is particularly valuable in industries with complex supply chains or where operational efficiency can be gained through centralized billing processes. The document includes comprehensive provisions for both parties' obligations, dispute resolution mechanisms, and audit requirements, while ensuring alignment with Canadian federal and provincial regulatory requirements.

What sections should be included in a Self Billing Agreement?

1. Parties: Identification of the supplier and customer entering into the self-billing agreement

2. Background: Context of the agreement and explanation of the self-billing arrangement

3. Definitions: Key terms used throughout the agreement including 'Self-Bill Invoice', 'GST/HST', 'Services', etc.

4. Self-Billing Process: Detailed description of how the self-billing mechanism will operate

5. Tax Compliance: Obligations regarding GST/HST and other applicable taxes

6. Supplier Obligations: Supplier's responsibilities including provision of information and compliance requirements

7. Customer Obligations: Customer's responsibilities in generating accurate self-bill invoices and making payments

8. Invoice Requirements: Mandatory content and format of self-bill invoices

9. Payment Terms: Timeline and method of payments, including currency and payment details

10. Record Keeping: Requirements for maintaining records of self-bill invoices and supporting documents

11. Term and Termination: Duration of the agreement and circumstances for termination

12. General Provisions: Standard legal clauses including governing law, notices, and amendments

What sections are optional to include in a Self Billing Agreement?

1. Electronic Systems: Details of electronic systems used for self-billing when the process is automated

2. Dispute Resolution: Specific procedures for resolving disputes about invoices or payments

3. Service Level Agreement: Performance standards for the self-billing process when specific service levels are required

4. Audit Rights: Rights and procedures for auditing the self-billing process when enhanced oversight is needed

5. International Transactions: Additional provisions for cross-border transactions if applicable

6. Credit Notes: Procedures for handling adjustments and credits when regular adjustments are expected

What schedules should be included in a Self Billing Agreement?

1. Schedule A - Pricing Schedule: Detailed pricing information, rates, and calculation methods

2. Schedule B - Invoice Template: Approved format and content requirements for self-bill invoices

3. Schedule C - Contact Details: Key contacts for both parties for operational and emergency matters

4. Schedule D - Service Description: Detailed description of services/goods covered by the self-billing arrangement

5. Appendix 1 - Tax Registration Details: GST/HST registration numbers and tax-related information

6. Appendix 2 - System Specifications: Technical requirements and specifications for electronic self-billing systems

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Canada

Publisher

Ƶ

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant legal definitions





























Clauses


























Relevant Industries

Manufacturing

Retail

Construction

Logistics and Transportation

Professional Services

Energy and Utilities

Mining and Resources

Agriculture

Automotive

Technology Services

Relevant Teams

Finance

Procurement

Legal

Tax

Accounts Payable

Accounts Receivable

Treasury

Commercial

Operations

Compliance

Relevant Roles

Finance Director

Tax Manager

Procurement Manager

Accounts Payable Manager

Financial Controller

Supply Chain Manager

Commercial Director

Chief Financial Officer

Accounts Receivable Manager

Treasury Manager

Legal Counsel

Compliance Officer

Operations Manager

Industries






Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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