Terms of Use

1. About TaxEase UK

TaxEase UK (“the Application”) is a product of TAXEASEUK LTD, a company registered in England and Wales (Company Number: 17244428). TaxEase UK is an independent software tool designed to help individuals understand, prepare, and submit their UK Self Assessment tax return. TaxEase UK is not affiliated with, endorsed by, or connected to HM Revenue & Customs (HMRC) or any UK Government department.

These Terms of Use govern your use of the TaxEase UK application, website (taxeaseuk.com), and all associated services. By using TaxEase UK, you agree to these Terms.

2. Nature of the Service

TaxEase UK is a commercial software product that enables individuals to prepare and submit their UK Self Assessment tax return and Making Tax Digital (MTD) Income Tax updates directly to HM Revenue & Customs (HMRC) via HMRC’s official APIs. It is a production-grade service designed for real tax filing, not a demonstration or prototype.

TaxEase UK is not a tax advisory or professional accounting service. While the platform provides step-by-step guidance on completing your return, the information provided does not constitute professional tax advice, legal advice, or accountancy services. You remain solely responsible for the accuracy and completeness of all information submitted to HMRC through TaxEase UK.

For complex tax situations (multiple income sources, foreign income, capital gains, residency questions), we strongly recommend consulting a qualified accountant or tax adviser.

3. Accuracy of information

We make every effort to ensure that tax rates, thresholds, and HMRC rules reflected in TaxEase UK are accurate and up to date for the relevant tax year. However, tax legislation changes frequently. TaxEase UK does not guarantee the accuracy, completeness, or currency of any information provided.

The user is solely responsible for verifying all figures and for any errors or omissions in their Self Assessment return.

4. Hardware and software compatibility

The desktop application versions of TaxEase UK (.exe for Windows, .dmg for Mac) are provided “as is”. TaxEase UK does not guarantee that the application will function on every computer or operating system configuration.

Minimum requirements:

• Windows: Windows 10 or later, 64-bit, 4 GB RAM, 200 MB free disk space
• Mac: macOS 10.13 (High Sierra) or later, Intel or Apple Silicon (M1, M2, M3, M4, M5)

TaxEase UK accepts no liability for any damage, data loss, or system issues arising from the installation or use of the desktop application on any device.

If your device does not meet the requirements, use the browser-based HTML version instead.

5. Data and privacy

The free HTML version and the desktop application store all user data locally on your device (browser localStorage or application storage). No personal or financial data is transmitted to TaxEase UK servers in these modes.

The TaxEase UK web platform (taxeaseuk.com) is hosted on Vercel (Vercel Inc., San Francisco, USA) using Amazon Web Services (AWS) infrastructure, with servers located primarily in the United States and European Union. Database services are provided by Supabase. All data processing is subject to Vercel’s and Supabase’s Data Processing Agreements (DPAs), which comply with UK GDPR. Customer data is encrypted in transit (TLS 1.2+) and at rest.

See our Privacy Policy for full details on how we collect, use, and protect your data.

6. Licence and permitted use

The free HTML version may be downloaded and used by any individual for personal tax return preparation. It may not be redistributed, sold, or embedded in other products without written permission.

Premium licences are issued to named individuals and cover up to 2 personal devices. B2B licences cover the number of client seats specified in the purchase. Sharing, reselling, or transferring a licence key to third parties is not permitted.

7. HMRC API integration & OAuth authorisation

TaxEase UK integrates with HM Revenue & Customs (HMRC) APIs under the HMRC Making Tax Digital (MTD) programme. Direct submission through these APIs requires HMRC production access, which is pending; until it is granted, returns are filed through your own HMRC account on gov.uk. Where the HMRC integration feature is available to you and you use it, you agree to the following:

• OAuth authorisation: You authorise TaxEase UK to act on your behalf when communicating with HMRC APIs. This authorisation is granted via HMRC’s official OAuth 2.0 flow. TaxEase UK will never ask for or store your HMRC Government Gateway username or password.
• Scope of authorisation: You authorise TaxEase UK only to perform the actions you explicitly initiate, such as submitting your Self Assessment return or retrieving submission status. TaxEase UK will not access or modify your HMRC records beyond what is needed for these specific actions.
• Revocation: You may revoke TaxEase UK’s access to your HMRC account at any time via your HMRC online account settings. Revocation does not affect any submissions already made.
• Fraud prevention headers: HMRC requires that certain device and connection data (IP address, browser fingerprint, etc.) be transmitted with each API request as part of their mandatory fraud prevention programme. By using the HMRC integration, you consent to this data being sent to HMRC alongside your submission.
• Responsibility for accuracy: You remain solely responsible for the accuracy of all data submitted to HMRC through TaxEase UK. TaxEase UK is a submission tool, not an auditor. HMRC may raise enquiries or penalties based on information you provide; TaxEase UK accepts no liability for such outcomes.
• HMRC terms: Use of HMRC APIs is also subject to HMRC’s own Terms and Conditions.

8. Limitation of liability

To the fullest extent permitted by law, TAXEASEUK LTD and its operators shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from:

• Errors or inaccuracies in the application’s calculations or guidance
• Penalties, interest, or enquiries raised by HMRC as a result of information entered by the user
• Failure or delay of HMRC API services, Government Gateway, or third-party systems
• Rejection or querying of a submission by HMRC after it has been transmitted
• Failure of the application to function on a particular device or operating system
• Loss of data stored in the application

Our maximum liability to you for any claim arising from your use of TaxEase UK shall not exceed the amount you paid for your licence in the 12 months preceding the claim.

9. Governing law

These Terms of Use are governed by the laws of England and Wales. Any disputes shall be subject to the exclusive jurisdiction of the courts of England and Wales.

10. Changes to these terms

We may update these Terms of Use from time to time. The current version is always available at taxeaseuk.com/terms. Continued use of the application after changes constitutes acceptance of the updated terms. Registered account holders will be notified of material changes by email.

11. Verified Accountants Directory

TaxEase UK operates a public Verified Accountants Directory listing approved B2B accountant partners. Inclusion in the directory is entirely voluntary and subject to explicit opt-in consent given during registration.

By ticking the “List me in the TaxEase UK Verified Accountants Directory” checkbox at registration, you consent to the following information being displayed publicly on taxeaseuk.com: your firm name, contact name, professional body, languages spoken, specialisms, region, and a direct enquiry link.

You may withdraw your consent and request removal from the directory at any time by contacting us at hello@taxeaseuk.com. Removal will be processed within 5 business days.

TaxEase UK reserves the right to remove any listing that is found to contain inaccurate information or that violates these Terms of Service.

12. B2B Accountant Partners, Commissions

B2B accountant partner arrangements, including commission structures, are governed by a separate Partner Agreement accessible upon approval as a TaxEase UK partner. Details are available within the B2B partner dashboard after registration.

13. Platform Disclaimer, Accountant Directory

TaxEase UK operates as a directory platform connecting users with accountants who specialise in UK Self Assessment. TaxEase UK is not a regulatory body, professional accountancy firm, or authorised financial institution.

We do not independently verify the professional qualifications, regulatory status, or suitability of accountants listed in our directory, except where explicitly marked with the “✓ TaxEase UK Verified” badge.

The ✓ TaxEase UK Verified badge indicates that TaxEase UK has manually cross-referenced the accountant’s stated membership number against the public register of the relevant professional body (ICAEW, ACCA, AAT, CIOT, or CIMA) at the time of verification. This does not constitute an ongoing audit of the accountant’s qualifications or conduct.

Users are strongly encouraged to conduct their own due diligence before engaging any accountant, including verifying their qualifications and standing directly with the relevant professional body.

TaxEase UK accepts no liability for the quality, accuracy, or outcome of services provided by any accountant listed in the directory, whether or not they carry the TaxEase UK Verified badge.

15. Security, Incident Reporting & Data Breach Notification

We take the security of our platform and our users’ data seriously. If you discover a security vulnerability or suspect a security incident, please report it immediately to hello@taxeaseuk.com with the subject line “Security Report”. We will acknowledge receipt within 24 hours and aim to resolve confirmed vulnerabilities within 30 days.

In the event of a personal data breach involving customer or HMRC-related data, TAXEASEUK LTD will:

• Notify the Information Commissioner’s Office (ICO) within 72 hours of becoming aware of the breach, as required under UK GDPR Article 33.
• Notify HMRC by logging a ticket within 72 hours, providing a breach contact name and telephone number.
• Notify affected individuals without undue delay where the breach is likely to result in a high risk to their rights and freedoms.

We maintain documented technical security controls including Row-Level Security (RLS), authentication middleware, and rate limiting. Access to customer data is restricted to authorised personnel only.

16. HMRC Compliance Declarations

In connection with our use of HMRC APIs under the HMRC Making Tax Digital (MTD) programme, TAXEASEUK LTD makes the following declarations:

• Fraud Prevention Headers: TaxEase UK submits fraud prevention header data with every HMRC API request in accordance with the HMRC Fraud Prevention specification. We have verified our header submissions using the HMRC Test Fraud Prevention Headers API prior to applying for production credentials.
• Accessibility: The web-based version of TaxEase UK is developed with accessibility in mind and is working towards meeting Level AA of the Web Content Accessibility Guidelines (WCAG) 2.1, in line with HMRC’s software accessibility requirements.
• HMRC Logos & Branding: TaxEase UK does not use HMRC logos, crests, or official government branding in its software, website, or marketing materials. TaxEase UK is described only as software that integrates with HMRC APIs, it is not presented as “HMRC recognised”, “HMRC approved”, or “HMRC accredited”.
• Advertising: TaxEase UK does not display third-party advertising in its software. Any marketing TaxEase UK produces about its own software complies with the Advertising Standards Authority (ASA) Codes and applicable UK marketing law.
• Development Practices: TaxEase UK follows the HMRC development practices, including error handling per the HMRC error specification.
• UK GDPR: TaxEase UK complies with the UK General Data Protection Regulation (UK GDPR). Customer data is encrypted in transit (TLS 1.2+) and at rest. Access tokens and personally identifiable information are never stored in plain text. See our Privacy Policy for full details.
• Data Portability: Customers may export, change, or delete their data at any time. For account data, contact hello@taxeaseuk.com. Tax calculation data stored locally on your device can be cleared at any time through your browser or the application settings.

18. Marketing Communications

TaxEase UK sends marketing emails (tax tips, product updates, special offers) only to users who have explicitly opted in at the point of registration by ticking the relevant checkbox. This checkbox is unchecked by default.

You may withdraw your marketing consent at any time by:

• Unchecking the “Marketing emails” toggle in your Account Settings, or
• Clicking the “Unsubscribe” link in any marketing email we send you, or
• Emailing us at hello@taxeaseuk.com

Withdrawal of consent does not affect the lawfulness of any processing carried out before withdrawal. Transactional emails (licence keys, account confirmations, inactivity warnings) are sent regardless of marketing consent as they are necessary for the service.

Legal basis: Consent (Article 6(1)(a) UK GDPR). We do not use soft opt-in or pre-ticked boxes.

19. Free Account Retention Policy

Free accounts (accounts without an active Premium or B2B licence) that have been inactive for 12 consecutive months are automatically deleted. Inactivity is measured from the date of last sign-in.

We will send an email notification at least 30 days before deletion to the registered email address. Logging in to your account before the deletion date will reset the inactivity period. Premium and B2B accounts are not subject to automatic deletion.

20. Billing, Subscriptions & Refunds

Paid products are billed either as a one-time payment or as a recurring subscription, as stated at the point of purchase. Where a product is sold as a subscription, it renews automatically at the end of each billing period and your payment method is charged again, until you cancel it.

The billing period for each paid product is:

• Premium and MTD — billed annually, renewing every 12 months.
• B2B partner plans (Essential, Senior, Enterprise / Agency) — billed monthly, renewing every month.
• Invoice Maker Premium (Monthly) — billed monthly, renewing every month.
• Invoice Maker Premium (Lifetime) — a single payment. It does not renew and there is nothing to cancel.

The renewal date of an active subscription is shown next to the licence in your TaxEase UK account.

Upgrading from Premium to MTD. If you already hold a Premium subscription and move to MTD, you are not charged for a second licence. Your existing subscription is changed to the MTD plan and you pay only the difference for the remainder of the period you have already paid for. The exact amount is calculated and shown to you before you confirm. From the next renewal onward, the MTD price applies.

All sales are final. We do not offer refunds for any payment already taken, including for the current or any past subscription billing period, once the corresponding period has started.

You may cancel a recurring subscription at any time, without giving a reason. For Premium and MTD, use the “Manage / Cancel subscription” button next to the licence in your account. For Invoice Maker Premium, use the same option inside the Invoice Maker tool. You can also cancel by contacting hello@taxeaseuk.com. Cancelling does not require a Stripe account.

Cancelling stops all future billing from the next renewal date onward. It does not refund any amount already charged, including for the period currently running. You keep full access to the features you paid for until the end of that period, after which the licence becomes inactive. To use the product again after that, you would start a new subscription.

If a renewal payment fails, we do not cut off your access immediately. Our payment provider retries the payment over a period of several weeks, and your access continues during that time. Access ends only once the subscription is finally terminated.

One-time (“lifetime”) purchases are not recurring and have nothing to cancel; they grant permanent access to the purchased features under these Terms.

One licence covers one person’s Self Assessment. The first time a licence key is used together with a Unique Taxpayer Reference, the licence becomes tied to that tax return. You may use it on as many of your own devices as you like, but it will not unlock the paid features for a different taxpayer. We do not store your UTR in order to do this, only a one-way fingerprint of it, as described in our Privacy Policy. If a licence needs to be released, for example because a digit was mistyped, contact hello@taxeaseuk.com.

The Invoice Maker free tier allows 2 invoices per calendar month for users who are not signed in (issued with a visible watermark) and 5 invoices per calendar month for users signed in to a TaxEase UK account (issued without a watermark). These allowances reset at the start of each calendar month. The Invoice Maker licence is separate from the Premium and MTD licences and is not included in either.

21. Language

These Terms are published in English. Where a translation into another language is provided, it is offered for convenience and understanding only. In the event of any inconsistency, ambiguity or dispute, the English version prevails and is the legally binding version.

17. Contact

For questions about these terms, contact us at hello@taxeaseuk.com. We aim to respond within 5 business days.

For security vulnerability reports, email hello@taxeaseuk.com with subject “Security Report”.