Terms of Use

1. About TaxEase UK

TaxEase UK (“the Application”) is an independent educational tool designed to help individuals understand and prepare 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.

2. Educational purpose only

TaxEase UK provides guidance and calculations for informational and educational purposes only. It does not constitute professional tax advice, legal advice, or accountancy services. You should always verify your figures on HMRC’s official Self Assessment portal at gov.uk before filing.

If you have a complex tax situation (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. See our Privacy Policy for full details.

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. Limitation of liability

To the fullest extent permitted by law, TaxEase UK 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 of the application to function on a particular device or operating system
• Loss of data stored in the application

8. 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.

9. 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.

10. 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.

11. B2B Accountant Partners — Commissions

Approved B2B accountant partners may earn a commission of 10% of the net licence fee for each client they invite who purchases a Premium licence. Commissions are paid via Stripe Connect and are subject to Stripe’s terms of service. TaxEase UK reserves the right to modify commission rates with 30 days’ notice.

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.

12. Contact

For questions about these terms, contact us at hello@taxeaseuk.com.