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), registered with the Information Commissioner’s Office under reference ZC235641. 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 designed to help individuals prepare their UK Self Assessment tax return and, where available, Making Tax Digital (MTD) Income Tax updates. When your Self Assessment return is ready, you can file it with HM Revenue & Customs (HMRC) directly from TaxEase UK, through HMRC’s Self Assessment Online service, or file it yourself through your own HMRC online account on GOV.UK. Direct submission of MTD quarterly updates through HMRC’s MTD APIs is pending HMRC production access (see section 7). It is a production-grade service designed for real tax returns, 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

TaxEase UK runs in your web browser. We support the current versions of Chrome, Safari, Edge and Firefox on computers, tablets and phones. TaxEase UK does not guarantee that the service will work on every device, browser or configuration.

TaxEase UK accepts no liability for any damage, data loss, or system issues arising from the use of the service on any device, including data lost when you clear your browser’s site data.

If we offer a downloadable version of TaxEase UK in the future, it will be provided “as is”, on the same terms.

5. Data and privacy

The Self Assessment wizard stores your answers on your device. When you are signed in, your draft is also saved in your account, encrypted, so that you can continue on another phone, tablet or computer; “Start a new return” deletes it from all your devices. Your answers are not shared with anyone unless you choose to send them to your accountant, or you file your return directly with HMRC from TaxEase UK, in which case the return is sent to HMRC and we keep a copy (section 7.1). The Privacy Policy explains how the draft is stored.

The TaxEase UK web platform (taxeaseuk.com) is hosted on Vercel (Vercel Inc., San Francisco, USA) using Amazon Web Services (AWS) infrastructure. The application runs in Vercel’s London region, and pages are delivered through Vercel’s global network. Database services are provided by Supabase, in Frankfurt, Germany. 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.

Where you submit figures to HMRC through the platform, those figures pass through a gateway we operate in London (mtd.taxeaseuk.com) before reaching HMRC. HMRC’s fraud prevention standards require us to transmit the TCP port your browser connected from, and our hosting provider removes that information before it reaches us; the gateway exists to read it and pass it on. We declare this arrangement to HMRC as the connection method WEB_APP_VIA_SERVER. Neither the gateway nor the application retains a copy of your figures.

Passwords for platform accounts must be at least eight characters. We do not impose other composition rules, on the view that length protects better than forced symbols.

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

6. Licence and permitted use

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

Premium licences are issued to one named individual and may be used on that individual’s own devices; each licence covers one person’s Self Assessment (see section 20). 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

7.1 Filing your Self Assessment return directly. To file your return from TaxEase UK, HMRC requires your Government Gateway user ID and password to be sent together with the return. You type them at the moment you press “Submit”. They are sent to HMRC over an encrypted connection for that one submission and are never stored by TaxEase UK: not in our database, our logs, your browser or the copy of your return. We keep a copy of the return you filed and HMRC’s reply, as described in section 8.1 of our Privacy Policy. You remain responsible for the accuracy of the return; once HMRC has received it, any correction is made by filing an amendment.

7.2 Making Tax Digital (MTD) APIs and OAuth. 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, MTD quarterly updates cannot be sent from TaxEase 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. For MTD, TaxEase UK never asks for or stores your Government Gateway username or password; you sign in on HMRC’s own page.
• 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

Nothing in these Terms excludes or limits any liability that cannot lawfully be excluded or limited, or affects your statutory rights under the Consumer Rights Act 2015.

Subject to that, and 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 partners@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, are governed by a separate Accountant Partner Agreement. An accountant reads and signs it when registering as a partner at taxeaseuk.com/register/b2b, by typing their full name and ticking the declaration box, and receives a signed PDF copy by email. Every version of the Agreement is kept, and a new version is added alongside the previous ones, never in place of them.

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, at the time of verification, cross-referenced the firm’s registration details against the relevant public register: for a limited company, its Companies House number and active status; for a member of a professional body, its membership number against that body’s register (ICAEW, ACCA, AAT, CIOT, or CIMA); and for a sole trader supervised directly by HMRC, its anti-money laundering supervision registration number against HMRC’s published supervised-business register. 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 security@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 privacy@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 privacy@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

A free account that has been inactive for 12 consecutive months is automatically deleted, but only if it holds no data: no licence (active or expired), no saved records, no accountant profile or clients, and no affiliate record. Inactivity is measured from the date of last sign-in, or from the date the account was created if you have never signed 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.

Accounts that hold data, and accounts with an active Premium, MTD or B2B licence, are never deleted automatically. If such an account has been inactive for 12 months, we review it individually and will contact you before taking any action. Licence and payment records are kept for as long as stated in our Privacy Policy.

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 per tax year. Each payment covers the Self Assessment return of a tax year, as explained below, and the subscription renews on 6 April, the day the next return can be filed.
• 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.

What a Premium or MTD payment covers. A payment made between 6 April and 31 January covers the return for the tax year that ended on the previous 5 April. For example, a payment on 1 October 2026 covers the 2025-26 return, due on 31 January 2027, and the subscription then renews on 6 April 2027, for the 2026-27 return. A payment made between 1 February and 5 April covers the return for the tax year that ended on the previous 5 April, if you have not filed it yet, and the return for the tax year that is about to end; the subscription then renews for the first time on 6 April of the following year. Your first payment is the full price whenever you buy, and setting the renewal to 6 April never charges you anything extra and never shortens what you have paid for.

A tax year you have paid for stays unlocked after your subscription ends, so that you can still open, correct (amend) and file that return. The year-round features, such as the scanners and the monthly register, are available while your subscription is active.

The tax years your licence covers and the date of your next payment are shown in your TaxEase UK account. We email you 30 days before each renewal.

Prices and VAT. Every price shown on taxeaseuk.com and at the point of purchase is the total amount payable, in pounds sterling, and includes any VAT that applies to it. TAXEASEUK LTD is not currently registered for VAT, so no VAT is added to the prices shown and none is charged on top at checkout. If our VAT registration status changes, or if the applicable VAT rate or rules change, the price of a subscription may be adjusted from your next renewal onward, in the way described immediately below.

Price changes. We may change the price of a subscription from time to time. Any change takes effect only from your next renewal date, never during a period you have already paid for. Where a renewal would be at a higher price than you are paying now, we will tell you by email at least 30 days before that renewal, so that you have time to cancel before you are charged. If you do not cancel, the new price applies from that renewal onward. The price of a one-time (“lifetime”) purchase is fixed at the moment you buy and is never changed afterwards.

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 a fixed difference of £10 (the MTD price minus the Premium price) for the tax year you have already paid for, whenever in that year you move. The amount is shown to you before you confirm. From the next renewal on 6 April, the MTD price applies.

Your 14-day right to cancel, and immediate access. If you buy as a consumer, the law gives you 14 days from the date of purchase to cancel a contract for digital content. Our products give you access as soon as you have paid. So, before you pay, we ask you to confirm two things: that you want access to begin immediately, and that you understand that once access begins you lose your 14-day right to cancel. This follows regulation 37 of the Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013. We keep a record of your confirmation together with your purchase.

All sales are final. Because access begins immediately with your confirmation, 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. This does not affect your statutory rights if a product is faulty or not as described.

You may cancel a recurring subscription at any time, without giving a reason. For Premium and MTD, use the “Stop renewal” button in the Account section of your TaxEase UK account; you can turn the renewal back on there before the renewal date. For Invoice Maker Premium, use the same option inside the Invoice Maker tool. You can also cancel by contacting support@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, except that the tax years you have paid for stay unlocked, as described above. 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 support@taxeaseuk.com.

Invoice Maker requires a free TaxEase UK account. The free tier allows 5 invoices per calendar month; quotes and pro forma invoices do not count towards it. Invoices made on the free tier show a small line “Made with TaxEase UK Invoice Maker”, which is removed with Invoice Maker Premium. The allowance resets at the start of each calendar month and counts the invoices you created that month, including any you later deleted. 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.

22. Online Invoice Payments (Stripe)

If you are signed in to a TaxEase UK account, Invoice Maker lets you accept card payments for your invoices (“Online Payments”). Your client pays through a payment page linked from the invoice and its QR code, and the invoice is marked as paid when the payment is confirmed. Depending on the payment methods you turn on in your own Stripe account, your client may also be able to pay from their bank app (“Pay by Bank”). This is provided by Stripe under the same terms.

Stripe. Payment processing services for users of TaxEase UK are provided by Stripe Payments UK, Ltd and are subject to the Stripe Connected Account Agreement, which includes the Stripe Services Agreement. By connecting a Stripe account, you agree to be bound by the Stripe Services Agreement, as Stripe may modify it from time to time. As a condition of TaxEase UK enabling payment processing services through Stripe, you agree to provide accurate and complete information about you and your business, and you authorise TaxEase UK to share it, and transaction information related to your use of the payment processing services provided by Stripe, with Stripe.

You are the seller. Each payment is made directly to your own Stripe account. You are the merchant of record: you are responsible for the work or goods you invoice, for refunds, for disputes and chargebacks raised by your clients, and for declaring your income and any tax due on it. TaxEase UK is not a party to the transaction between you and your client and never holds your money.

Fees. For each successful Online Payment, two fees are deducted automatically before the money reaches your Stripe balance: Stripe’s own processing fee, set by Stripe (for standard UK cards, from 1.5% + 20p at the time of writing), and a TaxEase UK fee of 1% of the amount paid. Both are shown in Invoice Maker before you connect. The TaxEase UK fee is not returned if you later refund the payment. We may change our fee by giving you at least 30 days’ notice by email; the new fee applies only to payments made after that date.

Paying without fees. Online Payments are optional. Your bank details, if you add them, stay on the invoice so that your client can pay you by bank transfer with no fees from us. You can also switch off card payment on any single invoice.

Availability. We aim to keep Online Payments available at all times but do not guarantee it. If the payment page is unavailable, your client can pay you by any other method shown on the invoice. You can stop using Online Payments at any time; your Stripe account and its history remain yours and are managed in your Stripe dashboard.

What we store to provide Online Payments is described in our Privacy Policy.

23. Invoice Maker

Your invoices are yours. You decide what goes on each invoice, and you are responsible for it: the work or goods, the amounts, VAT and CIS, the client details and the invoice numbers. Invoice Maker gives each invoice a number that goes up in order, in the format you choose, and does not let an invoice keep a number another invoice already has; it is your responsibility to use one numbering sequence for your business and to tell your accountant if you change it. Calculations follow the settings you choose (VAT registration, CIS status, reverse charge); check them before you send an invoice. Invoice Maker is a tool and not tax advice.

Emails you send. When you send an invoice, quote or reminder by email, it is sent in your name to the address you enter. Send them only to your own clients, about your own work. You may not use Invoice Maker to send unsolicited messages, and we may limit or stop sending for an account that does. There is a limit on how many emails an account can send per hour and per day.

Translations. When we offer to translate text you wrote into English, the translation is made automatically. You see it before you accept it, and you are responsible for what is printed on the invoice.

TaxEase icons. Instead of your own logo, you may place one of the TaxEase icons on your invoices. The icons remain our property. You may use them only on invoices, quotes and pro forma invoices made with TaxEase UK Invoice Maker, and not on anything else, including other documents, websites, social media, signage or vehicles, and you may not copy, alter, sell or register them. This permission ends if you stop using Invoice Maker, but invoices you already issued may stay as they are.

Your logo. If you upload your own logo, you confirm that you have the right to use it. We use it only to show it on your invoices.

Keeping your records. Your invoices stay in your account while it exists. Keeping your business records for as long as HMRC requires is your responsibility; download the PDFs you need before closing your account.

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 security@taxeaseuk.com with subject “Security Report”.