BACKGROUND:
These Terms of Sale, together with any and all other documents referred to herein, set out the terms under which Services are sold and provided by Us through the Taxeezy.co.uk website (“Our Site”) at https://www.taxeezy.co.uk and subsidiary pages. Please read these Terms of Sale carefully and ensure that you understand them before ordering any Services from Our Site. You will be required to read and accept these Terms of Sale when ordering Services. If you do not agree to comply with and be bound by these Terms of Sale, you will not be able to order Services through Our Site. These Terms of Sale, as well as any and all Contracts are in the English language only.
1. Definitions and Interpretation
1.1 In these Terms of Sale, unless the context otherwise requires, the following expressions have the following meanings:
“Contract” means a contract for the purchase and sale of Services
“The Service/Services” means the services which are to be provided by Us to you as specified in your Service Order (and confirmed in Our Service Order Confirmation); and
“Taxeezy/We/Us/Our/Ourselves” means Taxeezy Limited, a company registered in England under company number 08156507, whose registered address is Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, MK14 6GD.
“FAQ’s” means Frequently Asked Questions for Taxeezy accessed here: https://www.taxeezy.co.uk/faq
2. Information About Us
2.1 Our Site, Taxeezy.co.uk, is owned and operated by Taxeezy Limited, a limited company registered in England under 08156507 company number, whose registered address is Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, MK14 6GD. Our VAT number is 435849952.
2.2 We are regulated by Institute of Financial Accountants, a member of the IPA group.
3. Access to and Use of Our Site
3.1 Access to Our Site is free of charge.
3.2 It is your responsibility to make any and all arrangements necessary in order to access Our Site.
3.3 Access to Our Site is provided “as is” and on an “as available” basis. We may alter, suspend or discontinue Our Site (or any part of it) at any time with a reasonable notice period. We will not be liable to you in any way if Our Site (or any part of it) is unavailable at any time and for any period.
3.4 Use of Our Site is subject to our Website Terms of Use. Please ensure that you have read them carefully and that you understand them.
4. Ordering
4.1 All orders that you place through this Website are deemed to be an offer by you to purchase the products or services that we supply subject to these Terms and are subject to acceptance of the order by ourselves. We may choose not to accept any order without providing a reason. You are deemed to have placed an order in the sum of the applicable fee if you proceed to submission of financial forms.
4.2 It is your responsibility to ensure that you read and understand all communications, fee structure and suchlike before you proceed with any purchase. Please contact us during usual UK office hours if you are unsure about anything before you proceed with a purchase. Please note that while we endeavour to respond to enquiries promptly, we cannot guarantee to do so. It remains your responsibility to take advice about the product you intend to order before the order is placed.
5. Business Customers
These Terms of Sale do not apply to customers purchasing Services in the course of business.
6. Software & Service
6.1 Software as a Service – This agreement provides clients access to and usage of an internet-based software service to submit their tax return records to Taxeezy.co.uk to prepare their tax returns and other linked services.
6.2 Use of Service - This agreement provides clients access to and usage of an Internet based software service to submit their tax return records to Taxeezy.co.uk to prepare their tax return and other linked services.
6.3 Data provided - All data and documents uploaded by Clients remains the property of Clients as permission and rights are granted to Taxeezy Limited to use the data appropriately for the purpose of delivering the required service.
6.4 Clients Responsibilities - Clients (i) must keep its passwords secure and confidential; (ii) is solely responsible for Client Data and all activity in its account in the Service; (iii) must use commercially reasonable efforts to prevent unauthorized access to their account, and notify Taxeezy promptly of any such unauthorized access; and (iv) may use the Service only in accordance with the Service’s Knowledge Base and applicable law
6.5 Data Security - Taxeezy Limited is committed to ensuring the security and integrity of the services provided on this website. We take reasonable care and implement measures to protect user data and information from unauthorized access, loss, or misuse. However, it is important to note that no online platform can guarantee absolute security
6.6 No Guarantee of Absolute Security - While Taxeezy Limited employs industry standard security practices, we do not provide an absolute guarantee of the security of user data and information transmitted or stored on our website. The nature of online interactions and data transmission inherently involves risks beyond our control.
6.7 Clients acknowledge that the security of their data can be impacted by factors such as the use of public networks, hardware and software vulnerabilities, and unforeseen security breaches. Taxeezy Limited shall not be held liable for any unauthorized access, loss, or misuse of user data despite our best efforts to secure the service.
6.8 Review and Modification - Taxeezy Limited may update its security measures and policies from time to time to enhance user data protection. Users are encouraged to review the terms and conditions regularly to stay informed about any changes related to security practices.
7. What you receive
7.1 Taxeezy are a specialist online company and a registered Tax Agent preparing tax returns and making use of electronic filing facilities with HMRC.
7.2 At the latest, your tax return will be prepared within 3 working days from receipt of all information requested.
7.3 You will receive everything as described on the “What we offer” page on the website.
7.4 You will receive notifications of any offers and prompts Taxeezy decides to make to it's registrants, in accordance with it's Privacy Policy and only concerning the tax return business of the registrants. By virtue of remaining registered on the site all registrants agree to be subscribed to these notifications and may remove themselves from this subscription by emailing Taxeezy with a request for de-registration. The de-registration will be enacted within three working days of such notification.
7.5 Taxeezy will provide an online Self-Assessment Tax Return "Filing Only" service plus support on payment of fee to each Customer who subscribes and completes the required steps to participate in The Service. The service and associated fee is subject to certain gross income or transfer levels for particular types of income and combinations thereof which may change according to regulations and/or the capacity of Taxeezy to extend the scope of the service. In the event that, on receipt of information, the levels currently applicable are deemed to be exceeded, Taxeezy reserves the right to withdraw from provision of the service.
The Service will provide tax returns for the Relevant tax year.
The Service will provide:
- An online facility to enable Customers to register and enter and submit all data required by Taxeezy in order to deliver The Service;
- An online payment facility which meets current industry security good practice levels;
- Completion of a compliant tax return based on the data provided by the Customer;
- A draft version of the Customer's tax return for review and approval by the Customer;
- An online facility to enable the Customer to sign and approve their draft Tax Return;
- Submission of a Customer's approved Tax Return to HMRC; and electronic return of the HMRC submission confirmation reference to the Customer.
- Taxeezy will complete each Customer's tax return solely based on the financial information, documents and explanations provided by the Customer. Taxeezy does not provide any warranty or guarantee as to the accuracy, completeness or suitability of the information provided by the Customer.
- Taxeezy will prepare the Customer's tax return together with such supporting schedules as are appropriate and a computation of the Customer's self-assessment liability of tax and any National Insurance Contributions.
- Any information provided to Customers, registrants or unregistered visitors on the web site, or via any other communication medium, whether verbal or written, is not intended to be, and must not be considered tax advice.
- The Customer is solely responsible for the correctness and accuracy of both the draft Tax Return and approved Tax Return and Taxeezy will not accept liability for any inaccuracies or errors contained therein.
- The Customer is solely responsible for checking and approving their draft Tax Return before Taxeezy file it with HMRC and Taxeezy will not accept liability for any inaccuracies or errors contained therein.
- Taxeezy accepts no liability whatsoever for any additional tax liability or costs of HMRC investigation arising from the submission of the Customer's Approved Tax Return.
- The Customer is solely responsible for managing their relationship with HMRC. Taxeezy is not acting as their registered tax agent in providing this service, unless requested to authorise Taxeezy to act as your agent. The Customer will be solely responsible for meeting any and all additional tax demands by and claiming any rebates due from HMRC.
8. Price of Services
8.1 The price for any services that you purchase from us is as set out on our ‘Fees’ page of Our Website, under the tier that you fall in.
8.2 We reserve the right periodically to update the prices on the Website and to add to, amend, or withdraw the products and services that we offer, without prior notice. Every effort is made to ensure that the prices are correct, but in the event of serious error, any transaction shall be voidable by Us and you would then be entitled to a full refund.
8.3 We shall not be liable to anyone for withdrawing or amending any of the products we sell, or for refusing, or failing to, process an order.
9. Payment of Fee – Tax Returns
9.1 The fee, as deemed by the published fee structure on Our Website, is accepted by the Customer and associated order placed upon the Customer submitting a tax return application and entering their card payment details./p>
9.2 The general policy of Taxeezy is to collect the fee on completion of a first draft tax return.
9.3 Taxeezy retains the right to collect the fee at any time following submission of data and prior to preparation of a draft, if circumstances so dictate.
10. Payment of Fee – All ‘Other’ Services
10.1 Advance Fee Requirement - In consideration for the service provided by Taxeezy Limited ("Company"), Clients are required to pay an advance fee before the commencement of the service.
10.2 Payment can be made through the payment option provided on the Company's website. Users shall follow the provided instructions for successful payment.
10.3 The service will be initiated by Taxeezy Limited upon successful receipt of the advance fee payment.
10.4 Users will receive a confirmation of payment and the service initiation via email, along with any additional instructions or documentation required for the service.
11. Incorporation of General Terms and Conditions
11.1 These Specific Terms and Conditions must be read together with the General Terms and Conditions above. The General Terms and conditions apply to any agreement between us and to your use of the Website generally, including for the avoidance of doubt, Clause 20.1, the jurisdiction and governing law clause.
12. Refund Policy
12.1 Agreed refunds can only be given after you have paid your fee in full. All refunds will be subject to an administration charge.
12.2 In the event that the client decides to cancel the service before its initiation, the advance fee may be eligible for a refund.
12.3 Taxeezy Limited reserves the right to deduct a reasonable administrative fee from the refund amount to cover processing costs.
12.4 Taxeezy Limited reserves the right to take appropriate legal actions to collect outstanding payments, including but not limited to late fees, interest, and legal expenses.
13. Three Working Day Turnaround
13.1 Four working day turnaround starts once you have completed the required tax questions, uploaded any required supporting documents and on us informing you that we have all information required to prepare your return via the internal messaging system. From this point we guarantee a 3 working day turnaround to prepare the, return. You are required to review and approve the return before we are able to file it with HMRC. This review and approval period is not included in the 3 working day turnaround period.
13.2 If your tax return is not prepared within 3 working days from the point described in A above we will charge one half of the price of your purchase and refund the balance if already paid for.
13.3 We cannot guarantee a 3 working day turnaround during December or January.
13.4 This turnaround period does not include Bank Holidays and weekends.
14. Unlimited Annual Support
14.1 Taxeezy agrees within it's fee for any customer to remain registered on the website and use the facilities of the website.
14.2 Taxeezy agrees to provide unlimited support contact for one year following payment of the fee for the preparation and submission of the tax return. The support provided is in respect of any issue that arises concerning a tax return filed by Taxeezy on behalf of the client within the previous 12 months. The support does not apply to any pre-existing conditions concerning the tax return, including fines already outstanding on it at the point of submission.
14.3 In the event of an enquiry on a tax return Taxeezy will suggest a course of action, if asked to do so, however such suggestion will be at all times subject to clause 7 section 7.5. Such suggestion may or may not be adopted by the Customer according to free choice and Taxeezy accepts no liability for any result, whether considered adverse or otherwise in the event of the Customer following within the suggestion given.
15. Term & Termination
15.1 Term - The term of the tax return online service ("Service") provided by Taxeezy Limited ("Company") shall commence upon the Client’s enrolment inthe Service and continue indefinitely until terminated as per the terms outlined in this section.
15.2 Notice of Termination - Either party may terminate the Service by providing a written notice to the other party. The notice period for termination shall be thirty (30) days. The notice of termination shall be sent to the respective party's contact details as provided during the enrolment process.
15.3 Automatic Continuation - If neither party initiates termination within the notice period, the Service shall automatically continue on a month-to-month basis until terminated as per the terms outlined in this section.
15.4 Mutual Termination - In the event that both parties mutually agree to terminate the Service, the termination shall take effect on the agreed-upon date specified in the mutual termination notice. The mutual termination notice shall be provided in writing and signed by authorized representatives of both parties.
15.5 Effect of Termination - Upon termination of the Service, the user's access to the online platform and associated services will be suspended. The Company shall complete any pending tax return preparation services for which payment has been received prior to the effective termination date.
15.6 Return of Data - Upon termination, the Company will provide the user with the option to download their tax return data, subject to applicable data retention policies.
15.7 Survival of Terms - The provisions of this section related to payment, intellectual property rights, confidentiality, and any other terms that by their nature are intended to survive termination shall continue to apply even after the termination of the Service.
15.8 Governing Law - This "Term and Termination" section shall be governed by and construed in accordance with the laws of the jurisdiction specified in the Service Agreement.
16. Problems with the Services and Your Legal Rights
16.1 Service Satisfaction - Taxeezy Limited strives to provide quality tax return online services to our clients. In the event that a client encounters issues or problems with the service, we are committed to addressing and resolving these concerns in a fair and timely manner.
16.2 Reporting Issues - Clients experiencing problems with the service are encouraged to promptly report the issue to our customer support team. Detailed information about the issue, including relevant documents and any error messages, will aid in the investigation and resolution process.
16.3 Investigation & Resolution - Upon receipt of an issue report, the Company will undertake a thorough investigation to identify the root cause of the problem. The Company will make reasonable efforts to rectify the issue and provide a resolution within a reasonable timeframe, keeping the client informed of the progress.
16.4 Client Legal Rights - Clients' legal rights and remedies in relation to problems with the service are governed by applicable consumer protection laws and regulations in the relevant jurisdiction. Clients retain the right to seek remedies available under the law if the service does not meet the agreed-upon standards or if there are breaches of the terms and conditions.
16.5 Limitation of Liability - The Company's liability for problems with the service is subject to the terms outlined in the "Limitation of Liability" section of the terms and conditions.
16.6 Dispute Resolution - In the event of a dispute arising from problems with the service, both parties agree to attempt to resolve the dispute through negotiations and discussions. If a resolution cannot be reached through negotiations, the dispute shall be subject to the dispute resolution mechanisms outlined in the "Dispute Resolution" section of the terms and conditions.
16.7 Feedback & Improvement - Client feedback on problems with the service is valuable to us. It helps us improve our services and address any shortcomings in our processes. We appreciates clients who provide constructive feedback and suggestions for improvement.
16.8 Severability - If any provision of this "Problem with the Service and Client Legal Rights" section is deemed invalid or unenforceable, the remaining provisions shall remain in full force and effect.
17. Limitation of Liability
17.1 Exclusion of Consequential and Indirect Damages - Taxeezy Limited ("Company") shall not be liable for any indirect, consequential, incidental, or special damages arising out of or in connection with the tax return service provided.
17.2 Maximum Liability - The maximum liability of the Company for any claims, damages, or losses arising from the tax return service, whether in contract, tort, or otherwise, shall be limited to the total fees paid by the client for the specific tax return service in question.
17.3 No Liability for Third-Party Actions - The Company shall not be liable for any damages, losses, or liabilities arising from the actions, omissions, or conduct of third parties, including but not limited to government authorities, financial institutions, or other service providers.
17.4 No Guarantee of Outcomes – Taxeezy Limited makes no guarantees or warranties regarding specific tax outcomes, refunds, or legal consequences resulting from the tax return service. Clients acknowledge that tax laws and regulations can be complex and subject to change.
17.5 Assumption of Risk - Clients assume all risks associated with the accuracy and completeness of the information provided for tax return preparation. Taxeezy Limited shall not be liable for any inaccuracies or errors in the information provided by the client.
17.6 Force Majeure – Taxeezy Limited shall not be liable for any failure to perform its obligations under the terms and conditions if such failure is due to causes beyond its reasonable control, including but not limited to acts of nature, government actions, and technical failures.
17.7 No Waiver of Rights - The limitations of liability outlined in this section do not limit or exclude any statutory rights that clients may have under applicable laws.
18. Communication and Contact Details
18.1 If you wish to contact Us with general questions or complaints, you may contact Us by telephone at 0330 320 9518 , by email at [email protected] , or by post at Milton Keynes Business Centre, Foxhunter Drive, Linford Wood, Milton Keynes, MK14 6GD.
19. Other Important Terms
19.1 We may transfer (assign) Our obligations and rights under these Terms of Service (and under the Contract, as applicable) to a third party (this may happen, for example, if We sell Our business). If this occurs, you will be informed by Us in writing. Your rights under these Terms of Sale will not be affected and Our obligations under these Terms of Sale will be transferred to the third party who will remain bound by them.
19.2 You may not transfer (assign) your obligations and rights under these Terms of Sale (and under the Contract, as applicable) without Our express written permission.
19.3 The Contract is between you and Us. It is not intended to benefit any other person or third party in any way and no such person or party will be entitled to enforce any provision of these Terms of Sale.
19.4 If any of the provisions of these Terms of Sale are found to be unlawful, invalid or otherwise unenforceable by any court or other authority, that / those provision(s) shall be deemed severed from the remainder of these Terms of Sale. The remainder of these Terms of Sale shall be valid and enforceable.
19.5 No failure or delay by Us in exercising any of Our rights under these Terms of Sale means that We have waived that right, and no waiver by Us of a breach of any provision of these Terms of Sale means that We will waive any subsequent breach of the same or any other provision.
19.6 We may revise these Terms of Sale from time to time in response to changes in relevant laws and other regulatory requirements.
20. Law and Jurisdiction
20.1 These Terms of Sale, and the relationship between you and Us (whether contractual or otherwise) shall be governed by, and construed in accordance with the law of England & Wales.
20.2 If you are a consumer, you will benefit from any mandatory provisions of the law in your country of residence. Nothing in Sub-Clause 12.1 above takes away or reduces your rights as a consumer to rely on those provisions.
20.3 If you are a consumer, any dispute, controversy, proceedings or claim between you and Us relating to these Terms and Conditions, or the relationship between you and Us (whether contractual or otherwise) shall be subject to the jurisdiction of the courts of England, Wales as determined by your residency.
Last updated: June 11th 2024
