1. Mutual Confidentiality

1.1 Definition of Confidential Information
“Confidential Information” refers to all non-public information disclosed by one party (“Discloser”) to the other party (“Recipient”), whether orally or in writing, that is designated as confidential or that should reasonably be understood as confidential given the nature of the information and the circumstances of disclosure.

TaxFlex’s Confidential Information includes, but is not limited to, the Service itself, user interface design and layout, and pricing details.

1.2 Protection of Confidential Information
The Recipient agrees to:

• Use the same level of care to protect the Confidential Information as it does to protect its own confidential information (but no less than reasonable care).
• Not disclose or use any Confidential Information for purposes outside the scope of this agreement.
• Limit access to Confidential Information to employees or contractors who need it for service-related purposes and who are bound by confidentiality agreements with terms no less strict than those in this agreement.

1.3 Exclusions
Confidential Information does not include information that:

• Becomes publicly available without breaching any obligation.
• Was known to the Recipient before disclosure without breaching confidentiality.
• Is received from a third party without any confidentiality breach.
• Is independently developed without using or accessing the Confidential Information.

If legally required to disclose Confidential Information, the Recipient must provide the Discloser with advance notice (where legally permissible) to allow for a protective order.

2. Scope and Updates to These Terms
These Terms of Service (“Terms”) govern your use of TaxFlex Pro and any related add-ons or services provided by TaxFlex Ltd (“TaxFlex,” “we,” “us”). These Terms apply to all subscribed services and may be updated periodically. Continued use of the Services confirms your acceptance of any updates.

TaxFlex Ltd is registered in England and Wales under Company Number 13936504 with its business and registered address at:
Unit B, Formal Tailors 1885 Ltd, Roseville Road, Leeds, England, LS8 5DR.

These Terms apply when using any TaxFlex service, whether on a trial basis, through a paid subscription (weekly, monthly, annually), or as a one-off service via our website www.taxflex.co.uk.

3. Fair Usage Policy
TaxFlex expects clients to use services in a reasonable and proportionate manner compared to other service users. We reserve the right to determine what constitutes “Fair Usage” based on individual circumstances

4. TaxFlex Pro Package
4.1 Services Included

• VAT Returns – Preparation and submission to HMRC.
• Self-Assessment Tax Return – Preparation and submission to HMRC for basic income sources such as courier work, employment, pensions, and dividends. Additional charges apply for rental income, capital gains, and other income sources.
• Late submissions (past the HMRC deadline) for Self-Assessment and VAT Returns will incur additional charges. These will be quoted and agreed upon before work commences.
• VAT Registration – Submission of VAT registration application to HMRC using the information provided by the client. TaxFlex is not liable for incorrect information provided by the client.
• Self-Assessment Registration – Submission of self-employment registration with HMRC. TaxFlex is not liable for incorrect information provided by the client.
• Routine HMRC Correspondence Handling – Excludes full or aspect tax enquiries.

5. Accountancy Advice
TaxFlex provides advice only to registered clients. In certain cases, with your consent, we may refer you to third parties for specialised support.

6. Client Responsibilities
Clients must:

• Cooperate with TaxFlex and follow all reasonable instructions related to service delivery.
• Provide accurate and complete information required for service fulfilment.
• If VAT registered, create an HMRC Business Tax Account, enrol for Making Tax Digital (MTD), and authorise TaxFlex as the online filing agent.

Provide all required information on time:

• For VAT Returns: full and complete information must be provided at least three weeks before the deadline to ensure accurate and timely submission.
• For Self-Assessment Tax Returns: full and complete information must be provided at least one month before the deadline.
• If information is not provided within these timeframes, we cannot guarantee that submissions will be completed on time.

Clients must NOT:

• Use services for illegal activities.
• Hack, disrupt, or interfere with TaxFlex services.
• Resell or copy any part of the service.
• Offer anything of value to TaxFlex employees in relation to services provided.

Failure to comply with these obligations may result in account termination.

7. Charges and Payments
7.1 Subscription Fees

• Charges are payable weekly, monthly, or annually in advance.
• Prices are listed in GBP (£) and exclude VAT (not payable).
• Payments must be made via Direct Debit.

7.2 Additional Charges & Payment Methods

• Charges apply for add-on services beyond standard offerings.
• Clients must agree to additional service charges before work begins.
• Payments for add-ons can be made via secure payment links or bank transfer, as approved by TaxFlex.

7.3 Late Payments & Service Suspension

• If payments are overdue, TaxFlex reserves the right to suspend services and restrict access until the outstanding balance is paid.
• If payment remains outstanding, TaxFlex may permanently close the account and restrict access to accounting data.

8. Client Referral Scheme (Refer-a-friend)

• Referrers must complete the referral form with the referrals name and contact details
• New clients must declare their referrer during sign-up.
• Referrals must be for individuals unknown to TaxFlex.
• Referral payouts commence one month after the referred client’s account activation, provided that the new client has paid the joining fee and been a paying customer for at least four weeks.
• The new client will also receive a cashback of £35 after they have paid the joining fee and remained a paying customer for at least four weeks.

9. Anti-Money Laundering (AML) Compliance
TaxFlex complies with:

• The Money Laundering, Terrorist Financing, and Transfer of Funds (Information on the Payer) Regulations 2017
• The Proceeds of Crime Act 2002
• The Terrorism Act 2000

Identity verification checks will be conducted before and during the service period. A soft credit footprint may be placed on your credit file but will not impact your credit rating.

If we are unable to verify your identity, we reserve the right to deny service.

10. Termination
10.1 Termination by TaxFlex
We may immediately cancel your account if:

• You fail to pay fees.
• You are abusive to staff.
• You excessively use services beyond reasonable limits.
• You become uncontactable despite multiple attempts.
• You frequently miss deadlines or contractual obligations.
• You cease to be a UK tax resident.

Otherwise, we will provide up to one month’s notice before closing your account.

10.2 Termination by Client

• Upon leaving, we will calculate work completed, payments made, and any refund or outstanding balance due.
• A non-refundable admin fee of £50 applies to account closures.

11. Legal Disclaimer
While TaxFlex assists with tax-related matters, clients remain responsible for their own tax obligations, liabilities, interest, penalties, and any losses arising from incorrect or incomplete data provided.

Final Notes
This agreement constitutes the entire understanding between TaxFlex and the client. If any part of these Terms is found to be invalid, the remainder remains enforceable.

By using our services, you agree to these Terms.

For any queries, contact us via www.taxflex.co.uk.