Auditax Terms and Conditions

Provider: AUDITAX SERVICES LIMITED Company number: 15756288 (England and Wales) Registered office: 30 Welbeck Street, London, W1G 8ER, United Kingdom Service: the website auditax.pro and the Auditax tax preparation platform

Version: 1.0 Effective date: 3 August 2026 Last reviewed: 3 August 2026

1. About these Terms

These Terms and Conditions ("Terms") govern your access to and use of the Auditax website, software platform and related services (together, the "Service") provided by AUDITAX SERVICES LIMITED ("Auditax", "we", "us", "our").

By creating an account, accessing the Service or instructing us to prepare, review or submit a tax return or a periodic update, you accept these Terms and enter into a binding agreement with us. If you do not accept them, you must not use the Service.

These Terms apply together with:

• the Privacy Policy at https://auditax.pro/privacy-policy;
• the cookie provisions of the Privacy Policy (a separate Cookie Notice will be published if additional cookie categories are introduced);
• your Order Confirmation, which sets out the plan, jurisdiction, tax period and fees;
• any Engagement Letter or Scope Confirmation issued for your matter;
• any jurisdiction specific annex, including the United Kingdom Annex (Schedule 1) and the Switzerland Annex (Schedule 2).

Where there is conflict, the order of precedence is: the Engagement Letter, then the applicable jurisdiction annex, then these Terms, then the Order Confirmation, then any other material. The Privacy Policy prevails on all matters of personal data protection.

2. Definitions

Account means your registered access to the Service. Authorised Professional means a tax professional authorised in the relevant jurisdiction who reviews, signs off or files your return where the law requires it, including a United Kingdom authorised agent and a Swiss fiduciary authorised in the Canton of Ticino. Authority means HM Revenue & Customs in the United Kingdom, and the competent federal, cantonal or municipal tax authority in Switzerland. Client Materials means all documents, files, figures, answers, confirmations and instructions you supply to the Service. Dossier means the structured tax file we produce from your Client Materials, including extracted figures, calculations, verification results and the audit trail linking each figure to its source. Filing means the transmission of a return, declaration, periodic update, amendment or claim to an Authority. Output means the Dossier, drafts, calculations, checks, reports and Filings produced through the Service. Workspace means a jurisdiction specific environment within your Account, currently United Kingdom or Switzerland.

3. Eligibility and capacity

You may use the Service only if you are at least 18 years old and have the legal capacity to enter into a contract. You must use the Service in your own name, or on behalf of a person or entity you are duly authorised to represent, in which case you warrant that you hold that authority and that you accept these Terms on that person's behalf as well as your own.

We may refuse to open an Account, or may close one, where eligibility cannot be established, where verification fails, or where acceptance would breach law, sanctions or our compliance obligations.

4. Account, credentials and security

You must provide accurate registration information and keep it current. You are responsible for all activity under your Account.

You must keep your credentials confidential, enable multi factor authentication where offered, use a secure device and email account, and notify us immediately at security@auditax.pro of any suspected unauthorised access.

We may suspend an Account immediately where we detect or reasonably suspect compromise, fraud, abuse or a security risk, and we will notify you as soon as practicable.

One Account may hold both a United Kingdom Workspace and a Switzerland Workspace. Each Workspace is treated as a separate engagement, with its own scope, fees, deadlines and applicable annex.

5. What the Service is, and what it is not

5.1 What the Service does

The Service collects your Client Materials, reads and organises them, applies deterministic rules to calculate and verify figures, builds a Dossier in which every figure is traceable to its source, presents the result for your review and approval, and, on your instruction, files with the competent Authority. Where the law requires it, an Authorised Professional reviews and signs off before Filing.

5.2 What the Service is not

Unless expressly agreed in writing in an Engagement Letter, the Service does not include:

• bespoke tax planning, structuring or optimisation advice;
• legal, investment, pension, accounting, audit, immigration or residency advice;
• representation in an enquiry, audit, investigation, objection, appeal or litigation;
• bookkeeping, payroll operation, VAT compliance, corporate tax, trust or estate compliance;
• determination of your tax residence or domicile, which you must confirm to us;
• transfer pricing, cross border structuring, crypto asset valuation or any specialist valuation;
• assessment of taxes, duties or contributions outside the scope stated in your Order Confirmation;
• any advice or work relating to a jurisdiction for which you have not activated a Workspace.

Where a matter falls outside scope, we will tell you and, where we can, propose a separate engagement or refer you to an appropriately qualified adviser. Nothing in the Service creates a relationship of solicitor and client, and no communication from the Service constitutes legal advice.

5.3 Regulatory position

Auditax provides software and tax preparation support. Where a Filing or sign off must in law be made by an authorised person, it is performed by an Authorised Professional, who may act as our subcontractor or under a direct engagement with you, as stated in your Engagement Letter. Auditax does not hold itself out as a statutory auditor and does not perform audit or assurance engagements.

6. Scope, plans and Order Confirmation

The scope of each engagement is defined by the tax situations listed in your Order Confirmation. If your circumstances include an item outside the plan you selected, for example additional trades, property income, foreign income, capital transactions, complex reliefs or an amendment to a prior period, we will notify you and either issue a revised quotation or decline the item. Work on an out of scope item begins only after you accept the revised fee in writing.

We may decline or discontinue an engagement where the matter is materially more complex than disclosed, where required information is missing, where the position appears to be unlawful or artificial, or where continuing would place us in breach of a professional or legal obligation.

7. Your responsibilities

You are responsible, at all times, for:

1. Completeness and accuracy. Supplying complete, accurate and timely Client Materials, including all sources of income, gains, assets, deductions and reliefs, whether domestic or foreign.
2. Disclosure. Telling us about any prior enquiry, penalty, disclosure, dispute, unusual transaction or matter that could affect your position.
3. Review and approval. Reviewing the Dossier and every figure and its source before approving it. Approval is your confirmation that the return is, to the best of your knowledge, correct and complete.
4. Authorisations. Completing any authorisation required to connect your Account to an Authority, including the HMRC authorisation, and maintaining it while the engagement is live.
5. Deadlines. Supplying materials and approvals by the internal cut off dates we notify. We are not responsible for a missed statutory deadline caused by late materials, late approval, a withheld authorisation or an unresolved query.
6. Payment. Paying fees when due.
7. Legal responsibility for the return. The return remains your return. The legal obligation to file correctly and to pay the tax due rests with you and cannot be transferred to us.
8. Third party data. Ensuring you are entitled to provide any personal data of third parties contained in your Client Materials, as set out in the Privacy Policy.
9. Retention. Keeping your own copies of the underlying records for the statutory period.

We rely on your Client Materials without independent verification unless the engagement expressly provides otherwise. We are not liable for an error, penalty, interest charge or lost relief that results from information you did not provide, provided late, or provided incorrectly.

8. Nothing is filed without your approval

No Filing is made until you have approved the relevant Output in the Service and, where required, an Authorised Professional has signed it off. Your approval is recorded with a timestamp and forms part of the Dossier.

Once a Filing has been transmitted, it cannot be recalled. A change must be made by amendment or correction with the Authority, which may attract additional fees, and both the original and the amended version are retained in the Dossier.

You must not instruct a Filing that you know or suspect to be incorrect, incomplete or misleading. We will refuse such an instruction and may terminate the engagement.

9. Fees, payment and suspension

9.1 Fees

Fees are those stated in your Order Confirmation or in the current prices shown in the Service before purchase. Unless stated otherwise, fees are exclusive of value added tax, Swiss VAT, and any Authority fee, penalty, interest or third party charge, all of which remain your responsibility.

9.2 Payment terms

Plan fees are payable in full, in advance, at checkout, per Workspace and per tax period, as stated in your Order Confirmation. Additional or out of scope work is payable on acceptance of the revised quotation.

Invoices are payable within 14 days of the invoice date, by the payment methods offered in the Service. Payment is processed by our payment provider; we do not store full card details.

9.3 Late payment

If payment is not received when due, we may, after giving notice, suspend access to the Service and pause all work, including work with an approaching deadline, until the account is settled. Suspension for administrative reasons does not extend any statutory deadline and does not relieve you of your filing obligations. We may charge interest on overdue sums at 4% per annum above the Bank of England base rate and recover reasonable costs of collection. Where the law entitles us to statutory interest and compensation on a commercial debt, we may claim it.

9.4 Renewal and price changes

Subscription plans renew automatically for successive periods unless cancelled before the end of the current period. We will give at least 30 days' notice of a price change taking effect at the next renewal. If you do not accept it, you may cancel before the renewal date.

9.5 Refunds

Except where a statutory right applies under Section 10, or where we have failed to deliver a service you have paid for, fees are non refundable once the work to which they relate has been performed. Where we terminate for convenience under Section 18.2, we refund the unused portion of a prepaid period on a pro rata basis.

10. Consumer cancellation rights

If you are a consumer contracting at a distance, you have a statutory right to cancel within 14 days of entering into the contract, without giving a reason.

By requesting that we begin work during the cancellation period, which is what happens when you start building a Dossier or ask us to prepare or file a return, you consent to immediate performance and acknowledge that:

• if you cancel after performance has begun but before it is complete, you must pay for the work performed up to cancellation, calculated proportionately;
• once the service has been fully performed at your request, for example once a Filing has been made, the right to cancel is lost.

To cancel, notify us at support@auditax.pro or use the cancellation form in the Service. Statutory consumer rights that cannot be excluded by law are not affected by these Terms. Swiss consumers should also refer to Schedule 2.

11. Compliance, verification and condition precedent

Acceptance of any engagement is conditional on satisfactory completion of our client due diligence, including identity verification, sanctions, politically exposed person and adverse media screening, and, where required, source of funds or source of wealth checks.

You must provide the information and documents we request, promptly and accurately, and must notify us of any material change.

Where due diligence cannot be completed, where information provided proves false or materially incomplete, where screening produces a result we cannot accept, or where continuing would expose us to legal or regulatory risk, we may decline or terminate the engagement immediately. In that case:

• fees for work already performed remain payable;
• where an undisclosed serious issue forces cancellation, we may retain 50% of any setup or onboarding fee as compensation for work performed and resources committed.

We are subject to anti money laundering and reporting obligations. Where we are required to make a report, we are prohibited by law from informing you and may be unable to explain a suspension or refusal.

12. Acceptable use

You must not:

1. use the Service for any unlawful purpose, including tax evasion, fraud, money laundering, sanctions evasion or the concealment of income or assets;
2. submit false, forged, altered or misleading documents or figures;
3. impersonate another person or use the Service on behalf of someone without authority;
4. upload malware, or attempt to breach, probe, overload or circumvent the security or access controls of the Service;
5. reverse engineer, decompile, copy, scrape or create derivative works from the Service, or use it to build a competing product, except to the extent such restriction is prohibited by law;
6. use automated means to extract data from the Service other than through an interface we provide for that purpose;
7. resell, sublicense or provide the Service to third parties, or use it to prepare returns for third parties as a business, unless we have granted written professional or partner access;
8. share credentials, or allow access by anyone other than you and persons you have authorised in the Service;
9. upload material that is not necessary for the tax matter, or that infringes the rights of a third party.

Breach of this Section may result in immediate suspension or termination, and where relevant in a report to the competent authority.

13. Licence and intellectual property

13.1 Our rights

The Service, including its software, rules engine, extraction logic, templates, checks, interfaces, documentation, trade marks, the AUDITAX name and logo, and all related intellectual property, belongs to us or our licensors. Nothing in these Terms transfers ownership to you.

13.2 Your licence

We grant you a limited, non exclusive, non transferable, revocable licence to access and use the Service for your own tax affairs, or the tax affairs of the person you are authorised to represent, for the duration of your engagement and in accordance with these Terms.

13.3 Your Client Materials

You retain all rights in your Client Materials. You grant us a licence to host, process, read, extract from, transform, transmit and store them as necessary to provide the Service, to comply with our legal obligations, and to defend legal claims, in accordance with the Privacy Policy.

13.4 Output

Subject to payment of the applicable fees, you may use the Dossier and other Output for your own tax, financial and legal purposes, including providing it to an Authority, a lender, an adviser or an auditor. The underlying software, rules and templates remain ours.

13.5 Anonymised data and improvement

We may use anonymised and aggregated data derived from use of the Service to operate, secure, test and improve it, and to produce statistics. Such data does not identify you. We do not use your Client Materials or Dossier content to train third party general purpose models, as set out in the Privacy Policy.

13.6 Feedback

If you send us suggestions or feedback, you grant us a perpetual, irrevocable, royalty free right to use them without restriction or obligation to you.

14. Availability, changes and support

We aim to keep the Service available but do not guarantee uninterrupted availability. We may carry out planned maintenance, and will give reasonable notice where practicable, and may perform emergency maintenance without notice.

Availability may be affected by matters outside our control, including Authority systems and interfaces, third party providers, connectivity and force majeure events under Section 20. A failure or change in an Authority interface, including the HMRC Making Tax Digital interface, may prevent or delay a Filing. Where that happens we will notify you and, where possible, propose an alternative filing route.

We may change, add to or discontinue features. We will not make a change that materially reduces the core functionality of a plan during a paid period without notifying you and offering, at your choice, continued service or a pro rata refund of the unused portion.

Support is provided through the messaging features of the Service and at support@auditax.pro; response targets are published in the Service. Support is not a substitute for tax advice.

15. Third parties, connections and Authorised Professionals

The Service integrates with third party systems, including Authority interfaces and any accounting, payroll or banking connection you enable. Those connections operate under your authorisation and under the third party's own terms. We are not responsible for the availability, accuracy or acts of a third party system, nor for the consequences of you revoking an authorisation.

Where an Authorised Professional is engaged in your matter, we will identify them. Where the Authorised Professional acts under a direct engagement with you, their own terms, professional rules and liability arrangements apply to their work, and our liability does not extend to their professional judgement. Where they act as our subcontractor, we remain responsible for their performance of the contracted work, subject to Section 17.

16. Warranties and disclaimers

We warrant that we will provide the Service with reasonable care and skill, using appropriately competent personnel, and in accordance with applicable law and professional standards.

To the extent permitted by law, and without affecting the statutory rights of consumers, we do not warrant that:

• the Service will be uninterrupted, error free or free of defects;
• automated reading of documents will be complete or free of extraction error, which is precisely why every figure is presented with its source for your review;
• any particular tax outcome, refund, relief, allowance or treatment will be achieved or accepted by an Authority;
• an Authority will not open an enquiry, raise an assessment or impose a penalty or interest;
• the Service is suitable for a tax situation outside the scope stated in your Order Confirmation.

Guidance, examples, deadline reminders, articles and calculators made available on the website are general information only and are not advice on your circumstances.

17. Liability

17.1 Liability we do not exclude

Nothing in these Terms excludes or limits our liability for death or personal injury caused by our negligence, for fraud or fraudulent misrepresentation, for any liability that cannot lawfully be excluded or limited, or, where you are a consumer, for any statutory right that cannot be excluded.

17.2 Exclusions

Subject to Section 17.1, we are not liable for:

• tax, duty, contribution, interest, surcharge or penalty that you would have owed in any event, or that arises from information you did not disclose, disclosed late or disclosed incorrectly;
• a missed deadline caused by late Client Materials, late approval, an unresolved query, a withheld or revoked authorisation, or non payment;
• an error in an Output that you approved and that was traceable to a source figure you were able to review;
• loss of profit, revenue, business, goodwill, anticipated savings, opportunity or reputation;
• indirect or consequential loss;
• loss or corruption of data to the extent caused by your act or omission, or by a third party system;
• the acts, omissions, systems or professional judgement of an Authority or of a third party, including an Authorised Professional engaged directly by you.

17.3 Cap

Subject to Section 17.1, our total aggregate liability arising out of or in connection with the engagement, whether in contract, tort including negligence, breach of statutory duty or otherwise, is limited to the greater of:

(a) the total fees paid by you to us for the Service in the 12 months preceding the event giving rise to the claim; and (b) GBP 5,000.

17.4 Business users

If you are not a consumer, the limitations in this Section apply in full, and you acknowledge that they are reasonable given the fees charged and the availability of insurance.

17.5 Time limit

Subject to Section 17.1, any claim must be notified to us in writing within 12 months of the date on which you became aware, or ought reasonably to have become aware, of the circumstances giving rise to it.

17.6 Professional indemnity insurance

We maintain professional indemnity insurance. Details of cover are available on request.

18. Suspension and termination

18.1 By you

You may terminate a Workspace engagement at any time by notice in the Service. Termination takes effect at the end of the current paid period unless you have a statutory cancellation right under Section 10. Fees for work performed up to termination remain payable, and work in progress is stopped. Filing obligations remain yours.

18.2 By us for convenience

We may terminate an engagement on 30 days' written notice, refunding the unused portion of any prepaid period on a pro rata basis and, where practicable, providing your Dossier in a portable form.

18.3 By us with immediate effect

We may suspend or terminate immediately where you materially breach these Terms, where you fail to pay after notice, where Section 11 applies, where you instruct a Filing we consider incorrect or unlawful, where you behave abusively toward our personnel, or where continuing would breach law or a professional obligation.

18.4 Consequences

On termination, your licence ends and access to the Service ceases, subject to a read only or export window of 30 days where lawful and practicable. We retain your data for the periods set out in the Privacy Policy, in particular the tax and anti money laundering retention periods, and we will provide a copy of your Dossier and source documents on request, subject to payment of outstanding fees. Sections on fees, intellectual property, liability, confidentiality, governing law and any provision intended to survive continue in force.

19. Confidentiality

Each party must keep confidential the other's non public information, use it only for the purposes of the engagement, and protect it with no less care than it applies to its own confidential information. This does not apply to information that is public through no breach, independently developed, or required to be disclosed by law, an Authority, a court or a regulator. Our professional confidentiality obligations, and those of any Authorised Professional, apply in addition, and are subject to mandatory reporting obligations.

20. Force majeure

Neither party is liable for a failure or delay caused by an event beyond its reasonable control, including act of God, fire, flood, epidemic, war, civil unrest, terrorism, cyber attack, strike, failure of a utility, telecommunications or internet provider, failure or unavailability of an Authority system, sanction, embargo or change of law. The affected party must notify the other and use reasonable efforts to mitigate. If the event continues for more than 60 days, either party may terminate the affected engagement without liability, subject to payment for work performed.

21. Data protection

Each party will comply with applicable data protection law. Our processing of personal data is described in the Privacy Policy at https://auditax.pro/privacy-policy, which forms part of these Terms. Where we act as processor on your behalf, the applicable data processing terms are available on request from privacy@auditax.pro.

22. Communications and notices

We communicate with you by email, through the Service and, where you request it, by telephone. You consent to receiving contractual notices, including notices of change, invoices and approval requests, electronically. You must keep a monitored email address on file. Email is not fully secure, and where practicable we will exchange sensitive documents through the Service rather than by email.

Formal notices to us must be sent to support@auditax.pro and, where a Section requires it, also by post to our registered office. A notice is deemed received on the next working day after sending by email, or two working days after posting.

Our working language is English. Interface and documents may be provided in Italian, French or German for convenience; in the event of divergence, the English version of these Terms prevails, except where mandatory consumer law provides otherwise.

23. Complaints

If you are dissatisfied, contact support@auditax.pro with the details. We will acknowledge within 5 working days and respond substantively within 20 working days, or explain any delay. If we cannot resolve the matter, you may pursue the remedies available under Section 26. Complaints about personal data may also be taken to the ICO or the EDÖB, as set out in the Privacy Policy.

24. Changes to these Terms

We may amend these Terms to reflect changes in law, regulation, professional requirements, the Service or our commercial arrangements. We will give at least 30 days' notice of a material change by email or in the Service, unless a shorter period is required by law or to address a security or legal risk. Continued use after the effective date constitutes acceptance. If you do not accept a material change, you may terminate before it takes effect, with a pro rata refund of any unused prepaid period. The current version is always available at https://auditax.pro/terms.

25. General

Entire agreement. These Terms and the documents listed in Section 1 constitute the entire agreement and supersede any prior representation, except in the case of fraud. Assignment. You may not assign or transfer your rights without our written consent. We may assign or transfer to an affiliate or in connection with a reorganisation, financing or sale of the business, without reducing your rights. Subcontracting. We may subcontract, including to an Authorised Professional or a service provider, and remain responsible for subcontracted work except as stated in Section 15. No partnership. Nothing creates a partnership, joint venture, agency or employment relationship, other than any tax agent authorisation you expressly grant. Severance. If a provision is held invalid, the remainder continues in force and the invalid provision is modified to the minimum extent necessary. No waiver. Failure to enforce a right is not a waiver of it. Third party rights. No person other than you and us has a right to enforce these Terms, except that an Authorised Professional may rely on Sections 15, 16, 17 and 19 in respect of work performed on your matter. Survival. Provisions intended to survive termination do so.

26. Governing law and jurisdiction

These Terms and any dispute arising out of them are governed by the laws of England and Wales.

The courts of England and Wales have exclusive jurisdiction, except that:

• if you are a consumer resident in Switzerland or in the European Economic Area, you retain the benefit of any mandatory consumer protection of your country of residence, and you may bring proceedings in the courts of your place of residence;
• either party may seek injunctive relief in any competent jurisdiction to protect its intellectual property or confidential information.

Schedule 1: United Kingdom Annex

1. Scope. Personal income tax under Making Tax Digital, covering the tax situations listed in your Order Confirmation, which currently include PAYE employment with one simple sole trade, United Kingdom bank interest, dividends and pension income, quarterly updates and the annual declaration.
2. HMRC authorisation. You complete the authorisation connecting your Account to HMRC yourself. We cannot prepare or submit without a valid, subsisting authorisation. Revoking it will interrupt the Service and may cause a missed deadline, for which we are not responsible.
3. Agent status. Where a Filing or sign off requires an authorised agent, it is made by an Authorised Professional identified in your Engagement Letter.
4. Deadlines. Statutory deadlines, including the self assessment filing and payment dates and the Making Tax Digital quarterly update dates, are your responsibility. We will notify internal cut off dates in advance of each deadline. Materials received after a cut off date may not be processed in time.
5. Records. You must retain your underlying records for at least 5 years after the 31 January filing deadline for a self employed taxpayer, or 22 months after the end of the tax year otherwise, in line with HMRC requirements.
6. Penalties and interest. HMRC penalties, interest and points under the Making Tax Digital penalty regime remain your liability, subject to Section 17.
7. Out of scope. Corporation tax, VAT, PAYE operation, capital gains reporting on residential property within the 60 day window, trusts, estates, partnerships, non resident landlord matters, remittance basis claims and enquiry representation are out of scope unless expressly agreed.
8. Anti money laundering. We are subject to the Money Laundering Regulations and, where applicable, supervision as required for our activities; details of our supervisory arrangements are available on request.

Schedule 2: Switzerland Annex

1. Scope. Federal, cantonal and municipal personal income and wealth tax, starting with the Canton of Ticino, covering the situations listed in your Order Confirmation.
2. Fiduciary review. Your return is reviewed and signed off by an Authorised Professional who is an authorised fiduciary in the relevant canton. That review is a condition of Filing where the law requires it.
3. Deadlines and extensions. Cantonal filing deadlines and any extension request are handled as stated in your Order Confirmation. Where an extension is available, we will request it on your instruction. Cantonal fees for extensions are yours.
4. Cantonal variation. Rules, forms, deductions and deadlines vary by canton and municipality. The Service supports only the cantons stated in the Order Confirmation. We are not responsible for a matter arising in an unsupported canton.
5. Records. You must retain supporting records for the periods required by federal and cantonal law, and in any event for at least 10 years where commercial book keeping rules apply to you.
6. Language. Cantonal correspondence may be in Italian, French or German. Translations we provide are for convenience, and the version in the official cantonal language prevails.
7. Consumers. Mandatory Swiss consumer protection provisions apply in your favour where they cannot be excluded by contract.
8. Out of scope. Withholding tax reclaims beyond those stated, lump sum taxation rulings, corporate tax, VAT, social security and pension optimisation, real estate gains tax and objection or appeal procedures are out of scope unless expressly agreed.