Terms of use

You must be at least 18 and able to enter a contract. By using TaxMate you agree to these terms. TaxMate helps UK self-employed users and directors keep bookkeeping records, estimate selected Self Assessment and Corporation Tax amounts and create summaries or working-paper exports. TaxMate does not file statutory accounts, CT600 returns or Companies House accounts. You are responsible for lawful and accurate input, protecting your account and devices, keeping suitable backups, reviewing calculations and meeting deadlines. Do not upload unlawful content, malware or information you lack authority to use.

Free costs £0 and provides the core functions shown in the Free plan. Plus costs £3.99 per month or £29.99 per year and adds multiple businesses, receipt photos, Receipt Pack PDF, mileage comparison and the PDF tax report. Pro includes Plus, Partner Sync, the SA104 partnership working paper, MTD quarterly record preparation and one active Limited Company. Limited Company creation, editing, posting, calculation, restore and outbound cloud writes require effective Pro access. The approved Pro prices are the launch price of £9.99 per month, the standard monthly price of £11.99 per month and £99.99 per year. Paid or Founder-promotion Pro resolves to the same effective Limited Company access.

Before payment, Checkout shows the selected final price, renewal interval, included plan and payment method. Stripe Tax is off and no VAT amount is added to the listed price. Paid subscriptions renew until cancelled. A future price change applies only as disclosed for a future billing period. During the launch promotion, the monthly Pro plan displays the standard price of £11.99 struck through beside the £9.99 launch price; this comparison identifies the approved standard and launch prices and does not claim that a customer was previously charged £11.99.

Cancel through Manage subscription or contact support. Stopping renewal is separate from requesting a refund; the already paid period remains available. Download paid PDF reports before their features end and keep a Full Backup ZIP. Other valid Plus or Pro grants retain whole-account history. If you remain Free, historical records are kept through 5 April at the end of the UK tax year in which paid access ended, then deleted from 6 April; new-year Free records and shared data needed by other members remain protected. Later payment does not recover deleted history. For an applicable distance service contract, consumers normally have 14 days after the day of contract formation to cancel; missing required information can extend this. An express early-start request is recorded separately: mere use does not waive cancellation rights. Lawful proportionate charges for services supplied before cancellation apply only where the statutory request and information conditions were met. Applicable cancellation refunds are made without undue delay, within the legal deadline, normally by the original payment method without a refund fee. Service-quality remedies and other mandatory rights are separate and unaffected. Contact support with any clear cancellation statement. We record receipt, review, provider submission and provider confirmation separately. Outside legal and contractual obligations, additional full, partial or declined refunds are decided individually, with no automatic extra refund promise. A successful full refund removes its corresponding funded entitlement, not unrelated valid plans or later paid periods. A partial refund does not automatically change access. Your payment provider or issuer controls when confirmed funds appear.

Plus to Pro: before you confirm, we show the actual difference, credit for paid unused time, effective time and next payment. Pro applies only after successful difference payment. Unpaid or previously credited time is not credited again. Pro to Plus: the paid Pro period continues to its end, then the same subscription renews as Plus. No overlapping subscription is opened for that change. Your existing billing interval is retained; complex subscriptions require individual support review. If payment fails, unexpired funded access and other valid grants remain. No extra free grace period is added; the unpaid expired tier ends without early deletion of your records.

A valid TaxMate promotion grants fixed-period or permanent Plus or Pro access. It requires no card, creates no Stripe subscription and never starts an automatic charge by itself. A fixed campaign ends at its stated expiry even if redeemed later. Disabling a code stops future redemptions but does not cancel grants already redeemed. A specific revocation is separate. TaxMate applies the highest active paid or promotional tier. When a fixed promotion ends, the same paid-feature and tax-year retention rules apply; download paid reports and make a backup before access ends.

TaxMate provides planning estimates and working aids, not tax, accounting or legal advice. It does not file Self Assessment returns, MTD updates, statutory accounts, CT600 Corporation Tax returns or Companies House accounts, is not HMRC submission software and is not affiliated with HMRC or Companies House. Exports are not official filings or proof that an authority will accept a treatment. Verify important figures with current guidance or a qualified adviser.

Google Sign-In is available on Web and Android. Sign in with Apple is available only when it is displayed in a supported iOS version. Use only the sign-in options displayed in your version of TaxMate. A partnership code grants access to shared records, so share it only with an intended partner. Members can see shared records; new collaboration and write actions require Pro. If Pro ends, authorised historical access remains but new Pro-only collaboration stops. Account deletion removes your membership; records remain for other members and are deleted when the last member leaves.

You retain rights in your records and permit TaxMate to process them only to provide the service as you direct. Free basic JSON backup and Full Backup ZIP restore remain available for eligible records; unavailable LTD records do not block ordinary records. A Full Backup ZIP includes receipt binaries; JSON is data-only, and a PDF is a reference report, not a restore file. Free restore keeps receipt binaries on the restoring device; include them in your next ZIP. Paid reports stop at actual effective entitlement expiry. Plus or Pro retains whole-account history; if you remain Free it is deleted from 6 April after that tax year ends. Restore of your own backup after deletion is explicit and does not grant paid features. You are responsible for keeping legally required records, normally for six years where the applicable rule requires it. The separate account deletion control remains available.

TaxMate uses reasonable care and skill but cannot promise uninterrupted availability or compatibility with every device. TaxMate is responsible for foreseeable loss resulting from breach or failure to use reasonable care and skill, but not loss caused by inaccurate input, ignoring a clear warning, failing to keep a backup or treating an estimate as professional advice. Nothing limits liability where the law does not allow it, including fraud or death or personal injury caused by negligence.

TaxMate UK (“TaxMate”) is a trading name used by Hau Ying Ou-Yang, a UK sole trader. Geographical establishment address: 18 Augustine Avenue, Studley, B80 7JN, UK. Public correspondence, contact and complaints address: Unit 170198, PO Box 7169, Poole, BH15 9EL. These terms are governed by the law of England and Wales; mandatory consumer protections where you live continue to apply. Questions, complaints and cancellation requests: support@taxmate.uk.