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Engagement and Terms and Conditions

Letter of Engagement and Terms and Conditions

Thank you for engaging us as your tax practitioners. The purpose of this is to set out the basis on which we will act.

By using our services, you are agreeing to our Terms and Conditions.

If you have any queries about what these terms and conditions mean, please contact us.​

Definitions

“We”, “us” and “our” refer to Tax Returners Limited. We are a company incorporated in England and Wales. Our company number is 11234293 and our registered office is Kemp House, 160 City Road, London, EC1V 2NX.

“You” and “your” refers to you or anyone else using our services.

1.       Our services

Self Assessment Tax Return Service​

We will prepare your self-assessment tax returns together with any supplementary pages required from the information you’ve given us. After obtaining your approval and confirmation that you have signed the declaration on the return, we will submit your returns to HM Revenue & Customs (HMRC).​

We will calculate your tax liabilities for income tax, national insurance contributions (NIC) and capital gains tax and tell you how much you should pay and when.​

Accounts Preparation a Corporation Tax Return Service

We will prepare your micro entity/filleted/abridged accounts and full accounts from the information you’ve given us. After obtaining your approval and confirmation that you have signed the accounts, we will submit your accounts to Companies House and HM Revenue & Customs (HMRC).​

We will calculate your tax liabilities for corporation tax and tell you how much you should pay and when. After obtaining your approval and confirmation that you have signed the accounts, we will submit your Corporation Tax Return to HM Revenue & Customs (HMRC).​

Other Services

We also provide other taxation and advisory services you may request. Some of these services are listed below:

  • Preparing any amended return or accounts which may be required and corresponding with HMRC as necessary.
  • Dealing with any enquiry opened into your tax return by HMRC
  • Advising on interest, penalties and surcharges if tax or NIC is paid late
  • Administering a payroll for your company
  • Preparing VAT returns for your company
  • Company Secretarial services including filings to Companies House
  • Company Formations

2.       Our fees

We will ask for an advance payment of 100% of the price of all services you order unless we agree to take our fee from your tax refund. Fees for our services are set out in our price guide www.taxreturners.com/pricing Payments are non-refundable.​

For any services that aren’t listed in our price guide we’ll provide you with a fixed fee quote in advance of commencing any work. Where we do not have a set price for a service we will estimate the amount of time needed for the work and agree a fee with you in advance of commencing work based on our charge out rate which is currently £40 per 30 minutes. The minimum charge for additional services will be for 30 minutes of our time.​

Where we take our fee from your refund you authorise us to receive payment of all sums relating to your tax refund claimed by us on your behalf. We’ll deduct our fees from the sums received and promptly send the balance to you.​

Should your refund not cover the entirety of our fee you must pay the remainder of our fee. Where HMRC send a refund directly to you without our agreement you must pay our fee. We will take all legal and necessary action to retrieve fees owed to us.​

Our prices may change, but price changes will not affect orders we have already confirmed with you.​

We reserve the right to cancel the contract for the services at any time. If you have made any payment in advance for services that have not been provided to you, we will refund these amounts to you in full.​

3.       Your responsibilities

You are responsible for:

  • ensuring that your self-assessment tax returns are correct and complete;
  • filing any returns by the due date; and
  • paying tax on time.

Failure to do this may lead to penalties and/or interest.

Taxpayers who approve their returns cannot delegate this legal responsibility to others. You agree to check that returns that we have prepared for you are complete before you approve them.

To enable us to carry out our work you agree:

  • that all returns are to be made on the basis of full disclosure of all sources of income, charges, allowances and capital transactions;
  •  to provide all information necessary for dealing with your affairs: we will rely on the information and documents being true, correct and complete, and will not audit the information or those documents;
  • to authorise us to approach such third parties as may be appropriate for information that we consider necessary to deal with your affairs; and
  • to provide us with information in sufficient time for your tax return to be completed and submitted.
  • You will keep us informed of material changes in your circumstances that could affect your tax liability. If you are unsure whether the change is material or not, please let us know so that we can assess its significance.

4.       If something goes wrong

We will make every effort to complete the services you order by the estimated completion date we provide. However, there may be delays due to an event outside our control. In this case, our obligations under the terms will be suspended. We will contact you as soon as reasonably possible to notify you and if necessary, as soon as reasonably possible restart or complete the services.​

If after being asked, you don’t provide the necessary or complete information needed for our service, we may suspend our work with you. In this instance, we will not be liable for any delay or non-performance.​

If there is a change in the law or in your circumstances, we will not accept responsibility if you act on advice given by us on an earlier occasion without first confirming with us that the advice is still valid. We will accept no liability for losses arising from changes in the law or the interpretation thereof that are first published after the date on which the advice is given.​

If for whatever reason you wish to make a complaint, please contact us as soon as possible in writing. We will send a formal, written, response within a 20 working days of receiving your complaint.​

5.       Requirements of the Data Protection Act (DPA) 2018 and the General Data Protection Regulation (GDPR)

Your privacy

The DPA 2018 and GDPR set out a number of requirements in relation to the processing of personal data.

Here at Tax Returners we take your privacy and the privacy of the information we process seriously. We will only use your personal information and the personal information you give us access to under this contract to administer your account and to provide the services you have requested from us.

Our privacy notice setting out our approach to handling your information can be viewed by visiting our website www.taxreturners.com. For those people who have difficulty in accessing this information for any reason, a copy can be requested from us which we will provide by email. By using our services you will be indicating that you have read and agreed the terms under which we operate as set out in this notice.

(b) Secure communications and transfer of data

We will communicate or transfer data using the following:

Portals – Senta

Cloud-based software: QuickBooks, Taxfiler

Emails *

*if you require us to correspond with you by email that is not encrypted or password protected, you also accept the risks associated with this form of communication.

We reserve the right to record and monitor some telephone calls, emails and other electronic communication.​

We are fully committed to keeping your card details safe.​

6.       Legalities

This contract is between you and us. No other person shall have any rights to enforce any of its terms.​

We reserve the right to transfer our rights and obligations under these terms to another organisation, and we will always notify you in writing if this happens. This would not affect your rights or our obligations under these terms. You may only transfer your rights or your obligations under these terms to another person if we agree in writing.​

We will only waive our rights in writing. Any delay, or failure to insist that you fulfil your responsibilities does not mean we have waived our rights against you and will not mean that you do not have to comply with those obligations.​

Each of the paragraphs of these terms operates separately. If any court or relevant authority decides that any of them are unlawful, the remaining paragraphs will remain in full force and effect.​

These terms are governed by English law. We both agree to submit to the non-exclusive jurisdiction of the English courts.​

7.       Your right to cancel (Consumers Only)

You have the right to cancel this contract within 14 days without giving any reason. The cancellation period will expire after 14 days from the day of the conclusion of the contract, ie when we receive your written agreement to this engagement.

To exercise the right to cancel, you must inform us of your decision to cancel this contract by a clear statement, for example a letter sent by post, fax or email to the address/fax number above.

To meet the cancellation deadline, it is sufficient for you to send your communication concerning your exercise of the right to cancel before the cancellation period has expired.

Effects of cancellation

If you cancel this contract under your right to cancel, we will reimburse to you all payments received from you.

We will make the reimbursement without undue delay and not later than 14 days after the day on which we are informed about your decision to cancel this contract.

We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of the reimbursement.

If you have any questions or if you have any complaints, please contact us via:
phone: 01992 911253
email: info@taxreturners.com