Introduction

These terms and conditions ("Terms") apply to all services provided by TaxBax ("we," "us," or "our") to the consumer or business customer ("you" or "your"). By engaging our services, you agree to be bound by these Terms.

Key Information About Our Services

Details on our services are available on our website and in any engagement letter we provide to you. You can find out more about our services on our website under the Terms of Service section.

Your Obligations

You must provide accurate information and all necessary documents in a timely manner to help us deliver our services effectively.

Fees and Payment

4.1 All claims are charged at 30% plus VAT of the claim value, subject to a minimum fee of £100 plus VAT. Subsequent claims are subject to a minimum fee of £50 plus VAT.

4.2 CIS Tax Return or CIS Tax Refund Claims
CIS claims are charged at 30% plus VAT of the claim value, subject to a minimum fee of £100 plus VAT. Subsequent claims are subject to a minimum fee of £50 plus VAT.

4.3 Marriage Tax Claims
Marriage tax claims are charged at 30% plus VAT, subject to a minimum fee of £100 plus VAT. However, if a marriage tax claim is processed alongside an eligible expenses claim (PAYE or CIS), the minimum fee will only apply to one of the two claims, and the total fee for both rebates will be deducted from the first rebate payable. Subsequent marriage tax claims made separately each year will be subject to a minimum fee of £50 plus VAT.

4.4 Payment Terms

All rebates from HMRC will be paid directly into our TaxBax Client Account. We will then deduct our fees before transferring the remaining balance to you. If for any reason HMRC sends funds directly to you, our payment terms apply, and you will be required to settle the fees owed to us promptly.

4.5 Late Payment
If payment is not received within the specified period, interest may be charged at 4% plus VAT above the Bank of England base rate, accruing daily until the balance is paid in full.

4.6 Refunds
HMRC aims to process refunds within 14 days.

4.7 Additional Charges and Out of Scope Work
Any work outside the agreed scope will incur additional charges. If we need to make adjustments on your behalf after submission, an administrative fee of £100 plus VAT may apply. We will inform you of any extra fees before proceeding.

Limitation of Liability

Our liability to you is limited as described in this section and does not apply to any excluded liabilities outlined separately.

Events Outside Our Control

We are not responsible for delays outside our control. We will contact you as soon as possible if such events impact our services.

Your Rights if Something Goes Wrong

7.1  Consumers have legal rights under the Consumer Rights Act 2015 to request we repeat or fix a service or get a refund if we cannot resolve the issue.

7.2  The fees and timelines must be reasonable if not agreed upon in advance.

7.3 We warrant that services will be provided with reasonable care and skill. If not, we will either fix or repeat the service or provide a full refund.

Complaints Process

8.1  We strive for quality, but if you are dissatisfied, please notify us to resolve the matter.

8.2  If you wish to complain formally, contact our Customer Care Team. We will try to resolve your complaint following our internal procedures. Alternatively, you may write to the Customer Experience Manager at our business address.

CoolingOff Period for Consumers

9.1  Consumers have 14 days from the contract date to change their mind and cancel the contract.

9.2  Notify us by phone or email if you wish to cancel. Note that refunds do not cover services already provided.

Ending the Contract

10.1 We may end our contract if: We cannot continue acting for you due to a lack of clear instructions or misleading information. You fail to make payments due within 14 days of a reminder.

Changes We Can Make

We may update these Terms due to changes in law or our business operations. You will be notified, and if the changes affect you adversely, you may terminate the contract.

Governing Law and Jurisdiction

12.1  These Terms are governed by English law. Consumers can bring claims in the courts of England or their local jurisdiction if they live in Wales, Scotland, or Northern Ireland.

Business customers agree to the exclusive jurisdiction of the English courts for all disputes. For further details, please contact us at info@taxbax.co.uk