Privacy Policy

Tax Filers Hub Ltd (company number 17156024, trading as “Tax Filers”; “we”, “us”) is a company registered in England & Wales that helps individuals, landlords and the self-employed prepare and file UK Self Assessment tax returns. We are the data controller responsible for the personal data described in this policy.

We are registered with the Information Commissioner's Office (ICO), the UK's data protection regulator. If you have any questions about this policy or how we handle your information, you can reach our data protection team using the contact details at the end of this page.

To prepare an accurate return we need to collect certain personal and financial information. Depending on your circumstances, this may include:

Information you give us

• Identity & contact details — your name, date of birth, address, email and phone number.
• Tax references — your Unique Taxpayer Reference (UTR) and National Insurance number.
• Financial information — income, expenses, employment, self-employment, rental, dividend, pension and savings details, and supporting documents you upload.
• Correspondence — messages you send us by email, phone, WhatsApp or our contact forms.

Information we collect automatically

• Usage data — pages you visit and actions you take on our website, collected through cookies and similar technologies.
• Device data — your IP address, browser type and approximate location, used to keep the service secure.

We use your information to deliver the service you've asked for and to run our business responsibly. Specifically, we use it to:

1. Prepare, review and submit your Self Assessment tax return to HMRC.
2. Verify your identity and register you for a UTR where needed.
3. Communicate with you about your return, deadlines and any queries.
4. Take payment for our services and keep accounting records.
5. Improve our website and service, and keep both secure.
6. Meet our legal, regulatory and anti-money-laundering obligations.

Under UK GDPR we must have a lawful basis for using your data. We rely on the following:

• Contract — to provide the tax-filing service you've engaged us for.
• Legal obligation — to comply with tax, accounting and anti-money-laundering law.
• Legitimate interests — to run, secure and improve our business, where this is not overridden by your rights.
• Consent — for optional marketing communications and non-essential cookies, which you can withdraw at any time.

We never sell your personal data. We share it only where necessary to deliver the service or meet our legal duties:

• HMRC — to file your return and correspond about your tax affairs.
• Service providers — vetted suppliers who host our systems, process payments and provide tax software, all bound by confidentiality and data-processing agreements.
• Professional advisers — accountants, auditors and legal advisers where required.
• Authorities — regulators or law enforcement where we are legally required to disclose.

Where a supplier processes data outside the UK, we ensure appropriate safeguards (such as UK adequacy regulations or standard contractual clauses) are in place.

We keep your information only for as long as we need it. Tax and accounting records are generally retained for at least six years after the end of the relevant tax year, in line with HMRC requirements. Where we no longer have a reason to keep your data, we securely delete or anonymise it.

We take the security of your information seriously. We use encryption in transit, access controls, secure UK-based hosting and staff training to protect against unauthorised access, loss or misuse. While no system is ever completely secure, we maintain procedures to deal promptly with any suspected data breach and will notify you and the ICO where we are required to do so.

Under data protection law you have a number of rights over your personal data. You can ask us to:

• Access a copy of the personal data we hold about you.
• Correct any information that is inaccurate or incomplete.
• Erase your data where we no longer have a lawful reason to keep it.
• Restrict or object to certain processing, including direct marketing.
• Portability — receive your data in a structured, machine-readable format.
• Withdraw consent at any time, where we rely on it.

To exercise any of these rights, contact us using the details below. You also have the right to complain to the Information Commissioner's Office if you are unhappy with how we have handled your data.

Our website uses cookies and similar technologies to keep the site working, remember your preferences and understand how the site is used. You can control non-essential cookies at any time. For full details, see our Cookie Policy.

We may update this policy from time to time to reflect changes in our service or the law. When we make material changes we'll update the date at the top of this page and, where appropriate, let you know directly. Please check back periodically for the latest version.

Information on our website relating to Making Tax Digital (MTD) for Income Tax is provided for general guidance only and should not be treated as personal tax advice. MTD requirements are subject to HMRC rules, qualifying income thresholds and implementation dates, which may change. Tax Filers is an independent accounting and tax practice and is not affiliated with, endorsed by, or acting on behalf of HMRC. Always check the latest GOV.UK guidance or speak to a qualified accountant for advice specific to your circumstances.

These Terms & Conditions form a legally binding agreement between you (“you”, “the client”) and Tax Filers Hub Ltd (company number 17156024, trading as “Tax Filers”; “we”, “us”), a company registered in England & Wales. They apply when you instruct us to prepare or file a Self Assessment tax return or use any related service. If you do not accept these terms, please do not use the service.

We help individuals, landlords and the self-employed prepare and submit UK Self Assessment tax returns. Depending on the package you choose, our service may include:

• Reviewing the information and documents you provide.
• Preparing your tax return and calculating the tax due.
• Registering you for a Unique Taxpayer Reference (UTR) where needed.
• Submitting your return to HMRC once you have approved it.
• Answering reasonable questions about your filed return.

We provide a tax-filing service based on the information you give us. We do not provide regulated financial, investment or legal advice.

We may refuse to act where we believe information is incomplete, inaccurate, misleading, fraudulent, unlawful or where continuing to act would place us in breach of our legal, regulatory or professional obligations.

To use our service you must be at least 18 years old, resident in the United Kingdom for the purposes of the return, and able to enter into a binding contract. You confirm that the information you provide about yourself is true and that you are authorised to instruct us in relation to the tax affairs concerned.

The accuracy of your return depends on the information you give us. You are responsible for:

1. Providing complete, accurate and timely information and documents.
2. Disclosing all sources of income, gains and any relevant circumstances.
3. Reviewing your draft return and confirming it is correct before we submit it.
4. Keeping your own records as required by HMRC.
5. Paying any tax due to HMRC by the relevant deadline.
6. Maintaining access to your HMRC account, Government Gateway account and any authentication methods required by HMRC.

We are not responsible for errors, penalties or interest arising from information that is inaccurate, incomplete or provided late.

Where HMRC requires action, approval or identity verification directly from you, you remain responsible for completing those steps within HMRC's deadlines.

Our fees are shown on our website or quoted to you before we begin work. Unless agreed otherwise, payment is due before your return is submitted to HMRC. Prices include VAT where applicable. We may update our prices from time to time, but changes will not affect work we have already quoted and you have accepted.

Payments are processed securely through third-party payment providers. We do not store full payment card details on our systems.

Where a payment plan, staged payment or bespoke service has been agreed, additional terms may apply and will be communicated separately.

You may cancel before we have submitted your return. If you cancel before any work has begun, you are entitled to a full refund. Where we have already carried out work, we may retain a reasonable amount to cover it. Once your return has been submitted to HMRC, the service is considered delivered and fees are non-refundable. Nothing in these terms affects your statutory consumer rights.

Where work has commenced immediately at your request, you acknowledge that your statutory right to cancel may be reduced or lost once the service has been fully performed.

Refund requests will be reviewed on a case-by-case basis and may require supporting information. For full details, see our Refund & Cancellation Policy.

The deadline for online Self Assessment returns is normally 31 January following the end of the tax year. To give us time to prepare and file your return, please provide your information well before this date. If you instruct us close to the deadline, we will use reasonable efforts but cannot guarantee submission in time.

Late filing or late payment penalties and interest charged by HMRC are your responsibility, except where they result directly from our proven failure to act on complete information provided in good time.

We are not responsible for delays caused by HMRC systems, Government Gateway outages, verification delays, postal delays or circumstances outside our reasonable control.

We will provide our service with reasonable care and skill. To the fullest extent permitted by law, our total liability to you for any claim arising out of or in connection with the service is limited to the fees you have paid us for the relevant return. We are not liable for indirect or consequential losses, or for losses arising from inaccurate or incomplete information you provide.

Nothing in these terms excludes or limits our liability for death or personal injury caused by negligence, for fraud, or for any liability that cannot lawfully be excluded.

Nothing in these terms shall make us liable for penalties, interest, additional tax liabilities or losses arising from information that was inaccurate, incomplete, withheld or supplied after a relevant deadline.

All content on our website — including text, design, logos and software — is owned by or licensed to Tax Filers Hub Ltd and is protected by intellectual property law. You may use our website and materials for your own personal, non-commercial use only. You retain ownership of the information and documents you provide to us.

We process personal information in accordance with our Privacy Policy and applicable UK data protection laws. By using our services, you acknowledge that we may collect, store and process personal information required to provide the services, meet legal obligations and communicate with HMRC where authorised.

For more information, please see our Privacy Policy.

Either of us may end this agreement by giving written notice. We may suspend or terminate the service if you breach these terms, if we are required to do so by law, or if continuing would place us in breach of our professional or regulatory obligations. Termination does not affect any fees due for work already carried out, or any rights and obligations that are intended to survive.

If you are dissatisfied with our service, please contact us first and give us a reasonable opportunity to investigate and resolve the matter. Please see our Complaints Procedure for full details.

These terms are governed by the law of England & Wales, and the courts of England & Wales have exclusive jurisdiction over any dispute arising from them.

Cookies are small text files placed on your device when you visit a website. They let the site remember your actions and preferences over time, so you don't have to re-enter them whenever you come back or browse from one page to another. We also use similar technologies such as local storage and pixels, which we refer to together as “cookies” in this policy.

We use cookies to make our website work properly, to remember your choices, and to learn how visitors use the site so we can keep improving it. We use strictly necessary cookies under our legitimate interest in operating a secure and functional website. Analytics and marketing cookies are only used where you have provided consent.

Strictly necessary

These keep the website secure and working — for example, remembering your cookie choices or keeping a form session active. The site can't function properly without them, so they don't require consent.

Analytics

These help us understand how visitors find and use the site, which pages are popular and where people run into trouble. The data is aggregated and used only to improve the service.

Marketing

These may be used to measure the effectiveness of our advertising and to show relevant information. They only run if you give consent.

The table below lists the main cookies we use. Exact names and durations may change as we update the site.

Cookie names, providers and retention periods may change from time to time as we update our website and service providers. The table above reflects the main categories currently in use.

Some cookies are set by trusted third parties that provide services on our behalf, such as analytics and advertising measurement. These providers have their own privacy and cookie policies governing how they use data. We only enable non-essential third-party cookies where you have given consent.

If you proceed to make a payment through our website, Stripe may set cookies or similar technologies required to process payments securely, prevent fraud and complete transactions. These technologies are governed by Stripe's own privacy and cookie policies.

You're always in control of cookies. You can:

• Update your preferences through our cookie banner whenever it appears.
• Adjust your browser settings to block or delete cookies — most browsers let you do this in their privacy or security options.
• Opt out of analytics and marketing cookies without affecting the core service.
• On your first visit to our website, you will be asked whether you wish to accept analytics and marketing cookies. These cookies will only be activated after you have given consent.

Please note that blocking strictly necessary cookies may stop parts of the website from working as intended. You may withdraw or change your consent at any time without affecting the lawfulness of any processing carried out before consent was withdrawn.

We may update this Cookie Policy as our website and the technologies we use evolve. Any changes will be posted here with a revised date. For more on how we handle personal data, see our Privacy Policy.

Data Controller:
Tax Filers Hub Ltd — Company Number: 17156024 — Trading as: Tax Filers

This Refund & Cancellation Policy explains when refunds may be available for services purchased from Tax Filers Hub Ltd (“Tax Filers”). By purchasing a service from Tax Filers, you agree to this policy.

This policy applies to:

• Self Assessment Tax Return services
• UTR Registration services

This section covers the following services:

• Essential Tax Return — £149
• Plus Tax Return — £199
• Premium Tax Return — £349

100% refund within 12 hours

You may request a full refund by emailing office@taxfilers.co.uk within 12 hours of making payment. Refund requests must be made in writing and received within the 12-hour period.

No refunds after 12 hours

After 12 hours have passed from the time of payment, all Self Assessment service fees become non-refundable. No refund will be provided if:

• You decide not to proceed.
• You change your mind.
• You fail to provide documents or information.
• Your circumstances change.
• You no longer require the service.

All UTR Registration services are strictly non-refundable. Once payment has been made, no refund is available under any circumstances. This applies whether:

• HMRC has processed the registration or not.
• You change your mind.
• You decide not to continue with the registration.
• Additional information is requested by HMRC.

If you purchase the wrong package, Tax Filers may, at its sole discretion, allow the amount paid to be transferred towards another Tax Filers service. This is not guaranteed and will be assessed on a case-by-case basis.

By purchasing a service from Tax Filers, you acknowledge and accept this Refund & Cancellation Policy. Where a payment dispute or chargeback is raised, Tax Filers may provide evidence of payment, communications, submitted information and work completed to the payment provider.

Nothing in this policy affects any rights that cannot be excluded under applicable UK law.

To request a refund or ask about this policy, please contact us in writing within the applicable timeframe.

The content published on this website — including articles, guides, FAQs and service descriptions — is intended to provide general information about UK tax and Self Assessment. It does not constitute professional tax, legal, financial or investment advice and should not be relied upon as such.

Tax rules are complex, change frequently and depend on individual circumstances. What applies to one person may not apply to another.

A formal client engagement — including acceptance of our Terms & Conditions and payment of fees — must be in place before Tax Filers can provide advice or services relating to your specific tax affairs. Information on this website does not create an adviser-client relationship.

If you are unsure whether you need to file a Self Assessment return, or have questions about your specific tax position, please contact us or speak to a qualified tax adviser.

We take reasonable care to ensure that the information on this website is accurate and up to date at the time of publication. However, we make no warranty, express or implied, as to its completeness, accuracy or fitness for any particular purpose.

UK tax law, HMRC guidance and government policy can change at any time. We recommend that you always verify information with HMRC directly at gov.uk/hmrc or by speaking with a qualified professional before making decisions based on information found on this website.

This website may contain links to HMRC, GOV.UK and other third-party websites for your convenience. We are not responsible for the content, accuracy or availability of those external sites. The inclusion of any link does not imply our endorsement of the linked website or its content.

External websites have their own terms of use and privacy policies, which we encourage you to read.

Information on this website relating to Making Tax Digital (MTD) for Income Tax is provided for general guidance only and should not be treated as personal tax advice. MTD requirements are subject to HMRC rules, qualifying income thresholds and implementation dates, all of which may change. Always check the latest GOV.UK guidance or speak to a qualified accountant for advice specific to your circumstances.

Tax Filers is an independent accounting and tax practice and is not affiliated with, endorsed by, or acting on behalf of HMRC. References to HMRC on this website are for informational purposes only. “HMRC” and “His Majesty's Revenue and Customs” are operated by the UK government and are separate from Tax Filers Hub Ltd in all respects.

If you have a question about your specific tax circumstances, please get in touch — we will be happy to discuss how we can help.

Tax Filers Hub Ltd is subject to the Money Laundering, Terrorist Financing and Transfer of Funds (Information on the Payer) Regulations 2017 (“the MLRs”) and related UK anti-money laundering legislation. These regulations require us to carry out client due diligence before we provide accounting or tax services.

Identity verification is a legal obligation — not a matter of choice. It protects our clients, maintains the integrity of the financial system, and ensures we are able to continue providing services to all of our clients.

Depending on your circumstances, we may ask you to provide one or more of the following:

• Government-issued photo ID — such as a valid passport or UK driving licence.
• Proof of address — such as a utility bill or bank statement dated within the last three months, showing your name and current address.
• Unique Taxpayer Reference (UTR) and/or National Insurance number — to confirm your identity with HMRC records.
• Supporting documents — such as payslips, invoices or bank statements relevant to the services you have requested.

We will only ask for what is reasonably necessary. Where possible, we will accept electronic copies of documents.

Identity verification documents are used solely to meet our anti-money laundering obligations. They are:

• Stored securely with appropriate access controls.
• Retained for the period required by law (typically five years from the end of our relationship with you).
• Handled in accordance with our Privacy Policy and applicable UK data protection law.
• Shared with authorities only where we are legally required to do so.

We reserve the right to:

• Decline to take on a new client where identity verification cannot be satisfactorily completed.
• Pause or suspend work on an existing matter pending receipt of satisfactory verification documents.
• Terminate our engagement where we are unable to verify identity or where continuing to act would place us in breach of our legal or regulatory obligations.

Please note: in some circumstances, legal restrictions may prevent us from disclosing the reasons for declining or pausing work. We appreciate that this can be frustrating and we apologise for any inconvenience this may cause.

If you have a question about our identity verification requirements or would like to know more about the documents we accept, please get in touch.

If you are dissatisfied with any aspect of our service, we encourage you to contact us as soon as possible. You can raise a complaint by:

• Email — office@taxfilers.co.uk (preferred, as it gives us a written record)
• Phone — 0203 051 5243
• In writing — addressed to Tax Filers Hub Ltd, marked “Complaint”

Please mark your communication clearly as a complaint so it is directed to the right person promptly.

To investigate your complaint effectively, please include:

• Your full name and contact details.
• A clear description of the issue and what you believe went wrong.
• The date(s) the issue occurred (if known).
• Any relevant reference numbers, emails or documents.
• What outcome you are hoping for.

The more information you can provide, the faster we can investigate and respond.

Once we receive your complaint:

1. We will send you a written acknowledgement within 2 working days confirming we have received it.
2. We will investigate the matter thoroughly, reviewing all relevant records and communications.
3. We will provide a full written response within 14 working days of receiving your complaint.

If your complaint is particularly complex, we may need more time. If so, we will contact you to let you know and give you an updated expected response date.

Depending on the nature of your complaint, our response may include:

• A clear explanation of what happened and why.
• An apology where we have fallen short of our standards.
• Corrective action to fix the issue, where possible.
• A goodwill gesture, where we consider this appropriate.
• Changes to our processes to prevent a similar issue occurring again.

If you are not satisfied with our response, please let us know and we will try to address your remaining concerns. We take all feedback seriously and welcome the opportunity to resolve matters directly.

If we are unable to reach an agreement, we will advise you of any further options that may be available to you, which may include referral to an appropriate professional body or alternative dispute resolution scheme.

To submit a complaint or ask a question about this procedure, please use the contact details below. We aim to acknowledge all messages within 2 working days.