Terms and Conditions

Carefully Review our Terms and Conditions:

The term “Tax Returns Direct”, “us” or “we” refers to Tax Returns Direct Ltd. The term “you” and “your” refers to the customer.

• Services supplied by Tax Returns Direct are execution services only and apart from tax liability / refund calculation no other tax advice is included in any low cost fee.

• All low cost fee packages include calculation of tax liability / refund and Class 4 National Insurance Contributions, online submission of tax return to H M Revenue & Customs (HMRC) and checking HMRC for processed calculations.

• All price packages exclude any issues in relation to partnerships, capital gains, residency, domicile, trust, foreign income, inheritance tax, or previous tax enquiries.

• All calculations prepared by Tax Returns Direct are based on the information provided by you. We will send you your tax return for approval before we submit it to HMRC on your behalf and you are advised to check all calculations yourself.

• Any promotional vouchers due to you will be forwarded within 7 days of receiving your tax refund cheque. In cases where no tax refund is due any promotional vouchers will be issued 14 days after the signed tax return(s) has(have) been received by us. The promotional vouchers for £50 apply to multiple year cases only. If Tax Returns Direct fees are between £50+vat and £100 + vat the value of promotional voucher applicable will be reduced to £20 and if Tax Returns Direct fees are below £50+vat promotional vouchers applicable will be reduced to £5. The above applies to any cash offers and these will be paid to you by cheque.

• Tax Returns Direct does not accept any responsibility as a consequence of incorrect or incomplete information provided by you, nor do we accept any loss or cost arising from any errors and/or delays caused by HMRC.

• Tax Returns Direct is liable only for the first £500 in the event of a claim against them no matter howsoever caused.

• Additional charges apply in the event that Tax Returns Direct Ltd no longer act for you after any agreed work has been completed by us.

• You confirm that you have not been bankrupt in the last five years, nor have you entered into an individual voluntary arrangement (IVA) or Scottish Equivalent.

• You are under no obligation until you agree to the fees that will be presented to you in writing. Fees are payable prior to commencement of any agreed work, unless it was agreed that the payment for services rendered by Tax Returns Direct will be deducted from any client account funds held on your behalf in the J A P Davern Client Account. In the event that the tax refund is withheld by HMRC for any reason the outstanding fees are payable on demand.

• There is an admin fee of £25.00 + VAT applicable in cases where tax refund cheques need to be cancelled and reissued, and £50.00 + VAT where unsolicited tax refunds are received into our client bank account.

• In the event that HMRC opens a tax enquiry into any of your tax returns, we will notify you in writing of such an enquiry and our fees for dealing with the tax enquiry on your behalf. Tax Returns Direct is not obliged to deal with the tax enquiry if you do not agree to the fees. We might be able to offer you a fee protection service to cover the cost of our fees arising from HMRC tax enquiry. This cover must be purchased prior the tax enquiry commencement to be valid.

• In the event that an additional work, which is not covered in the agreed service, needs to be carried out additional fees will be involved.

• Tax Returns Direct Ltd retain the right to store electronically any documents that are submitted to them and any original documents may be destroyed after such electronic copies are made. Tax Returns Direct Ltd needs to be informed in writing should you require any original documents to be returned to you.

• Tax Returns Direct reserves the right to request photo identification and two proofs of address.

• You are obliged to keep your records and receipts for at least 7 years after the tax year.

• By providing us with details of your previous accountant you will be giving us the authority to make contact with them and request all necessary documents from them.

• All telephone conversations may be monitored and recorded for training and quality control purposes.

• Any complaints about the service you have received should be made in writing to Tax Returns Direct marking the letter for the attention of J A P Davern.

• Tax Returns Direct reserves the right to change its Terms and Conditions from time to time and you are advised to visit these Terms and Conditions for any updates.

   

Privacy policy

Tax Returns Direct highly respects privacy of its customers. Any personal information that you provide us will be treated with a high standard of security and confidentiality in accordance with Data Protection Act 1998. Our Data Protection Registration no is PZ1824964.

Tax Returns Direct will not make your details available to any third party without your permission unless we are required by law to do so. All your personal information will be used to provide you with the agreed service, and we might periodically send you promotional and other information.

In the event that there are any changes in the personal details you have provided us please notify us as soon as possible.

Our website might contain links to other websites. We are not responsible for the privacy policies of other sites and you are advised to look at the privacy statement applicable to the website in question.