Terms & Conditions

TaxWorkz is a self-service Software-as-a-Service (SaaS) platform provided by OpWorkz Limited, a company registered in England under number 16381709.

By creating an account, accessing, or using TaxWorkz, you agree to be bound by these Terms and Conditions ("Terms"). If you do not agree to these Terms, you may not use our Platform.

We are not authorised or regulated by any professional accountancy body. TaxWorkz is a documentation preparation tool only. We do not provide regulated accountancy, tax advisory, or professional services. You must engage a qualified, regulated accountant or tax adviser for professional advice, claim validation, and submission to HMRC.

• Project assessment tools to identify potential R&D tax relief qualifying activities
• Guided questionnaires to collect project information
• Document generation tools that create structured R&D project documentation
• Export functionality to provide documentation packages

• Tax advice or professional accountancy services
• Claim validation or compliance reviews
• HMRC submission services
• Guarantee of claim success or HMRC acceptance
• Legal or regulatory advice

• You must represent a UK company registered for Corporation Tax
• You must be authorised to act on behalf of the Company
• You must be at least 18 years old

• You must provide accurate and complete registration information
• You are responsible for maintaining the confidentiality of your account credentials
• You must notify us immediately of any unauthorized use of your account

• Free account registration and basic project assessment
• Per-project fee of £295 for the first project, £99 for each additional project within the same financial year
• Maximum annual fee of £988 regardless of number of projects
• All prices exclude VAT, which will be charged at the prevailing rate

• Payment is required before accessing complete project documentation
• We accept payment by Stripe (credit/debit cards and other payment methods supported by Stripe)
• All fees are non-refundable unless otherwise stated in these Terms
• We may modify our pricing with 30 days' notice to registered users

• You are solely responsible for the accuracy and completeness of all information entered
• The quality of generated documentation depends entirely on the information you provide
• We do not verify, validate, or fact-check any information you input

• You must engage a qualified accountant or tax adviser for claim review and submission
• You are responsible for ensuring compliance with all HMRC requirements
• You must not rely on Platform outputs without professional review

You may not:

• Share your account access with unauthorized persons
• Use the Platform for any unlawful purpose
• Attempt to reverse engineer or copy the Platform
• Input false or misleading information
• Use the Platform to create fraudulent claims

• We retain all rights to the Platform, including software, algorithms, and interface design
• Our trademarks, logos, and branding remain our exclusive property
• You retain ownership of information you input into the Platform
• You grant us a limited license to process your Content to provide the Services

• You own the documentation generated by the Platform using your input
• The documentation incorporates our proprietary formatting and methodology
• You may use generated documentation solely for R&D tax relief purposes

• We process your data in accordance with our Privacy Policy
• We implement appropriate technical and organizational security measures
• We do not use AI processing on personally identifiable information
• Your data is stored securely in encrypted cloud environments within the EU/EEA

• We retain your data for as long as your account remains active
• You may request data deletion in accordance with applicable data protection laws
• Some data may be retained for legal or regulatory compliance purposes

• We aim for high platform availability but do not guarantee uninterrupted service
• Planned maintenance will be scheduled during off-peak hours where possible
• We are not liable for service interruptions or downtime

• We provide technical support via email at help@taxworkz.co.uk
• Support covers platform functionality, not tax or accounting advice
• We aim to respond to support requests within 2 business days
• For complaints or disputes, contact us directly - we aim to resolve issues promptly

• The Platform is provided "as is" without warranties of any kind
• We do not warrant that generated documentation will result in successful claims
• We disclaim all warranties regarding accuracy, completeness, or fitness for purpose

• Our total liability is limited to the fees you have paid for the specific Service
• We are not liable for any indirect, consequential, or special damages
• We are not liable for HMRC rejections, penalties, or claim outcomes

• You may terminate your account at any time
• Termination does not entitle you to refunds of fees already paid
• You remain responsible for any outstanding fees

We may terminate your access immediately if you:

• Breach these Terms materially
• Use the Platform for prohibited purposes
• Fail to pay applicable fees
• Engage in fraudulent activity

• These Terms are governed by English law
• Disputes are subject to the exclusive jurisdiction of English courts
• No third parties have rights to enforce these Terms under the Contracts (Rights of Third Parties) Act 1999

• We may modify these Terms with 30 days' notice to registered users
• Continued use constitutes acceptance of modified Terms
• If any provision is found unenforceable, the remainder of these Terms remains in effect