Terms & Conditions

Terms and conditions of use:

1. Definitions and Interpretations
"The Service" - An online Self-Assessment Tax Return service
"Filing Only" - The Service does not constitute tax advice it is a "filing only" service.
"The Customer(s)" - Any eligible customer (exclusions and eligibility apply see Section 9) who subscribes to The Service
"Draft Tax Return" - A draft tax return prepared by SA Return based solely on information submitted to SA Return by the Customer and the Customer Employer
"Approved Tax Return" - The final tax return as approved by the Customer which is filed with HMRC by SA Return.
"HMRC" - Her Majesty's Revenue and Customs
"UTR" The Customer's Unique Tax Reference as supplied by HMRC.
2. The Service
2.1 SA Return will provide an online Self-Assessment Tax Return "Filing Only" service to each Customer who subscribes and completes the required steps to participate in The Service.
2.1. The Service will provide tax returns for the Relevant tax year requested.
2.2. The Service will provide:
2.2.1. an online facility for use by Customers which will meet current industry security good practice levels;
2.2.2. an online facility to enable Customers to register and enter and submit all data required by SA Return in order to deliver The Service;
2.2.3. an online payment facility which meets current industry security good practice levels;
2.2.4. completion of a compliant tax return based on the data provided by the Customer;
2.2.5. a draft version of the Customer's tax return for review and approval by the Customer;
2.2.6. an online facility to enable the Customer to sign and approve their Draft Tax Return;
2.2.7. submission of a Customer's Approved Tax Return to HMRC; and
2.2.8. electronic return of the HMRC submission confirmation reference to the Customer upon request.
2.3. SA Return will complete each Customer's tax return solely based on the financial information, documents and explanations provided by the Customer.
2.4. SA Return does not provide any warranty or guarantee as to the accuracy, completeness or suitability of the information provided in accordance with Clause 2.3.
2.5. SA Return will prepare the Customer's tax return together with such supporting schedules as are appropriate and a computation of the Customer's self-assessment liability of tax and any National Insurance Contributions
2.6. The Service will not be available to all customers from 1 Feb to 31 May.
2.7. In order to participate in The Service, the Customer undertakes:
2.7.1 to register for The Service on the SA Return web site, this will involve but is not limited to providing:
2.7.1.1. a contact email address that SA Return may use to communicate with the Customer;
2.7.1.2. the Customer's ten digit Unique Taxpayer Reference ("UTR") issued by HMRC;
2.7.1.3. the Customer's National Insurance Number;
2.7.1.4. a contact address and telephone number that SA Return may use to contact the Customer; and;
2.7.1.5. any other details that SA Return may reasonably require from the Customer.
2.7.2. to provide the necessary information in respect of their financial income, taxes and reliefs being claimed for the Relevant Tax Year to enable SA Return to create the Customer's tax return as completely and accurately as possible;
2.7.3. to provide supporting information, as prompted, including but not limited to:
2.7.3.1. confirmation of the names of any employers of the Customer during the relevant tax year;
2.7.3.2. data from external data sources and documents;
2.7.3.3. uploading electronic copies of specific financial documents, such as forms P60, P45, and P11D;
2.7.4. to provide all and any other information related to the Customer's income and earning and tax position for the Relevant Tax Year to enable SA Return to create their tax return as completely and accurately as possible;.
2.7.5. to submit responses to questions, as defined in clause 2.7.3 and their supporting data, as defined in clauses 2.7.3.1; 2.7.3.2; 2.7.3.3; and 2.7.4;
2.7.6. to pay for The Service at the point a draft return is sent for approval in accordance with The Service pricing advertised on the SA Return web site and defined in clause 3 below.
2.7.7. to review their Draft Tax Return and;
2.7.7.1. approve the Draft Tax Return for submission to HMRC; or
2.7.7.2. submit a query or revision request.
2.7.8. The customer will not unreasonably withhold approval of the Draft Tax Return.
3. Service pricing and payment
3.1. The Customer must pay for The Service at the point a draft return is sent for approval .
3.2. The current price for The Service will be displayed on the web site and will be dependent on the date the Customer provides all required details.
3.3. The pricing will be in accordance with the following table for submission of the Customer's returns data for the Relevant Tax Year:

Data submission datePrice bandPriceAugust - SeptemberMaximum discounted£140October - NovemberDiscounted£170December - JanuaryStandard price£200
SA Return reserves the right to review and amend pricing for The Service at any time and current pricing will be displayed clearly on the web site. Pricing will be applied to the Customer on the date the Customer provides all required details.
4. Payment
4.1. The customer must pay for The Service online using the secure card payment facility .
4.2. Payment by the Customer for The Service consitutes acceptance of the terms and conditions contained herein.
5. Communication
5.1. SA Return operates a fully online service . Customers will not normally speak with SA Return by telephone.
5.2. Customer support requests must be submitted using the SA Return message service or via email to the SA Return email address published on the web site.
5.3. Responses to Customer support requests will be via email only subject to Clause 6.5 below.
5.4. Where SA Return deem it appropriate they may contact a Customer by telephone. Such circumstances may include, but are not limited to the following:
5.4.1. where a Customer does not understand a written response to their query;
5.4.2. where a customer unreasonably withholds approval of their Draft Tax Return; or
5.4.3. where a customer raises a complaint about The Service.
6. Exclusion
6.1. SA Return does not offer tax advice.
6.2. Any information provided to Customers or unregistered visitors on the web site, or via any other communication medium, whether verbal or written, is not intended to be, and must not be considered tax advice.
7. Liabilities
7.1. The Customer is solely responsible for the correctness and accuracy of both the Draft Tax Return and Approved Tax Return and SA Return will not accept liability for any inaccuracies or errors contained therein.
7.2. The Customer is solely responsible for checking and approving their Draft Tax Return before SA Return file it with HMRC and SA Return will not accept liability for any inaccuracies or errors contained therein.
7.3. SA Return accepts no liability whatsoever for any additional tax liability or HMRC investigation arising from the submission of the Customer's Approved Tax Return.
7.4. The Customer is solely responsible for managing their relationship with HMRC. SA Return is not acting as their registered tax agent in providing this service. The customer will be solely responsible for meeting any and all additional tax demands by, and claiming any rebates due from HMRC.
8. Data Protection
8.1. SA Return will collect data from the Customer only.
8.2. By submitting their data and buying The Service, the Customer gives SA Return permission to store it and use it for the purposes of delivering the Service.
8.3. SA Return may store the Customer's data in the UK or overseas locations and by buying this service, the customer authorises this data storage and data transfer.
9. Exclusions and Customer Eligibility
9.1 The tax affairs of some individuals may not fit well with the SA Return service and SA Return reserves the right to determine customer suitability and eligibility for the service as it sees fit.
9.2 The SA Return service is not suitable for people wishing to declare complex Capital Gains and service eligibility in this case is limited to customers that have acquired an asset in a single transaction and disposed of the asset in a separate single transaction.
9.3 If a customer is unsure whether SA Return is suited to their particular circumstances, they should submit a query through email or the "Contact us" message facility on web site before submitting their tax return data.
9.5 SA Return reserves the right to assess and reject data submissions from customers where it considers the return is of a complex nature that is not suited to this online service.