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Cookie Policy

Background

Our websites, www.sataxreturn.uk and www.client.sataxreturn.uk (“Our Site”), use Cookies and similar technologies to distinguish you from other users. By using Cookies, we aim to enhance your experience and improve our services. Please read this Cookie Policy carefully. By continuing to use Our Site, you indicate your acceptance of this Cookie Policy. If you do not agree, please stop using Our Site immediately.

1. Definitions and Interpretations

1.1 In this Cookie Policy, unless stated otherwise:

  • "Cookie" means a small file placed on your device by Our Site when you visit certain parts of it or use certain features.
  • "Cookie Law" refers to the relevant parts of the Privacy and Electronic Communications (EC Directive) Regulations 2003 and the UK GDPR.
  • "Personal Data" has the meaning defined under the UK GDPR and Data Protection Act 2018.
  • "We/Us/Our" refers to VALESBIZ TAX & ADVISORY LTD, a company registered in England under company number 11683350, with its office at 128 City Road, London, EC1V 2NX.

2. Information About Us

2.1 Our Site is owned and operated by VALESBIZ TAX & ADVISORY LTD.2.2 Office: 128 City Road, London, EC1V 2NX2.3 Contact Details:

2.4 For further information about our data handling practices, refer to our Privacy Policy.

3. How Our Site Uses Cookies

3.1 First Party Cookies: Placed directly by Us to support and improve your experience on Our Site. These include essential features like login functionality.

3.2 Third Party Cookies: Placed by external services or providers for purposes like analytics or advertising.

3.3 Cookie Categories:

  • Strictly Necessary Cookies: Essential for site functionality.
  • Analytics Cookies: Help us understand user interaction and improve Our Site.
  • Functionality Cookies: Provide additional features like remembering preferences.
  • Targeting Cookies: Track user activity for tailored content or advertising.
  • Persistent Cookies: Remain on your device for a defined period.
  • Session Cookies: Temporary Cookies that expire when you close your browser.

3.4 Cookie Lifespan: Cookies used on Our Site are not permanent and will expire as indicated in the table below or as per your browser settings.

4. What Cookies We Use

4.1 Third Party Cookies:

Name of Cookie
Purpose & Type
Provider
Strictly Necessary
AnalyticsTool

Website analytics tracking

Google | Zoho

No


4.2 Analytics Tools: We use analytics services such as Google Analytics to collect and analyze anonymous usage information. These services enable us to improve Our Site. You may opt out of analytics cookies, although this may affect the functionality of Our Site.

5. Consent and Control

5.1 When you first visit Our Site, you will see a pop-up requesting your consent to Cookies. You may accept all Cookies or select preferences for specific categories.

5.2 You can also manage Cookies through your browser settings:

6. Changes to This Policy

We may update this Cookie Policy as necessary. Changes will be posted on this page, and your continued use of Our Site after updates are published constitutes your acceptance of the revised terms.

7. Further Information

For more information about how we use Cookies or process personal data, please contact us:

For additional details, refer to our:

Attribution

This Cookie Policy has been customized for VALESBIZ TAX & ADVISORY LTD and complies with UK legislation.

Privacy Policy

Background

VALESBIZ TAX & ADVISORY LTD ("We", "Us", "Our") values your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, store, and protect your personal data when you visit our websites, www.sataxreturn.uk and www.client.sataxreturn.uk (“Our Site”), and your rights under the UK GDPR and Data Protection Act 2018.

Please read this Privacy Policy carefully. It is important that you read this privacy policy together with any other privacy policy or fair processing policy we may provide on specific occasions when we are collecting or processing personal data about you so that you are fully aware of how and why we are using your data. This privacy policy supplements other notices and privacy policies and is not intended to override them. Your acceptance of this Privacy Policy occurs when you use Our Site.

1. Definitions and Interpretation

1.1 In this Privacy Policy:

  • "Personal Data" refers to any information that identifies an individual as defined under the UK GDPR and Data Protection Act 2018.
  • "Cookie" means a small text file placed on your computer or device by Our Site. See Part 14 for details on Cookies.

2. Information About Us

2.1 Our Site is owned and operated by VALESBIZ TAX & ADVISORY LTD, a limited company registered in England and Wales.

  • Company Number: 11683350
  • Office: 128 City Road, London, EC1V 2NX
  • Phone:0204 577 0969
  • Email: info@sataxreturn.uk

2.2 Controller:

VALESBIZ TAX & ADVISORY LTD is the controller and responsible for your personal data (collectively referred to as  “we“, “us” or “our” in this privacy policy).

We have appointed a data privacy manager who is responsible for overseeing questions in relation to this privacy policy. If you have any questions about this privacy policy, including any requests to exercise your legal rights, please contact the data privacy manager using the details set out below.

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

3. What This Policy Covers

This Privacy Policy applies solely to your use of Our Site. Please note that Our Site may contain links to third-party websites. We have no control over how your data is collected, stored, or used by third parties, and you should review their privacy policies separately.

4. Your Rights

Under the UK GDPR, you have the following rights:

  • The right to be informed: You have the right to know how we collect and use your personal data.
  • The right of access: You can request access to your personal data.
  • The right to rectification: You can ask us to correct inaccurate or incomplete personal data.
  • The right to erasure ("right to be forgotten"): You can request deletion of your personal data.
  • The right to restrict processing: You can limit how we use your personal data.
  • The right to data portability: You can request your data in a structured, commonly used format.
  • The right to object: You can object to certain types of data processing.
  • Rights related to automated decision-making and profiling: You can request human intervention in automated decisions affecting you.
  • Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.
  • Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.

You may opt-out of direct marketing communications or the profiling we carry out for marketing purposes by writing to us at info@sataxreturn.uk. Do note that if you do not allow us to collect or process the required personal information or withdraw the consent to process the same for the required purposes, you may not be able to access or use the services for which your information was sought.

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

We try to respond to all legitimate requests within one month. Occasionally it could take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

For more details or to exercise your rights, contact us at info@sataxreturn.uk or call us at 0204 577 0969.

5. What Data We Collect

We may collect the following personal and non-personal data:

Data Collected

How We Collect It

Identity information (name, date of birth, marital status, UTR and NI number, etc )

Submitted via forms on Our Site

Contact information (email, mobile, address etc)

Submitted via contact or sign-up forms

Payment information (bank account, payment card details, etc)

Through secure third-party payment platforms

Technical information (internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, and other technology on the devices you use to access our Website)

Automatically through Cookies and analytics

Transaction Data (details about payments to and from you and other details of Services you have purchased from us, etc.)

Through secure third-party payment platforms

Accounting Data (includes financial information and documents such as P60s and invoices and financial details such as your income and expenses, etc.)

Submitted via forms on Our Site

Marketing and Communications Data (includes your preferences in receiving marketing from us and our third parties and your communication preferences etc.)

Submitted via forms on Our Site and cookies and analytics

We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data could be derived from your personal data but is not considered personal data in law as this data will not directly or indirectly reveal your identity. For example, we may aggregate your Usage Data to calculate the percentage of users accessing a specific website feature. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, we treat the combined data as personal data which will be used in accordance with this privacy policy.

We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health, and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.

If you fail to provide personal data
Where we need to collect personal data by law, or under the terms of a contract we have with you, and you fail to provide that data when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide you with goods or services). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.

 It is important that the personal data we hold about you is accurate and current. Please keep us informed if your personal data changes during your relationship with us.

The Website is not intended for children and we do not knowingly collect data relating to children.

6. How is your personal data collected?

We use different methods to collect data from and about you including through:

Direct interactions. You may give us your Identity, Contact, Financial and Accounting Data by filling in forms or by corresponding with us by post, phone, email or otherwise. This includes personal data you provide when you:

  • create an account on our Website;
  • subscribe to our Services;
  • use the tax calculator on our Website;
  • request marketing to be sent to you;
  • enter a competition, promotion or survey; or
  • give us feedback or contact us.

Automated technologies or interactions. As you interact with our Website, we will automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies and other similar technologies. We may also receive Technical Data about you if you visit other websites employing our cookies. Please see our cookie policy for further details.

Third parties or publicly available sources. We will receive personal data about you from various third parties and public sources as set out below:

Technical Data from the following parties:

  • analytics providers;
  • advertising networks; and
  • search information providers.

Financial and Transaction Data from providers of technical, payment and delivery services.

Accounting Data from HMRC and other government bodies.


7. How We Use Your Personal Data

We use your personal data for:

  • Providing and managing your account.
  • Supplying services or products you request.
  • Processing payment
  • Customizing and improving your experience on Our Site.
  • Sending you updates, newsletters, and marketing communications (with your consent).
  • Where we need to perform the contract we are about to enter into or have entered into with you.
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • Where we need to comply with a legal obligation.

We will always have a lawful basis for processing your data, such as fulfilling a contract with you, complying with legal obligations, or based on your consent. Generally, we do not rely on consent as a legal basis for processing your personal data although we will get your consent before sending third party direct marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by contacting us.

Purposes for which we will use your personal data

We have set out below, in a table format, a description of all the ways we plan to use your personal data, and which of the legal bases we rely on to do so. We have also identified what our legitimate interests are where appropriate.

Note that we may process your personal data for more than one lawful ground depending on the specific purpose for which we are using your data. Please contact us if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the table below.

Purpose/Activity

Type of data

Lawful basis for processing data, including basis of legitimate interest

To register you as a new customer

(a) Identity
(b) Contact

Performance of a contract with you

To process and deliver the service to you including:
(a) Manage payments, fees and charges
(b) Collect and recover money owed to us
(c) Match you with an accountant
(d) Provide your accounting data to your chosen accountant
(e) Manage your service issues/complaints

(a) Identity
(b) Contact
(c) Financial
(d) Transaction
(e) Accounting
(f) Issues/complaints

(a) Performance of a contract with you

To manage our relationship with you which will include:
(a) Notifying you about changes to our terms or privacy policy
(b) Asking you to leave a review or take a survey

(a) Identity
(b) Contact
(c) Marketing and Communications

(a) Performance of a contract with you
(b) Necessary to comply with a legal obligation
(c) Necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services)

To enable you to partake in a prize draw, competition or complete a survey

(a) Identity
(b) Contact
(c) Marketing and Communications

(a) Performance of a contract with you
(b) Necessary for our legitimate interests (to study how customers use our products/services, to develop them and grow our business)

To administer and protect our business and our Website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data)

(a) Identity
(b) Contact
(c) Technical

((a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise)
(b) Necessary to comply with a legal obligation

To deliver relevant Website content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you

(a) Identity
(b) Contact
(c) Marketing and Communications
(d) Technical

Necessary for our legitimate interests (to study how customers use our products/services, to develop them, to grow our business and to inform our marketing strategy)

To disclose your personal data to your nominated accountant

(a) Identity
(b) Contact
(c) Financial
(d) Transaction
(e) Accounting

Contractual Performance

To make suggestions and recommendations to you about Services that may be of interest to you

(a) Identity
(b) Contact
(c) Technical
(d) Marketing and Communications
(e) Accounting

Necessary for our legitimate interests (to develop our products/services and grow our business)

Accountants

Assess Suitability for admission to platform





(a) Identity
(b) Contact
(c) Certifications/qualifications
(d) Experience
Contractual Performance
Customers to view Accountants details and Suitability
(a) Identity
(b) Contact details
(c) Certifications/qualifications
(d) Experience
Contractual Performance
Customer Satisfaction/Review of Performance
(a) Reviews
Contractual Performance
Applicants
Name & contact details
Recruitment
Necessary for our legitimate interests (to recruit talented staff)
CV and experience
Recruitment
Necessary for our legitimate interests (to recruit talented staff)

Marketing

We strive to provide you with choices regarding certain personal data uses, particularly around marketing and advertising.

Promotional offers from us

We may use your Identity, Contact and Technical Data to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you (we call this marketing).

You will receive marketing communications from us if you have requested information from us or purchased Services from us and you have not opted out of receiving that marketing.

Third-party marketing

We will get your express opt-in consent before we share your personal data with any third party for marketing purposes. We will share your details with Other companies in the Vales Group, acting as joint controllers or processors and who are based in the UK.

Opting out

You can ask us or third parties to stop sending you marketing messages at any time by following the opt-out links on any marketing message sent to you or by contacting us info@sataxreturn.uk at any time.

Cookies

You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of our Website may become inaccessible or not function properly. For more information about the cookies we use, please see our cookie policy.

Change of purpose

We will only use your personal data for the purposes for which we collected it, unless we reasonably consider that we need to use it for another reason and that reason is compatible with the original purpose. If you wish to get an explanation as to how the processing for the new purpose is compatible with the original purpose, please contact us info@sataxreturn.uk.

If we need to use your personal data for an unrelated purpose, we will notify you and we will explain the legal basis which allows us to do so.

Please note that we may process your personal data without your knowledge or consent, in compliance with the above rules, where this is required or permitted by law.

8. Data Retention

We will only retain your personal data for as long as reasonably necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting or reporting requirements. We may retain your personal data for a longer period in the event of a complaint or if we reasonably believe there is a prospect of litigation in respect to our relationship with you.

To determine the appropriate retention period for personal data, we consider the amount, nature and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal, regulatory, tax, accounting or other requirements.

Details of retention periods for different aspects of your personal data are available in our retention policy which you can request from us by contacting us.

9. Sharing Your Data

We do not share your data with third parties unless necessary to:

  • Fulfil our contractual obligations to you (e.g., payment processors).
  • Comply with legal requirements.

We ensure that any third parties handling your data provide adequate safeguards.

10. How We Store Your Data

Your data is securely stored on servers in the UK. Where data is transferred outside the UK, we ensure compliance with UK GDPR by using legally approved safeguards, such as standard contractual clauses. The security of your information is important to us and we will use reasonable security measures to prevent the loss, misuse or unauthorized alteration of your information under our control. However, given the inherent risks, we cannot guarantee absolute security and consequently, we cannot ensure or warrant the security of any information you transmit to us and you do so at your own risk.

We may share your personal data with the parties set out below for the purposes set out in the table above.

External third parties in the following categories:

  • Communication and administration (e.g. Microsoft Azure)
  • Analytics, tracking and website functionality (e.g. Google and Auth0)
  • Payments: (e.g. Stripe)
  • Anti-money laundering compliance

Third parties to whom we may choose to sell, transfer or merge parts of our business or our assets. Alternatively, we may seek to acquire other businesses or merge with them. If a change happens to our business, then the new owners may use your personal data in the same way as set out in this privacy policy.

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

11. Security Measures

We take data protection seriously and implement technical and organizational measures to safeguard your personal data, including:

  • Limiting access to personal data.
  • Encrypting sensitive data where applicable.
  • Regularly monitoring our systems for vulnerabilities.

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

12. Your Consent and Cookie Use

Our Site uses Cookies to enhance your experience. By continuing to use Our Site, you consent to our use of Cookies. For details, see our Cookie Policy.

13. Third-Party Links

Our Site may include links to third-party websites. We are not responsible for their privacy practices, and you should review their policies independently. This Privacy Policy does not address the privacy policy and other practices of any third parties, including any third party operating any website or service that may be accessible via a link on the Service. We strongly advise you to review the privacy policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third party sites or services.

14. Subject Access Requests

To request access to your personal data, please email us at info@sataxreturn.uk. We aim to respond within one month.

15. Cookies

Our Site uses Cookies for functionality, analytics, and advertising. You can control Cookies through your browser settings. See our Cookie Policy for details.

16. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and where appropriate, you will be notified via email. We may modify this Privacy Policy at any time without any prior notice to you and will post the revised Privacy Policy on the Service. The revised Policy will be effective 5 days from when the revised Policy is posted in the Service and your continued access or use of the Service after such time will constitute your acceptance of the revised Privacy Policy. We therefore recommend that you periodically review this page.

17. Contact Information

If you have questions about this Privacy Policy or your data, contact us at:

Disclaimer

Introduction:

These websites www.sataxreturn.uk and www.client.sataxreturn.uk ("site") are provided by VALESBIZ TAX & ADVISORY LTD ("We," "Us," "Our"). By accessing or using Our Site, you agree to the terms of this disclaimer. If you do not agree, you must not use Our Site.

This site is not a part of the YouTube, Google or Facebook website; Google Inc or Facebook Inc. Additionally, This site is NOT endorsed by YouTube, Google or Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc. YOUTUBE is a trademark of GOOGLE Inc.


1. General Information
1.1 The content on Our Site is for general information purposes only and does not constitute professional or specialist advice. Professional advice tailored to your specific circumstances should always be sought before taking any action.

1.2 While we make every effort to ensure that the content on Our Site is accurate, complete, and up to date, we make no representations, warranties, or guarantees (express or implied) that the content is complete, accurate, or current.

1.3 We do not warrant that Our Site will meet your requirements, be compatible with all hardware and software, or be secure or free from errors.

2. Liability
2.1 We will not be held responsible for any loss or damage arising from your reliance on the information on Our Site. The information is provided without any guarantees or warranties, express or implied.

2.2 We are not liable for any actions taken based on the content of Our Site. Please consult a professional advisor for advice tailored to your specific needs.

3. Self-Assessment Tax Return Disclaimer
3.1 Accuracy of Information Provided by Clients
While we take every care to prepare your self-assessment tax return with 100% accuracy based on the information you provide, we cannot be held responsible for errors, penalties, or additional tax liabilities arising from:

  • Incomplete, inaccurate, or fraudulent information supplied by you.
  • Failure to disclose all sources of income or relevant financial information.
  • Misrepresentation or omission of data.

3.2 Client Responsibilities
It is your responsibility to:

  • Provide full, accurate, and timely information necessary for the preparation of your self-assessment tax return.
  • Retain all relevant documentation, such as receipts, invoices, and records, for at least seven years, as required by HMRC.
  • Notify us of any errors, changes, or omissions immediately.
  • Review of Tax Return: Once we send your prepared tax return, you must carefully review it to ensure that all income for the tax year has been included.
  • Additional Information: If you recall any additional income or information that hasn’t been declared, you must notify us immediately so we can prepare a revised tax return.
  • Accuracy: It is your responsibility to ensure the accuracy of the tax return before submission to HMRC.
  • Penalties: Any omissions or inaccuracies may result in penalties from HMRC for which you will be responsible.

3.3 HMRC Inquiries or Penalties
While we provide support for HMRC inquiries under our guarantees, we are not responsible for penalties, interest, or additional tax liabilities arising from:

  • Retroactive changes to tax legislation or HMRC policy.
  • Misinterpretation or dispute by HMRC over deductions, reliefs, or allowances.
  • Non-compliance with HMRC rules due to client error or oversight.

3.4 Limitations of Liability
Our liability is limited to correcting any errors we make and providing support under the terms of our guarantees.
We are not liable for:

  • Financial loss, penalties, or legal fees arising from HMRC investigations unrelated to our work.
  • Consequential or indirect losses, including loss of profit or reputation.

3.5 Adherence to UK Tax Law
All tax returns are prepared in compliance with UK tax laws and HMRC guidance current at the time of submission.

4. Guarantees Disclaimer
We provide the following guarantees with our self-assessment tax return services. Please read these carefully:

4.1 Tax Return Lifetime Guarantee
This guarantee ensures 100% accurate calculations for the lifetime of your tax return (seven years from the date of submission).
We provide audit support for HMRC inquiries related to tax returns prepared by us.
This guarantee does not cover penalties or interest arising from incomplete, inaccurate, or fraudulent information provided by you.
4.2 Minimum Tax Guarantee
We promise to identify and apply every deduction and relief available under UK tax laws to minimize your tax liability.
This guarantee is based on the information you provide and does not cover penalties or additional taxes resulting from incomplete or inaccurate information.
4.3 Taxes Done Right Guarantee
We guarantee that your self-assessment tax return will be prepared with 100% accurate calculations.
This guarantee covers calculation errors made by us but excludes penalties or additional taxes arising from client-provided inaccuracies or changes in tax laws.

Please read carefully the Disclaimer and Terms & Conditions for Guarantees.

5. Refunds

VALESBIZ TAX & ADVISORY LTD operates in compliance with UK consumer protection laws, including the Consumer Rights Act 2015 and the Consumer Contracts Regulations 2013.

Refunds will not be granted for:

  • Services already rendered or completed.
  • Errors, penalties, or liabilities caused by:
    - Failure to provide complete or accurate information.
    - HMRC decisions, policies, or changes in tax regulations after submission.
    - Actions or omissions beyond our control.

6. Testimonials
Testimonials displayed on Our Site are genuine but represent individual experiences. Results may vary and are not guaranteed. Some testimonials may be edited for brevity, grammar, and clarity. The sales figures and results discussed on the site and their advertisers/sponsors are aspirational statements only of your earnings’ potential. Our success, testimonials and other examples used are exceptional, non-typical results and are not intended to be and are not a guarantee that you or others will achieve the same results. Individual results will always vary and yours will depend entirely on your individual capacity, work ethic, business skills and experience, level of motivation, diligence in applying our programs, the economy, the normal and unforeseen risks of doing business, and other factors.

7. Privacy
We respect your privacy and are committed to protecting your personal data. For details on how we collect, use, and protect your data, please see our Privacy Policy.

8. Use of the Website
8.1 This website is intended for residents of the United Kingdom only.

8.2 The information on Our Site is provided for users of VALESBIZ TAX & ADVISORY LTD services. If you do not engage our services, the content may not apply to your situation.

8.3 Any software is downloaded at your own risk. We do not warrant the suitability of any software which is downloaded and accept no liability for any problems with your computer that may arise as a result.

We will not be liable for any claims, penalties, losses, damages, costs or expenses arising from the use of or inability to use, interruption or availability of, this website, its operation or transmission, computer viruses or any unauthorised access to or alteration of the website. We do not warrant that the contents of this website are compatible with all computer systems and browsers.

9. Emails

We do not guarantee that any email sent to us will be received or that the contents will remain private during transmission. If you are concerned about this please consider other means of communication. You are responsible for ensuring any electronic message or information you send to us is free from any virus or defect that may harm our systems in any way.


10. Cookies
Our Site uses Cookies to improve user experience and functionality. By using Our Site, you consent to the use of Cookies as detailed in our Cookie Policy.

11. Changes to This Disclaimer
We reserve the right to amend this disclaimer at any time. Changes will be posted on this page, and continued use of Our Site after such changes constitutes acceptance of the updated terms.

Contact Us
If you have questions about this disclaimer, please contact us:
VALESBIZ TAX & ADVISORY LTD
Email: info@sataxreturn.uk
Phone:0204 577 0969
Address: 128 City Road, London, EC1V 2NX

Accessibility 

Accessibility is the term used to describe whether a website can be used by people of all abilities / disabilities on a range of differing digital devices.

The way a person perceives information is affected by their ability / disability along with how they navigate between website pages. A website can only be classed as accessible if all people, including the elderly and disabled, can use it.

The BBC provide a comprehensive guide covering how to get the most of the accessibility features and assistive technologies available for your computer, operating system and web browser. The following topics are covered:

  • I can’t see very well
  • I am blind
  • I can’t hear very well
  • I find words difficult
  • I find a keyboard or mouse hard to use

For further information please click here.

Legislation, which applies in this area within the UK, includes the Race Relations Act, Sex Discrimination Act, Human Rights Act 2000, Disability Discrimination Act, Learning and Skills Act 2000 and Equality Act 2010.

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For further information regarding using an up to date browser please visit browse better.

Terms and Conditions

This agreement is between VALESBIZ TAX & ADVISORY LTD, and the customer agreeing to these terms ("Customer").


The Customer agrees to abide by, and be bound by, the Terms and Conditions of the Company as set out below at all times without alteration, exclusion and/or adaptation. The headings in these Terms and Conditions do not affect its interpretation.


The Client understands and accepts that:
A. All Services and Customer use and viewing of the Website are governed by the Terms and Conditions outlined herewith in. By accessing the Services and/or Website you are agreeing to be bound by these Terms and Conditions. By clicking “Agree” the customer agrees to be bound by this agreement.

 
B. The Company reserves the right to amend the Terms and Conditions from time to time at its own discretion.


C. All Customers access the Website and the Services at their own risk.


D. Free Consultations:

  1. All free consultations must be booked in advance with the Company and are not confirmed until the Company has sent an email to the Customer confirming the free consultation booking and the details of the booking.
  2. .All free consultations will be for a maximum of 30 minutes duration.
  3. The purpose of the free consultation is for the Company to understand the Customer’s reason for considering services and advise as to whether this is something that the Company can provide services for, as well as for giving the Customer an overview of the service process and format, and the type of service the Company would recommend based on the Customer’s circumstances. The purpose of the free consultation is not to provide a tax advice session.
  4. Booking or taking part in a free consultation does not oblige either the Customer to book subsequent paid services, or the Company to provide subsequent paid-for services.
  5. The Company is not obliged under any circumstances to provide a free consultation to a Customer unless it chooses to do so.


E. The agreement made between the parties (which consists of this agreement and any other terms agreed in writing), contains the total understanding of the parties and supersedes all previous understandings between them either in writing or oral, provided that this shall not apply to fraudulent or negligent misrepresentation.


F. It should be understood that our appointment as your agent does not absolve your company or its directors or any individual taxpayer from their statutory responsibilities with regard to the content of returns, the filing of returns and various compulsory registration thresholds that company directors/individuals must be aware of when running a business. We would draw your attention to the strict rules and time limits for the submission of such returns and the substantial penalties which may arise if these are not observed. It is therefore essential that we receive full information from you promptly to enable us to ensure that the returns are made on a timely basis. Completed returns will be sent to you for approval and signature prior to submission on the company’s behalf. It is your responsibility to make sure that your state payments are made on time (tax, national insurance, VAT etc). We are not liable for any fines or interest incurred by late payment of state payments, or any delay in the receipt of state benefits or pension as a result of late payment by the taxpayer.


G. Anti-money Laundering Legislation: All accountants must comply with onerous duties imposed by the Proceeds of Crime Act 2002, the Terrorism Act 2000 and the Money Laundering Regulations 2003 (the “Anti Money Laundering Legislation”), which are intended to inhibit the activities of terrorists and other criminals by denying them access to technical expertise. If we fail to perform these duties, we risk imprisonment. Before we accept your instructions, we may need to obtain ‘satisfactory evidence’ to confirm your identity. In certain circumstances, we may need to obtain evidence confirming the identities of third parties, the source of any funds or other property, the purpose of any instructions or any other matter. We may also need to obtain such evidence after we have begun to act on your instructions. We assume that our clients are honest and law-abiding. However, if at any time, there appear to be grounds to suspect (even if we do not actually suspect) that your instructions relate to ‘criminal property’, we are obliged to make a report to the National Criminal Intelligence Service (“NCIS”), but we are prohibited from telling you that we have done so. In such circumstances, we must not act on your instructions without consent from NCIS. If NCIS do not refuse consent within 7 working days we may continue to act. If NCIS issue a refusal within that time, we must not act for a further 31 days from the date of the refusal. ‘Criminal property’ is property in any legal form, whether money, real property, rights or any benefit derived from criminal activity. It does not matter who carried out the criminal activity or how removed the property is from the original crime. Even if you are honest in your dealings, if your property represents a benefit from someone else’s crime, we must still make a report. Activity is considered ‘criminal’ if it is a crime under UK law, no matter how trivial, and whether carried out in the UK or abroad. For example, tax evasion is a criminal offence but an honest mistake is not. Client identification As with other professional services firms, we are required to identify our clients for the purposes of the UK anti-money laundering legislation. We may request from you, and retain, such information and documentation as we require for these purposes and/or make searches of appropriate databases. The Customer agrees to provide all necessary identification and documentation required to comply with UK anti-money laundering laws and acknowledges that failure to do so may result in termination of Services without refund.


H. Automatic Exchange of Information (AEOI), including FATCA (Foreign Account Tax Compliance Act): Unless covered by a separate engagement letter or another schedule to this letter, we will not be responsible for compliance with the International Tax Compliance Regulations 2015, produced as a result of AEOI. However, if required to do so, we can provide advice on requirements under these Regulations. We can also provide advice on setting up the appropriate systems to identify and report on your clients or beneficiaries affected by AEOI .Fair Tax Pledge or other similar initiative. Unless you have advised us before engaging us that you have signed up to the Fair Tax Pledge or other similar initiative, we will not be obliged to advise you of any additional obligations imposed by the terms of the pledge. If you subsequently wish to sign up to the Fair Tax Pledge, you must inform us so that, if appropriate, we may agree appropriate variations to these terms of engagement. Unless we are so informed, we shall be entitled to assume that you have not signed up to the Fair Tax Pledge and unless a variation is specifically agreed with us in writing, our terms of engagement will remain in full force.


I. Referral Rewards: When you refer a client to Us you will be rewarded with the current scheme in place at the time of the referral. If the scheme changes after you have referred a client, you cannot request to be rewarded with an alternative reward. Referral rewards will not be backdated. Rewards scheme from 18th February 2022 onwards:1st client referred within 12 weeks of joining Us = 15% discount off your next year’s fees. The discount will be applied once we receive the first payment from your referral.1st client referred after your first 12 weeks with Us = 10% discount off your next year’s fees. The discount will be applied once we receive the first payment from your referral. For all subsequent clients referred you will receive a £25 voucher for a non-incorporated entity referral and £50 for an incorporated entity referral. We reserve the right to amend or withdraw the referral scheme at any time without notice.

BACKGROUND:
These Terms of Sale, together with any and all other documents referred to herein, set out the terms under which Services are sold and provided by Us through this website, www.sataxreturn.uk (“Our Site”). Please read these Terms of Sale carefully and ensure that you understand them before ordering any Services from Our Site. You will be required to read and accept these Terms of Sale when ordering Services. If you do not agree to comply with and be bound by these Terms of Sale, you will not be able to order Services through Our Site. These Terms of Sale, as well as any and all Contracts, are in the English language only.

1.Definitions and Interpretation
1.1In these Terms of Sale, unless the context otherwise requires, the following expressions have the following meanings:

“Contract”

means the legally binding agreement formed between VALESBIZ TAX & ADVISORY LTD and the Customer when the Order is accepted, and the Order Confirmation is issued;

“Customer”

means the individual or entity purchasing Services from VALESBIZ TAX & ADVISORY LTD through the website, www.sataxreturn.uk, and agreeing to these Terms of Sale;

“Order”

means the Customer's request for Services submitted through the website, including all relevant details required to process the request;

“Order Confirmation”

means the written communication issued by VALESBIZ TAX & ADVISORY LTD to the Customer confirming acceptance of the Order and the details of the Services to be provided;

“Services”

means the tax return preparation, submission, and advisory services provided by VALESBIZ TAX & ADVISORY LTD to the Customer as described in the Order and confirmed in the Order Confirmation;

“We/Us/Our”

means VALESBIZ TAX & ADVISORY LTD, a company registered in England under company number 11683350, whose registered address is 9 Caxton House, Broad Street, Cambridge, CB23 6JN;

“Cooling-Off Period”

means the period starting from the date the Contract is formed (i.e., when the Order is accepted by VALESBIZ TAX & ADVISORY LTD and an Order Confirmation is sent) until the commencement of the Services;

“Calendar Days

means any day of the week, including weekends and public holidays, unless otherwise specified;

“Working Days”

means any day other than a Saturday, Sunday, or public holiday in England, when banks are open for business;

“Customer Data”

means all information, documents, and materials provided by the Customer for the purposes of performing the Services, including tax-related information and personal data.


2.Information About Us
2.1Our Site, www.sataxreturn.uk, is owned and operated by VALESBIZ TAX & ADVISORY LTD, a limited company registered in England under company number 11683350, whose registered address is 9 Caxton House, Broad Street, Cambridge, CB23 6JN.
2.2Our VAT number is 431081633.
2.3We are regulated by relevant UK laws and accounting guidelines.
2.4We are a member of AAT and CIMA accounting bodies.
2.5Professional Indemnity Insurance for VALESBIZ TAX & ADVISORY LTD is provided by Trafalgar Insurance Company Limited, broker Trafalgar Risk Management Ltd., 51 Eastcheap, London, EC3M 1JP. Our professional indemnity insurance, underwritten by Trafalgar Insurance Company Limited, provides coverage for any claims arising from professional services rendered by our firm. Additionally, our policy includes legal expenses coverage, encompassing various aspects such as contract and debt-related matters, underwritten by ARAG Insurance. This insurance coverage underscores our commitment to accountability, transparency, and maintaining the highest standards of professionalism in all our engagements. Should you have any questions or require further information regarding our professional indemnity insurance, please do not hesitate to contact us. In any case, the liability of VALESBIZ TAX & ADVISORY LTD shall not exceed the limits set forth under its professional indemnity insurance coverage.

3.Access to and Use of Our Site
3.1Access to Our Site is free of charge.
3.2It is your responsibility to make any and all arrangements necessary in order to access Our Site.
3.3Access to Our Site is provided “as is” and on an “as available” basis. We may alter, suspend or discontinue Our Site (or any part of it) at any time and without notice. We will not be liable to you in any way if Our Site (or any part of it) is unavailable at any time and for any period.
3.4Use of Our Site is subject to our Website Terms of Use. Please ensure that you have read them carefully and that you understand them.

4.Age Restrictions
4.1Consumers may only purchase Services through Our Site if they are at least 18 years of age.

5.Business Customers
These Terms of Sale do not apply to customers purchasing Services in the course of business.

6.Services, Pricing and Availability
6.1We make all reasonable efforts to ensure that all general descriptions of the Services available from Us correspond to the actual Services that will be provided to you, however please note that the exact nature of the Services may vary depending upon your individual requirements and circumstances.
6.2We neither represent nor warrant that all Services will be available at all times and cannot necessarily confirm availability until confirming your Order.
6.3We make all reasonable efforts to ensure that all prices shown on Our Site are correct at the time of going online. We reserve the right to change prices and to add, alter, or remove special offers from time to time and as necessary Changes in price will not affect any Order that you have already placed (please note sub-Clause 6.6 regarding VAT, however).
6.4All prices are checked by Us when We process your Order. In the unlikely event that We have shown incorrect pricing information, We will contact you in writing before proceeding with your Order to inform you of the mistake and to ask you how you wish to proceed. We will give you the option to purchase the Services at the correct price or to cancel your Order (or the affected part thereof). We will not proceed with processing your Order until you respond. If We do not receive a response from you within 1 working day We will treat your Order as cancelled and notify you of the same in writing.
6.5In the event that the price of Services you have ordered changes between your Order being placed and Us processing that Order and taking payment, you will be charged the price shown on Our Site at the time of placing your Order.
6.6All prices on Our Site include VAT. If the VAT rate changes between your order being placed and Us taking payment, the amount of VAT payable will be automatically adjusted when taking payment.

7.Orders – How Contracts Are Formed
7.1Our Site will guide you through the ordering process. Before submitting your Order to Us you will be given the opportunity to review your Order and amend any errors. Please ensure that you have checked your Order carefully before submitting it.
7.2No part of Our Site constitutes a contractual offer capable of acceptance. Your Order constitutes a contractual offer that We may, at Our sole discretion, accept. Our acknowledgement of receipt of your Order does not mean that We have accepted it. Our acceptance is indicated by Us sending you an Order Confirmation by email. Only once We have sent you an Order Confirmation will there be a legally binding contract between Us and you (“the Contract”).
7.3Order Confirmations shall contain the following information:
7.3.1Confirmation of the Services ordered including full details of the main characteristics of those Services;
7.3.2Fully itemised pricing for the Services ordered including, where appropriate, taxes and other additional charges;
7.4If We, for any reason, do not accept or cannot fulfil your Order, no payment shall be taken under normal circumstances. If We have taken payment any such sums will be refunded to you as soon as possible and in any event within 30 days.
7.5If you change your mind, you may cancel your Order or the Contract ONLY before We begin providing the Services subject to these Terms of Sale. For details of your cancellation rights, please refer to Clauses 10 and 11.
7.6We may cancel your Order at any time before We begin providing the Services in the following circumstances:
7.6.1The required personnel and/or required materials necessary for the provision of the Services are not available; or
7.6.2An event outside of Our control continues for more than 2 days (please refer to Clause 15 for events outside of Our control).
7.7If We cancel your Order under sub-Clause 7.6 and We have taken payment any such sums will be refunded to you as soon as possible and in any event within 30 days. If We cancel your Order, you will be informed by email.
7.8Any refunds due under this Clause 7 will be made using the same payment method that you used when ordering the Services.

8.Payment
8.1Payment for the Services is required upfront.
8.2We accept the following methods of payment on Our Site:
8.3Debit/Credit Cards

9.Provision of the Services
9.1As required by law, We will provide the Services with reasonable skill and care, consistent with best practices and standards in the accounting and tax advisory industry. We will begin providing the Services on the date agreed when you make your Order (which We shall confirm in the Order Confirmation.
9.2We will begin providing the Services on the date agreed upon when you make your Order.
9.3We will make every reasonable effort to provide the Services in a timely manner and to complete them on time. We cannot, however, be held responsible for any delays if an event outside of Our control occurs. Please refer to Clause 15 for events outside of Our control.
9.4If We require any information or action from you in order to provide the Services, We will inform you of this as soon as is reasonably possible.
9.5If the information you provide or the action you take under sub-Clause 9.4 is delayed, incomplete or otherwise incorrect, We will not be responsible for any delay caused as a result. If additional work is required from Us to correct or compensate for a mistake made as a result of delayed, incomplete or otherwise incorrect information or action that you have provided or taken, We may charge you a reasonable additional sum for that work.
9.6In certain circumstances, for example where there is a delay in you sending Us information or taking action required under sub-Clause 9.4, We may suspend the Services (and will inform you of that suspension by email).
9.7In certain circumstances, for example where We encounter a technical problem, We may need to suspend or otherwise interrupt the Services to resolve the issue. Unless the issue is an emergency that requires immediate action We will inform you in advance by email before suspending or interrupting the Services.
9.8If the Services are suspended or interrupted under sub-Clauses 9.6, or 9.7 you will not be required to pay for them during the period of suspension. You must, however, pay any sums that may already be due by the appropriate due date(s).
9.9If you do not pay Us for the Services as required by Clause 8, We may suspend the Services until you have paid any and all outstanding sums due. If this happens, we will inform you by email.
9.10The accuracy of all submissions to HMRC, including tax filings, is the responsibility of the Customer. VALESBIZ TAX & ADVISORY LTD acts solely as a facilitator and advisor. The Customer agrees to indemnify the company for any penalties, interest, or legal claims arising from inaccuracies, omissions, or fraudulent data submissions. The Customer acknowledges that they are solely responsible for the accuracy and completeness of the information provided for tax submissions. VALESBIZ TAX & ADVISORY LTD shall not be liable for any penalties, interest, or other damages arising from inaccurate or incomplete information provided by the Customer

10.Your Legal Right to Cancel (Cooling Off Period)
10.1If you are a consumer, you have a legal right to a “cooling off” period within which you can cancel the Contract for any reason. The Cooling-Off Period begins from the date your Order is accepted and an Order Confirmation is sent, and it ends when We commence work on your Order. You may cancel your Order or the Contract ONLY before We begin providing the Services subject to these Terms of Sale.
10.2If you wish to exercise your right to cancel under this Clause 10, you must inform Us of your decision within the cooling-off period. You may do so via email to info@sataxreturn.uk. If you request that the Services begin during the Cooling-Off Period, you acknowledge that your right to cancel will no longer apply once work has commenced. For partially completed Services, you will remain liable for a pro-rata charge for the Services provided up to the point of cancellation. If you request that the Services begin during the Cooling-Off Period, you acknowledge and agree that your right to cancel will no longer apply once work on the Services has commenced.

11.Cancellation After the Legal Cancellation Period
11.1Cancellations after We begin providing the Services are subject to specific terms. You may still be entitled to cancel immediately if:
11.1. 1 We breach the Contract in a material way and fail to remedy the breach within 5 working days of you asking Us to do so in writing; or
11.1. 2 We go into liquidation or have a receiver or administrator appointed over Our assets
11.2If you wish to cancel under this Clause 11, you must inform Us of your decision to do so via email
11.2.1Email: info@sataxreturn.uk
11.3Eligibility for refunds may vary according to the Services ordered. You will be required to pay for Services supplied up until the point at which you inform Us that you wish to cancel (please note that this may include charges for preparatory work that We have undertaken where We have reasonably incurred costs). Such sums will be deducted from any refund due to you or, if no refund is due, We will invoice you for the relevant sums. If you are cancelling due to Our failure to comply with these Terms of Sale or the Contract, you will not be required to make any payment to Us (unless such failure is due to an event outside of Our control or is due to your failure to comply with any of your obligations).
11.4Refunds under this Clause 11 will be issued to you within 30 days and in any event no later than 14 calendar days after the date on which you inform Us that you wish to cancel. Refunds will be made using the same payment method you used when ordering the Services.

12.Our Rights to Cancel
12.1For cancellations before we begin providing the Services, please refer to sub-Clause 7.6.
12.2We may cancel the Services after We have begun providing them due to an Event outside of Our control (as under sub-Clause 15.2.4), or due to the non-availability of required personnel and/or required materials necessary for the provision of the Services. In such cases, no payment will be due from you for Services not yet provided. If you have already made payments, refunds will be limited to the portion of Services not yet provided. Any costs for preparatory work that we have undertaken will be deducted from the refund due. Refunds will be processed within 14 calendar days and made using the same payment method unless otherwise agreed.
12.3Once We have begun providing the Services, We may cancel the Contract at any time and will give you at least 5 working days' written notice of such cancellation. You will only be required to pay for Services that you have received. Such sums will be deducted from any refund due to you or, if no refund is due, We will invoice you for the relevant sums.
12.4Refunds due under this Clause 12 will be issued to you within 30 days and in any event no later than 14 calendar days after the day on which We inform you of the cancellation. Refunds will be made using the same payment method you used when ordering the Services.
12.5We may cancel immediately by giving you written notice in the following circumstances:
12.5.1You fail to make a payment by the due date as set out in Clause 8
12.5.2You breach the contract in a material way and fail to remedy the breach within 5 days of Us asking you to do so in writing.
12.5.3You engage in illegal activities or use Our Services to facilitate fraud, tax evasion, or any other unlawful behavior. Refunds under Clause 12 are limited to Services not yet performed. For preparatory work or partially completed Services, a pro-rata deduction will apply.

13.Problems with the Services and Your Legal Rights
13.1We always use reasonable endeavours to ensure that Our Services are trouble-free. If, however, there is a problem with the Services please contact Us as soon as is reasonable possible via email at info@sataxreturn.uk.
13.2We will use reasonable endeavours to remedy problems with the Services as quickly as is reasonably possible and practical.
13.3We will not charge you for remedying problems under this Clause 13 where the problems have been caused by Us, any of Our agents or sub-contractors, or where nobody is at fault. If We determine that a problem has been caused by you, including your provision of incorrect or incomplete information or taking of incorrect action, sub-Clause 9.5 will apply and We may charge you for the remedial work.
13.4As a consumer, you have certain legal rights with respect to the purchase of services. For full details of your legal rights and guidance on exercising them, it is recommended that you contact your local Citizens Advice Bureau or Trading Standards Office. If We do not perform the Services with reasonable skill and care, you have the right to request repeat performance or, if that is not possible or done within a reasonable time without inconvenience to you, you have the right to a reduction in price. If the Services are not performed in line with information that We have provided about them, you also have the right to request repeat performance or, if that is not possible or done within a reasonable time without inconvenience to you (or if Our breach concerns information about Us that does not relate to the performance of the Services), you have the right to a reduction in price. If for any reason We are required to repeat the Services in accordance with your legal rights, We will not charge you for the same and We will bear any and all costs of such repeat performance. In cases where a price reduction applies, this may be any sum up to the full Price and, where you have already made payment(s) to Us, may result in a full or partial refund. Any such refunds will be issued without undue delay (and in any event within 14 calendar days starting on the date on which We agree that you are entitled to the refund) and made via the same payment method originally used by you. In addition to your legal rights relating directly to the Services, you also have remedies if We use materials that are faulty or incorrectly described.

14.Our Liability
14.1We will be responsible for any foreseeable loss or damage that you may suffer as a result of Our breach of these Terms of Sale or as a result of Our negligence. Loss or damage is foreseeable if it is an obvious consequence of Our breach or negligence or if it is contemplated by you and Us when the Contract is created. We will not be responsible for any loss or damage that is not foreseeable.
14.2We will not be responsible for any loss of profit, loss of business, interruption to business, or for any loss of business opportunity.
14.3Nothing in these Terms of Sale seeks to exclude or limit Our liability for failing to perform the Services with reasonable care and skill or in accordance with information provided by Us about the Services or about Us.
14.4Nothing in these Terms of Sale seeks to exclude or limit your legal rights as a consumer. For more details of your legal rights, please refer to Your local Citizens Advice Bureau or Trading Standards Office.

15.Events Outside of Our Control (Force Majeure)
15.1We will not be liable for any failure or delay in performing Our obligations where that failure or delay results from any cause that is beyond Our reasonable control. Such causes include, but are not limited to: power failure, internet service provider failure, industrial action by third parties, civil unrest, fire, explosion, flood, storms, earthquakes, subsidence, acts of terrorism, acts of war, governmental action, epidemic or other natural disaster, or any other event that is beyond Our reasonable control
15.2If any event described under this Clause 15 occurs that is likely to adversely affect Our performance of any of Our obligations under these Terms of Sale:
15.2.1We will inform you as soon as is reasonably possible;
15.2.2Our obligations under these Terms of Sale (and therefore the Contract) will be suspended and any time limits that We are bound by will be extended accordingly;
15.2.3We will inform you when the event outside of Our control is over and provide details of any new dates, times or availability of Services as necessary;
15.2.4If the event outside of Our control continues for more than 5 days We may cancel the Contract and inform you of the cancellation. Any refunds due to you as a result of such cancellation will be limited to the portion of Services not yet provided. Refunds will be processed within 14 calendar days after you inform Us of the cancellation, and will be made using the same payment method. For any preparatory work already undertaken, such amounts will be deducted from the refund due. Refunds will be limited to the portion of Services not yet provided, with any costs for preparatory work undertaken deducted from the refund due.
15.2.5If an event outside of Our control occurs and continues for more than 5 days and you wish to cancel the Contract as a result, you may do via email:
Email: info@sataxreturn.uk;
In each case, providing Us with your name, address, email address, telephone number, and Order Number. Any refunds due to you as a result of such cancellation will be paid to you as soon as is reasonably possible and in any event no later than 14 calendar days after the date on which you inform Us that you wish to cancel.

16.Communication and Contact Details
16.1If you wish to contact Us with general questions or complaints, you may contact Us by telephone at 0204 577 0969, by email at info@sataxreturn.uk.

17.Complaints and Feedback
17.1We always welcome feedback from Our customers and, whilst We always use all reasonable endeavours to ensure that your experience as a customer of Ours is a positive one, We nevertheless want to hear from you if you have any cause for complaint.
17.2All complaints are handled in accordance with Our complaints handling policy and procedure.
17.3If you wish to complain about any aspect of your dealings with Us, please contact Us:
17.3.1By email, addressed to Madeleine Salariu at info@sataxreturn.uk.
17.4 Complaints will be acknowledged within 3 working days and resolved within 14 working days where possible.

18.How We Use Your Personal Information (Data Protection)
We will only use your personal information as set out in
Our Privacy Policy.

19.Customer- Owned Data:
19.1. All data and documents uploaded by the Customer remain the property of the Customer, as between VALESBIZ TAX & ADVISORY LTD and the Customer ("Customer Data").
19.2. The Customer grants VALESBIZ TAX & ADVISORY LTD the right to use, display, and distribute the Customer Data for purposes of performing under this agreement.
19.3. All Customer Data will be processed in compliance with the UK GDPR and relevant data protection laws.
19.4. VALESBIZ TAX & ADVISORY LTD ensures that all reasonable physical, technical, and administrative measures are in place to secure Customer Data against unauthorized access, alteration, or loss. However, it is the Customer’s responsibility to ensure that the data and documents provided are accurate and complete for the intended purposes, including submission to HMRC.
19.5The Customer must:
19.5.1. Keep its passwords secure and confidential.
19.5.2. Be solely responsible for Customer Data and all activity in its account in the Service.
19.5.3. Use commercially reasonable efforts to prevent unauthorized access to its account and notify VALESBIZ TAX & ADVISORY LTD promptly of any unauthorized access.
19.5.4. Use the Service only in accordance with the Service’s knowledge base and applicable law.
19.6. While VALESBIZ TAX & ADVISORY LTD takes reasonable physical, technical, and administrative measures to secure the Service, it does not guarantee that the Service cannot be compromised. The Customer understands that the Service may not be error-free, and use may be interrupted.
19.7. The Customer has the right to access, correct, or request deletion of their data held by VALESBIZ TAX & ADVISORY LTD. All requests must be made in writing and will be processed in accordance with UK GDPR requirements


20. Mutual Confidentiality
20.1. Confidential Information means all non-public information disclosed by one party ("Discloser") to the other party ("Recipient"), whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. VALESBIZ TAX & ADVISORY LTD’s Confidential Information includes, without limitation, the Service (including the Service user interface design, layout, and pricing information).
20.2. The Recipient must use the same degree of care that it uses to protect the confidentiality of its own confidential information (but no less than reasonable care) not to disclose or use any Confidential Information of the Discloser for purposes outside the scope of this agreement.
20.3. Confidential Information does not include information that:
20.3. 1 Is or becomes generally known to the public without breach of any obligation owed to the Discloser.
20.3. 2 Was known to the Recipient before its disclosure by the Discloser.
20.3.3 Is received from a third party without breach of any obligation owed to the Discloser.
20.3.4 Was independently developed by the Recipient without using or accessing the Confidential Information.


21.Proprietary Property
21.1 The software, workflow processes, user interface, designs, know-how, and other technologies provided as part of the Service are the proprietary property of VALESBIZ TAX & ADVISORY LTD and its licensors. All rights, title, and interest in such items remain with VALESBIZ TAX & ADVISORY LTD.
21.2 The Customer may not:
21.2.1 Sell, resell, rent, or lease the Service.
21.2.2 Use the Service to store or transmit unlawful material.
21.2.3 Reverse engineer the Service.
21.2.4 Use the Service for competitive purposes.


22.Term and Termination
22.1. This agreement remains effective until terminated.

23.Maintenance of Customer Data:
23.1. Within 90 days after termination, Customer Data will be available to the Customer upon written request. After this period, VALESBIZ TAX & ADVISORY LTD has no obligation to maintain the Customer Data.

24.Liability Limit
24.1 VALESBIZ TAX & ADVISORY LTD is not liable for any indirect, special, incidental, or consequential damages arising from this agreement, including (but not limited to) loss of profits, data, or business opportunities. Nothing in this agreement excludes or limits liability for death or personal injury caused by negligence, fraud, or fraudulent misrepresentation.
24.2 The company’s total liability is limited to the amount paid by the Customer in the three months prior to the liability event.


25.Indemnity
25.1The Customer agrees to indemnify and hold VALESBIZ TAX & ADVISORY LTD harmless against claims, damages, penalties, or legal costs arising from:
25.1.1 The Customer’s actions, omissions, or provision of inaccurate, incomplete, or fraudulent data, including reasonable legal fees or costs incurred by VALESBIZ TAX & ADVISORY LTD in defending claims resulting from such actions.
25.1. 2 Breaches of this agreement by the Customer.
25.1.3 HMRC penalties, investigations, or legal claims resulting from errors, omissions, or inaccuracies in the Customer’s submissions to HMRC, except where such errors are directly attributable to the negligence of VALESBIZ TAX & ADVISORY LTD.


26.Other Important Terms
26.1We may transfer (assign) Our obligations and rights under these Terms of Sale (and under the Contract, as applicable) to a third party (this may happen, for example, if We sell Our business). If this occurs, you will be informed by Us in writing. Your rights under these Terms of Sale will not be affected and Our obligations under these Terms of Sale will be transferred to the third party who will remain bound by them.
26.2You may not transfer (assign) your obligations and rights under these Terms of Sale (and under the Contract, as applicable) without Our express written permission.
26.3The Contract is between you and Us. It is not intended to benefit any other person or third party in any way and no such person or party will be entitled to enforce any provision of these Terms of Sale.
26.4If any of the provisions of these Terms of Sale are found to be unlawful, invalid or otherwise unenforceable by any court or other authority, that / those provision(s) shall be deemed severed from the remainder of these Terms of Sale. The remainder of these Terms of Sale shall be valid and enforceable.
26.5No failure or delay by Us in exercising any of Our rights under these Terms of Sale means that We have waived that right, and no waiver by Us of a breach of any provision of these Terms of Sale means that We will waive any subsequent breach of the same or any other provision.
26.6We may revise these Terms of Sale from time to time in response to changes in relevant laws and other regulatory requirements. If We change these Terms of Sale at any time, We will give you at least 30 days written notice of the changes before they come into effect.

27.Law and Jurisdiction
27.1These Terms of Sale, and the relationship between you and Us (whether contractual or otherwise) shall be governed by, and construed in accordance with the law of England.
27.2If you are a consumer, any dispute, controversy, proceedings or claim between you and Us relating to these Terms and Conditions, or the relationship between you and Us (whether contractual or otherwise) shall be subject to the jurisdiction of the courts of England.
27.3If you are a business, any disputes concerning these Terms and Conditions, the relationship between you and Us, or any matters arising therefrom or associated therewith (whether contractual or otherwise) shall be subject to the exclusive jurisdiction of the courts of England.