Disclaimer and Terms & Conditions for Guarantees

Company Information

VALESBIZ TAX & ADVISORY LTD (“The Company”)
Company Number: 11683350
Registered Office: 128 City Road, London, EC1V 2NX
Phone: 0204 577 0969
Email: info@sataxreturn

Disclaimer for Guarantees 

The information and services provided by VALESBIZ TAX & ADVISORY LTD, including our guarantees, are subject to the following terms and conditions. By using our services, you acknowledge and accept the limitations and exclusions outlined below:

  • Client Responsibility: Guarantees apply only to tax returns prepared by VALESBIZ TAX & ADVISORY LTD and are contingent upon clients providing accurate, complete, and timely financial information and documentation.
  • Exclusions: Guarantees do not cover penalties, interest, or additional taxes arising from:
    - Client-provided inaccuracies, omissions, or fraudulent information.
    - Changes in HMRC regulations or policies after submission.
    - Non-compliance with UK tax laws or aggressive tax avoidance schemes.
  • Limitations: While we guarantee the accuracy of our calculations and compliance with HMRC regulations, VALESBIZ TAX & ADVISORY LTD does not assume responsibility for liabilities resulting from changes in tax legislation or client delays.
Tax Return Lifetime Guarantee Disclaimer
  • This guarantee applies only to tax returns prepared by our company and does not extend to errors or omissions resulting from inaccurate or incomplete information provided by the client.
  • While we guarantee accurate calculations based on the information you provide, this guarantee does not cover situations where HMRC imposes penalties or adjustments unrelated to our work, such as fraudulent activities or undeclared income on your part.
  • The audit support included in this guarantee is limited to assistance with responding to HMRC inquiries and does not include payment of any tax liabilities, penalties, or interest imposed by HMRC.
Taxes Done Right Disclaimer
  • The guarantee applies only to calculations and submissions completed by our company.
  • This guarantee does not cover penalties, interest, or additional taxes resulting from incomplete, inaccurate, or fraudulent information provided by the client.
  • While we strive for accuracy and compliance, this guarantee does not protect against changes in HMRC regulations or policies after the tax return has been filed.
Minimum Tax Guarantee Disclaimer
  • The guarantee applies only to tax savings opportunities identified based on the complete and accurate information you provide.
  • The guarantee does not include liability for additional tax, penalties, or interest imposed due to omissions, errors, or incomplete information supplied by the client.
  • While we strive to reduce your tax liability to the minimum amount permissible by law, this guarantee does not apply to penalties, fines, or additional taxes imposed due to changes in HMRC policies or legislation after the tax return is filed.

For further details, refer to the Terms & Conditions of Services for Guarantees below.

Terms & Conditions of Services for Guaranties 

1. Introduction 

These Terms and Conditions (“T&Cs”) outline the services provided by VALESBIZ TAX & ADVISORY LTD (“the Company”) in relation to the guarantees offered with our self-assessment tax return services. By engaging our services, you agree to these T&Cs.

The following guarantees are included in our services:

  • Tax Return Lifetime Guarantee
  • Minimum Tax Guarantee
  • Taxes Done Right Guarantee

2. Guarantees Offered

2.1 Tax Return Lifetime Guarantee

Description: Ensures 100% accurate calculations and provides audit support for the statutory seven-year period that HMRC retains tax returns.

  1. Scope of the Guarantee
    • This guarantee applies to individual self-assessment tax returns prepared and filed by our company.
    • The guarantee is valid for 7 years from the date the relevant tax return was filed with HMRC, in line with statutory requirements for record retention.
  2. Accuracy of Information
    • The guarantee is contingent upon the client providing complete, accurate, and timely information required to prepare the tax return.
    • We will not be held responsible for errors or omissions arising from inaccurate, incomplete, or fraudulent information provided by the client.
  3. Audit Support
    • In the event of an HMRC audit or inquiry, we will provide assistance in responding to HMRC questions related to the tax return prepared by us.
    • Audit support does not include representation in Tax Tribunal hearings, negotiations with HMRC for settlements, or any legal proceedings unless agreed upon under a separate engagement.
  4. Exclusions
    • This guarantee does not cover penalties, interest, or tax adjustments imposed by HMRC due to the client’s failure to disclose income, fraudulent activities, or non-compliance with tax laws.
    • This guarantee does not apply to tax planning advice, VAT, payroll, or corporate tax services unless expressly stated in our engagement letter.
  5. Limitations of Liability
    • Our liability under this guarantee is limited to correcting any errors in the tax return and providing audit support for the period specified.
    • We do not accept liability for consequential damages, loss of profits, or indirect losses arising from HMRC inquiries or audits.
  6. Client Responsibilities
    • Clients must retain all supporting documentation, such as receipts, invoices, and bank statements, for the statutory 7-year period.
    • Clients must notify us of any HMRC correspondence or inquiry within 7 days of receipt.
  7. Termination of Guarantee
    • The guarantee becomes void if the client fails to pay our fees, does not provide requested documentation, or engages in any fraudulent or non-compliant activity.
  8. Compliance with ENGLAND Legislation
    • This guarantee is subject to compliance with England tax laws and HMRC regulations. We reserve the right to amend these terms to reflect changes in legislation or professional standards.
  9. Dispute Resolution
    • Any disputes arising under this guarantee will be resolved in accordance with England law and subject to the exclusive jurisdiction of the courts of England and Wales.

2.2 Minimum Tax Guarantee

Description: Guarantees identification of all lawful deductions, reliefs, and allowances to minimize tax liability under current HMRC regulations.

  1. Scope of the Guarantee
    • This guarantee applies to individual self-assessment tax returns prepared and filed by our company.
    • The guarantee covers deductions, reliefs, and allowances available under current England tax legislation at the time of filing.
  2. Client Information and Responsibility
    • The client is responsible for providing complete, accurate, and timely information to enable us to identify all eligible deductions and reliefs.
    • We cannot guarantee the identification of deductions or reliefs if the client does not provide all required supporting documentation or fails to disclose relevant financial information.
  3. Accuracy and Compliance
    • All deductions, reliefs, and allowances claimed will comply with England tax laws and HMRC guidance.
    • We do not engage in aggressive tax schemes or avoidance strategies that could be challenged by HMRC.
  4. Limitations of Guarantee
    • This guarantee is limited to the identification of deductions and reliefs based on the information provided by the client.
    • The guarantee does not cover additional tax liabilities arising from changes in HMRC policies, retrospective legislation, or errors in information supplied by the client.
  5. Exclusions
    • The guarantee does not apply to claims made outside the statutory time limits set by HMRC.
    • It does not cover tax planning services or advice on capital gains, inheritance tax, or corporate tax unless included in a separate agreement.
  6. Client Notification Obligation
    • Clients must notify us promptly of any changes in their financial circumstances or receipt of additional income that could affect their tax liability.
  7. Audit and Inquiry Support
    • If HMRC questions any deductions or reliefs claimed under this guarantee, we will provide support in addressing their queries as part of our standard audit support services.
  8. Compliance with E Tax Laws
    • This guarantee is subject to compliance with HMRC requirements and England tax legislation. We reserve the right to amend the terms to reflect changes in laws or regulations.
  9. Dispute Resolution
    • Any disputes related to this guarantee will be resolved in accordance with England law and subject to the jurisdiction of the courts of England and Wales.

2.3 Taxes Done Right Guarantee

Description: Guarantees 100% accurate calculations for tax returns filed by VALESBIZ TAX & ADVISORY LTD.

  1. Scope of the Guarantee
    • This guarantee applies to individual self-assessment tax returns prepared and filed by our company.
    • The guarantee ensures the accuracy of calculations based on the information provided by the client.
  2. Client Information and Responsibility
    • The client is responsible for providing accurate, complete, and timely financial information and supporting documentation.
    • Any errors or omissions due to incomplete or inaccurate client information are excluded from the guarantee.
  3. Accuracy and Compliance
    • All calculations will comply with England tax laws and HMRC guidance at the time of filing.
    • This guarantee does not cover tax planning services, advisory work, or retrospective adjustments made by HMRC after filing.
  4. Audit and Inquiry Support
    • If  HMRC identifies an error in the calculations prepared by us, we will:
      • Correct the error at no additional cost.
      • Assist in responding to HMRC inquiries related to the accuracy of the calculations.
    • This support is limited to tax returns filed by our company and does not extend to penalties or interest arising from client-provided inaccuracies.
  5. Limitations of the Guarantee
    • The guarantee applies only to errors directly resulting from our calculations or submissions.
    • It does not cover changes in tax liability due to HMRC policy updates, legislative changes, or misinterpretation of information provided by the client.
  6. Exclusions
    • The guarantee does not apply to cases where the client fails to disclose all necessary financial information or provides inaccurate data.
    • It does not cover disputes arising from aggressive tax avoidance schemes or non-compliance with HMRC rules.
  7. Compliance with England Tax Laws
    • This guarantee is subject to England tax laws and HMRC requirements. Any amendments to these laws may necessitate updates to the terms of this guarantee.
  8. Dispute Resolution
    • Any disputes related to this guarantee will be resolved under England law and are subject to the jurisdiction of the courts of England.
  9. Notification of Errors
    • If the client believes an error has been made in their tax return, they must notify us in writing within 30 days of discovering the error.

3. General Terms for All Guarantees

3.1 Client Responsibilities

  • Accurate Information: The client must provide complete, accurate, and timely financial information and supporting documentation.
  • Timely Responses: The client must respond promptly to requests for additional information or clarification to ensure accurate completion of their tax return.

3.2 Limitations of Guarantees

  • These guarantees apply only to tax returns prepared and submitted by VALESBIZ TAX & ADVISORY LTD.
  • Any errors, penalties, or liabilities arising from:
    • Incomplete or inaccurate information provided by the client.
    • Changes in HMRC regulations or policies after submission.
    • Aggressive tax avoidance schemes or non-compliance with HMRC rules.
      are excluded from these guarantees.

3.3 Exclusions

  • Guarantees do not cover penalties, interest, or additional taxes arising from:
    • Late submission due to client delays.
    • Changes in HMRC policy or retrospective adjustments.
  • Support for disputes related to tax avoidance schemes or aggressive tax planning is excluded.

3.4 Notification of Errors

  • The client must notify VALESBIZ TAX & ADVISORY LTD in writing of any perceived errors within 30 days of discovery.
  • VALESBIZ TAX & ADVISORY LTD reserves the right to investigate and correct any errors at its sole discretion.

4. Audit and Inquiry Support

  • Tax Return Lifetime Guarantee: Includes support for HMRC audits related to tax returns prepared by VALESBIZ TAX & ADVISORY LTD for up to seven years from the date of submission.
  • Audit support covers:
    • Responding to HMRC inquiries.
    • Explaining calculations and deductions.
  • Audit support does not cover:
    • Additional taxes or penalties due to errors in client-provided information.
    • Representation during tribunal or court proceedings (available as a separate service).

5. Minimum Tax and Tax Reliefs

  • VALESBIZ TAX & ADVISORY LTD ensures every eligible relief and deduction is applied based on UK tax laws.
  • Reliefs and deductions applied are limited to:
    • The information provided by the client.
    • Current HMRC regulations at the time of submission.
  • VALESBIZ TAX & ADVISORY LTD does not guarantee eligibility for reliefs based on insufficient or incomplete information.

6. Liability and Indemnity

  • VALESBIZ TAX & ADVISORY LTD’s liability under these guarantees is limited to the cost of preparing the tax return.
  • The Company is not liable for:
    • Indirect or consequential losses.
    • Penalties or fines imposed by HMRC due to client-provided inaccuracies.
  • Clients agree to indemnify VALESBIZ TAX & ADVISORY LTD against any claims, losses, or liabilities arising from errors or omissions in client-provided data.

7. Dispute Resolution

  • Any disputes arising from these guarantees will be resolved under the jurisdiction of the courts of England.
  • VALESBIZ TAX & ADVISORY LTD reserves the right to amend these terms as required by changes in tax laws or HMRC regulations.

8. Refund Policy

  • Refunds for tax preparation services are not available once the tax return has been filed unless VALESBIZ TAX & ADVISORY LTD is proven to have made an error in the calculations.

9. Privacy and Data Protection

  • VALESBIZ TAX & ADVISORY LTD complies with the General Data Protection Regulation (GDPR) and other applicable data protection laws in the UK.
  • Client data will be processed only for the purposes of preparing and submitting the tax return and providing support services under the guarantees.

10. Contact Details

For any inquiries, please contact us:
VALESBIZ TAX & ADVISORY LTD
128 City Road, London, EC1V 2NX
Phone: 0204 577 0969
Email: info@sataxreturn.uk

11. Acceptance of Terms

By engaging VALESBIZ TAX & ADVISORY LTD for self-assessment tax return services, you acknowledge and agree to these T&Cs and Disclaimers.