Refund policy

The £29 Self Assessment fee is intended to unlock return pack and preparation workspace access for one tax year. It does not include direct HMRC submission.

UK distance-selling rules can give consumers cancellation rights, but digital access and downloads need clear consent and acknowledgement before immediate access starts. TaxLi should keep that acknowledgement in checkout before live payments.

A refund can normally be considered if you paid by mistake and have not used the paid return pack access, downloaded the pack, or requested paid support connected to that access.

Once paid access has been used or a return pack has been generated/downloaded, refunds should be reviewed case by case, especially where the service was unavailable or the charge was duplicated.

Accountant Checked and Done For You support may have separate pricing, scope, cancellation and refund terms once live payments are enabled for those services.

Contact billing@taxli.co.uk with your account email, tax year, payment reference if available, and a short explanation. We will review the request and confirm next steps.

Duplicate charges, failed unlocks, failed downloads or extended service outages should be reviewed promptly and may be refunded or corrected after support checks the payment and entitlement records.

Support will check the payment record, entitlement status, download history where available, support ticket history, and whether the issue was caused by a TaxLi service problem. We may ask for extra details before confirming the outcome.

If payment succeeds but your return pack does not unlock or download, raise a support ticket from the signed-in account first. TaxLi should try to correct the entitlement or regenerate the pack before treating the issue as a refund request.

This refund policy is a Launch 1 working version. It must be reviewed against the final payment provider, receipt flow, consumer terms and support process before accepting real customer payments.