Terms & Conditions

Last Updated: 3 June 2026

Important: Invatax is VAT threshold tracking software. It is not a substitute for professional tax, legal, accounting, or VAT advice. You remain responsible for checking your own VAT position with an accountant, tax adviser, or HMRC before acting.

1. Introduction

These Terms govern your use of the Invatax website and app.

By creating an account, using Invatax, or subscribing to a paid plan, you agree to these Terms.

Invatax is operated by Invatax Ltd, a company registered in England and Wales. Company number and registered office details should be completed before full public launch.

2. Service Description

Invatax provides software tools to help UK businesses monitor rolling 12-month taxable turnover against the VAT registration threshold.

The app may show warnings, forecasts, reports, reminder emails, and accounting software sync results. These are guidance outputs based on the data entered or synced.

Invatax does not provide regulated tax, legal, accounting, or financial advice. Invatax does not make a final VAT registration decision for you.

Accounting software integrations, email delivery, payment services, hosting, and monitoring services may fail, be delayed, or be temporarily unavailable. If an integration fails, you remain responsible for checking the underlying records and confirming your VAT position.

3. User Responsibilities

Users are responsible for:

• Ensuring submitted or synced data is complete and accurate
• Maintaining account security
• Reviewing VAT obligations independently
• Checking HMRC requirements directly
• Checking whether sales are standard-rated, reduced-rated, zero-rated, exempt, outside scope, reverse charge, overseas, mixed, unusual, or linked to more than one business/entity
• Speaking to an accountant, tax adviser, or HMRC before making VAT registration decisions

4. No Guarantee

While reasonable efforts are made to ensure accuracy, Invatax does not guarantee:

• VAT calculations are error free
• HMRC acceptance
• Accounting accuracy
• Prevention of penalties
• Uninterrupted availability of the app
• That Xero, QuickBooks, Stripe, Supabase, Resend, Netlify, or other third-party services will always be available

Users remain responsible for compliance.

5. Subscription & Billing

Invatax paid plans are billed through Stripe. Subscriptions renew automatically unless cancelled before the next billing date.

You can manage payment details, invoices, plan changes, and cancellation through the Stripe customer portal from inside Invatax where available. The in-app billing buttons should send you to Stripe rather than asking you to send payment details to Invatax.

If you cancel, Stripe will show whether cancellation takes effect immediately or at the end of the current paid billing period or trial. In most cases, cancelling stops future renewals rather than deleting the account straight away.

If a payment fails, your access may be restricted until payment is resolved. If a subscription ends, is cancelled, becomes unpaid, or is marked inactive by Stripe, paid features may be restricted at the point Stripe and Invatax show the subscription is no longer trialing or active.

Refunds are discretionary unless required by law. We do not normally provide refunds for partial billing periods after a plan has renewed, but you can contact us if something has gone wrong or if you believe a charge was made in error.

6. Acceptable Use

Users must not:

• Attempt unauthorised access
• Reverse engineer the platform
• Abuse APIs
• Upload malicious content
• Use the service unlawfully

7. Intellectual Property

All branding, software, designs, and content belong to Invatax Ltd.

8. Suspension

We may suspend accounts for:

• Fraud
• Abuse
• Non-payment
• Security risks
• Attempts to bypass subscription, security, or access controls

9. Liability Limitation

To the maximum extent permitted by law:

Invatax Ltd shall not be liable for indirect, consequential, or business losses.

Invatax Ltd shall not be liable for losses caused by inaccurate, incomplete, or delayed data entered by users, synced from third-party accounting software, or received from third-party services, except where liability cannot legally be excluded.

Total liability shall not exceed the amount paid by the user in the previous 12 months.

Nothing excludes liability where unlawful.

10. Data Protection

Personal data is handled in accordance with our Privacy Policy.

Where Invatax processes personal data on behalf of a customer, the Data Processing Agreement applies and forms part of these Terms.

11. Cancellation, Data Retention and Account Deletion

Cancelling your subscription stops future billing according to the cancellation timing shown by Stripe, but it does not automatically delete your Invatax account data.

After cancellation, account access may remain available until the end of the current trial or paid billing period if Stripe shows the subscription is still trialing or active. Once the subscription is no longer trialing or active, paid dashboard access may be restricted unless the subscription is reactivated or payment is resolved.

Your business profile, turnover entries, VAT threshold calculations, reports, settings, and audit records are retained while your account remains active or as needed to provide the service, resolve disputes, maintain security, and comply with legal obligations. Cancellation alone should not erase turnover history or reports.

You may request deletion of your account data through the app where available or by contacting info@invatax.co.uk. Confirmed deletion requests are normally queued for deletion or anonymisation of operational account data within 30 days. Some billing, audit, security, fraud-prevention, tax, legal, or dispute records may need to be retained for longer.

12. Changes

We may update these Terms from time to time.

13. Legal Review

These Terms are written in plain English for launch readiness, but final legal review is recommended before public launch or wider marketing.

14. Governing Law

These Terms are governed by the laws of England and Wales.