1. Agreement
These terms govern access to and use of Self Assessment Software (the “Service”), operated by Swift Catalyst Ltd (“we”, “us”), Company No. 17130521, VAT No. 517276581.
By creating an account, signing in, or using the Service, you agree to these terms on behalf of yourself and, if applicable, the organisation you represent. If you do not agree, do not use the Service.
2. What the Service is
The Service is dedicated UK year-end Self Assessment software: SA100 and related supplementary pages, partnership SA800 path, combined tax calculation, SA302-style estimates and schedules, and an HMRC filing desk.
The Service is not bookkeeping, corporation tax (CT600), payroll, VAT returns, Companies House filings, or a substitute for a qualified tax adviser. Making Tax Digital quarterly Income Tax updates are not included in the current public price and may be offered later as a separate product or add-on.
3. Accounts and organisations
You must provide accurate registration details and keep login credentials confidential. You are responsible for activity under your organisation’s accounts.
An individual organisation is for filing your own return and must not be used to manage other people’s clients. Practices must use a practice organisation and filing credits when filing for clients.
We may suspend or terminate access if we reasonably believe these terms are breached, if fees are unpaid when due, or if needed to protect the Service or other users.
4. Licence
We grant you a limited, non-exclusive, non-transferable right to use the Service for your organisation’s own Self Assessment work, subject to these terms and any plan or credit pack you purchase.
You must not reverse engineer, scrape, resell, or misuse the Service, attempt to access another organisation’s data, or interfere with security or availability.
All intellectual property in the Service remains ours or our licensors’. Your return data remains yours (or your clients’, as between you and them).
5. Pricing and payment
Published list prices exclude VAT unless stated otherwise and may change. Individuals pay per tax year when they file (Employment & investment £39, Self-employed & property £49, Partnership £69 on current public plans). Practices buy filing credits; one credit equals one client tax year at filing. Drafting does not consume a credit or individual filing fee.
When you have paid for a tax year (or used a credit for that client year), amendments for that same return year are included under the current public model.
Payment is taken through our payment process when billing is enabled for a filing or credit purchase. Failed or disputed payments may delay or block filing.
6. No tax advice
The Service provides software tools and calculations based on data you enter. It does not create a client–adviser relationship and is not regulated tax advice.
You (and, for practices, your firm) remain solely responsible for the completeness and accuracy of information entered and for figures submitted to HMRC.
7. HMRC filing
Online filing depends on HMRC systems, authentication, and your organisation’s eligibility. We do not control HMRC downtime, rejection reasons, or changes to HMRC specifications.
You must check acknowledgements, deadlines and penalties on GOV.UK. Filing on time and paying tax to HMRC remain your responsibility.
SA302-style reports produced by the Service are estimates from your return boxes and are not official HMRC SA302 documents unless and until HMRC issues one.
8. Acceptable use and content
You must use the Service lawfully and only for legitimate Self Assessment work. You must not upload malware, attempt unauthorised access, or use the Service to infringe others’ rights.
You warrant that you have the right to process any personal data you enter (including client data for practices) and that doing so complies with UK data-protection law. Our Privacy notice explains how we process personal data as controller of the platform.
9. Availability and changes
We aim to keep the Service available but do not guarantee uninterrupted access. We may update features, forms and calculations to follow HMRC rules or improve the product.
We may change these terms by posting an updated version on this page. Material changes will update the “Last updated” date. Continued use after changes constitutes acceptance of the revised terms.
10. Liability
Nothing in these terms excludes or limits liability for death or personal injury caused by negligence, fraud, or any liability that cannot be limited under English law.
Subject to that, we are not liable for indirect or consequential loss, loss of profit, loss of data (beyond our obligation to take reasonable security measures), or HMRC penalties arising from figures you enter or from late filing.
Our total aggregate liability arising out of or in connection with the Service in any 12-month period is limited to the fees you paid us for the Service in that period (or £100 if greater where no fees were paid).
11. Governing law
These terms are governed by the laws of England and Wales. The courts of England and Wales have exclusive jurisdiction, except that we may seek injunctive relief in any jurisdiction to protect our intellectual property or the security of the Service.
12. Contact
Questions about these terms: info@selfassessmentsoftware.co.uk or use the contact form on this website.