Last updated: 9 June 2026
Sorted Tax is the trading name of Ovings Limited, a company registered in England and Wales (Company No. 13076420), with its registered office at 59 Chapel Street, Stourbridge, West Midlands, United Kingdom, DY9 8BX.
Please read these Terms and Conditions carefully before using our services. By submitting an intake form or making a payment, you agree to be bound by them.
Sorted Tax provides fixed-fee, online UK tax filing services, including Self Assessment tax returns and Capital Gains Tax returns for UK property. Our services are carried out by CIMA-qualified chartered accountants and we are an HMRC Authorised Agent.
For any questions, contact us at: contact@sorted.tax or 0203 670 0770.
We offer the following services:
| Service | Price | Description |
|---|---|---|
| Simple Self Assessment Tax Return | £149 | For individuals with UK-based income including employment, self-employment, rental income, and PAYE. |
| Advanced Self Assessment Tax Return | £199 | For individuals with more complex situations including cryptocurrency, foreign income, shares, capital gains, and share schemes. |
| Solo CGT Filing | £299 | Capital Gains Tax return for a single individual following a UK property sale, including the 60-day CGT return required by HMRC. |
| Joint CGT Filing | £449 | Capital Gains Tax return for two individuals (e.g. a couple) following a joint UK property sale. |
| Trio CGT Filing | £598 | Capital Gains Tax return for three individuals following a shared UK property sale. |
All prices are as stated. The specific service you are purchasing will be confirmed at the point of payment.
Once you submit your intake form and make payment:
We cannot begin preparing your return until all required documents and information have been received. The 3 working day turnaround applies from the point we have everything we need, not from the point of initial submission.
To enable us to provide the service, you agree to:
Where you upload multiple documents relating to the same transaction, our accountants will not cross-check them for consistency. If the volume of documents is unreasonably large, we reserve the right to request a summarised version.
You are responsible for the accuracy of the information you provide to us. Sorted Tax prepares your return based on the information you supply. We are not liable for errors, penalties, or additional tax liabilities arising from inaccurate, incomplete, or misleading information provided by you.
Payment is required in full before we begin preparing your return. We accept payment via the methods available at the point of checkout.
All prices are as stated on our website at the time of purchase. We reserve the right to update our pricing at any time. Changes will not affect orders already placed and paid for.
Our fees cover the preparation and filing of your return as described. Any disbursements or third-party costs incurred on your behalf will be agreed with you separately before being charged.
Our fee includes one amendment to your return following initial preparation, where that amendment arises from information you have already provided. Where amendments arise from an error on our part, there is no limit on the number of amendments we will make.
Amendments to a filed return can only be submitted to HMRC within 12 months of the original filing date. It is your responsibility to review your return carefully before approving it and to contact us within 3 days of filing if you identify an issue. We are not liable for penalties or interest arising from amendments where you failed to provide complete and accurate documents in the first instance, or where you did not contact us within this timeframe.
If you purchase a service and subsequently become inactive for a period of 3 months from the date of payment, the service will be cancelled. After this point you are not entitled to a refund; any payment made will be converted to credit redeemable against the same service.
It is your responsibility to ensure your return is filed before the relevant HMRC deadline. While we aim to complete returns within 3 working days, you must submit your intake form with sufficient time for us to prepare and file your return before any applicable deadline.
Sorted Tax is not liable for HMRC penalties, interest, or surcharges arising from:
You may cancel your order and request a full refund at any time before we have begun preparing your return. To cancel, contact us at contact@sorted.tax.
Once preparation of your return has begun, we are unable to offer a refund, as professional time and effort will have been committed to your case. If we are unable to complete your return due to circumstances on our end, we will offer you a full refund.
Refunds are not issued once a return has been filed with HMRC, unless there has been a demonstrable service failure on our part. Where a refund is issued as a resolution to a complaint, the amount will be determined by our support team following an internal review.
We are committed to providing a high-quality service that is efficient and effective. If you have cause for complaint, please contact us at contact@sorted.tax. We will investigate carefully and promptly and do everything reasonable to put it right.
Where remedial action is required, we may apply one or more of the following resolutions: reassignment of your case to a different accountant; a discount on a future service; or a full or partial refund. The decision as to which remedy applies rests with our support team.
HMRC may sometimes enquire into a submitted tax return. If HMRC contacts you following a return we have filed on your behalf, please notify us immediately at contact@sorted.tax.
Our fixed fee covers the preparation and filing of your return only. Responding to HMRC enquiries, appeals, or investigations falls outside the scope of the standard service and may be subject to additional fees, which we will agree with you in advance.
We will carry out our services with reasonable skill and care in accordance with professional accounting standards.
Our total liability to you in connection with the services, whether arising from contract, tort (including negligence), or otherwise, is limited to the fee paid by you for the specific service in question. We are not liable for any indirect, consequential, or special losses, including loss of profits, loss of data, or any HMRC penalties or interest charges, except where such liability cannot be excluded by law.
Exclusion — information provided by you. We are not liable for losses, penalties, surcharges, or additional tax liabilities caused by inaccurate, incomplete, or misleading information provided by you, or by your failure to act on our advice or provide us with relevant information.
Exclusion — third parties. We are not liable for losses caused by the acts or omissions of any third party, including HMRC, or by circumstances outside our reasonable control.
Exclusion — fraud or misrepresentation. We are not responsible for any loss, damage, or expense arising from information that has been withheld, concealed, or misrepresented to us. This exclusion does not apply where such misrepresentation should have been evident to us in carrying out our work with reasonable care and skill.
Exclusion — SA302 and other documents. We are not liable to provide further documentation regarding the SA302 if it is rejected by a third party such as a mortgage lender. Where additional documentation is required, our accountants may quote separately for this work.
Exclusion — rebates. Tax rebates are issued and regulated exclusively by HMRC. We are not liable for any expense arising from a rebate being amended or withheld by HMRC after filing. We have no legal authority to execute HMRC identity verification on your behalf or to investigate the status of any rebate.
Exclusion — external services. Where you engage a third-party accountant or adviser for services we do not offer, those services remain entirely separate from ours and we accept no responsibility for them.
Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, fraud or fraudulent misrepresentation, or any other liability that cannot be excluded by law.
You agree to indemnify us and our accountants against any claim, including any claim for negligence, arising from any unauthorised disclosure by you (or any person for whom you are responsible) of advice or opinions we have provided, whether in writing or otherwise. This indemnity extends to the costs of defending any such claim.
Our services are for your sole use. We accept no responsibility to any third party for advice, information, or materials produced as part of our work for you, unless we have expressly agreed in writing that a named third party may rely on our work. Nothing in these terms confers any benefit on any third party under the Contracts (Rights of Third Parties) Act 1999.
As a professional services firm, we are required to identify our clients for the purposes of UK anti-money laundering legislation. We may request and retain such information and documentation as we require for these purposes and may carry out searches of appropriate databases.
In some circumstances we may receive commissions or other benefits for introductions to other professionals or in respect of transactions we arrange for you. Where this is the case, we will inform you.
Unless you instruct us otherwise, we may communicate with you and with third parties via email or other electronic means. The recipient is responsible for virus-checking emails and any attachments.
There is inherent risk in electronic communication, including non-receipt, delayed receipt, misdirection, and interception. We use virus-scanning software to reduce these risks but cannot be held responsible for damage caused by viruses or for communications corrupted or altered after despatch. By using our services you accept these risks. If you would prefer to communicate by post, please let us know.
Any correspondence sent by post is deemed to arrive at your address two working days after the date it was sent.
You have a legal responsibility to retain documents and records relevant to your tax affairs. Required retention periods under UK law are:
We may destroy correspondence and other papers we hold, electronically or otherwise, after 6 years. Please notify us if you require specific documents to be retained for longer.
We will record all advice on important matters in writing or by email. Oral advice is not intended to be relied upon unless confirmed in writing. If we provide advice during a call or meeting that you wish to rely on, please ask us to confirm it in writing.
We will only assist with the implementation of advice if specifically instructed and agreed in writing.
All content on the Sorted Tax website, including text, graphics, logos, and Knowledge Hub articles, is the property of Ovings Limited and is protected by copyright. You may not reproduce, distribute, or use our content without our prior written consent. We retain copyright in all documents and materials we prepare as part of our engagement with you, except where the law provides otherwise.
If any provision of these terms is found to be void or unenforceable, it will be treated as removed and the remainder of these terms will continue in full force. In the event of any conflict between these terms and any engagement letter or schedule, the relevant provision in the engagement letter or schedule will take precedence.
Our work begins when you submit your intake form and make payment. Either party may terminate the engagement by giving no less than 21 days' written notice. We may terminate immediately if you fail to cooperate with us or if we have reason to believe you have provided misleading information to us or HMRC.
Termination is without prejudice to any rights that have already accrued to either party. On termination, we will endeavour to agree arrangements for completing any work in progress, unless we are required to cease work immediately for legal or regulatory reasons.
Unless otherwise agreed, this engagement ends upon successful filing of your return and confirmation of submission from HMRC.
We observe and act in accordance with the by-laws, regulations, and ethical guidance of the Chartered Institute of Management Accountants (CIMA). We are authorised to correct errors made by HMRC where we become aware of them. We will not be liable for any loss or cost arising from our compliance with statutory or regulatory obligations.
We hold professional indemnity insurance in accordance with our professional body requirements.
All communication between us is confidential. We will take all reasonable steps to keep your information confidential, except where we are required to disclose it by law, by a regulatory body, by our insurers, or as part of an external peer review.
We reserve the right, for the purposes of promotional activity or training, to mention that you are a client, without disclosing any confidential information.
We comply with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 in respect of your personal data. For full details of how we collect, use, and store your information, please see our Privacy Policy. By using our services, you confirm that you have read and understood our Privacy Policy.
For data protection queries, contact our Data Protection Officer at: dpo@sorted.tax.
We will inform you if we become aware of any conflict of interest in our relationship with you. Where a conflict arises that can be managed through appropriate safeguards, we will do so, where possible with your informed consent. Where a conflict cannot be adequately managed, we will be unable to continue acting for you and will notify you promptly.
We reserve the right, to the extent permitted by law, to exercise a lien over all funds, documents, and records in our possession until all outstanding fees and disbursements have been paid in full.
We may update these Terms and Conditions from time to time. When we do, we will update the date at the top of this page. Continued use of our services after changes constitutes acceptance of the updated terms.
These terms are governed by the laws of England and Wales. Any disputes arising from these terms or your use of our services will be subject to the exclusive jurisdiction of the courts of England and Wales. Each party irrevocably waives any right to object to any action being brought in those courts or to claim that those courts do not have jurisdiction.
