Terms & Conditions

1. Who We Are and Acceptance of These Terms

Irish Tax Mate ("we", "us", "our") provides tax return preparation, tax refund review, and related advisory services to individuals in Ireland. We are registered with Irish Revenue and act as tax agent for clients who authorise us to do so.

By accessing our website, using our calculators, submitting the "Get Started" form, or engaging any of our services, you ("you", "the client") agree to be bound by these Terms & Conditions and by our Privacy Policy, which is incorporated by reference. If you do not agree, please do not use our website or services.

These Terms apply to every service we offer, including Tax Return preparation, Tax Back reviews, CGT Review, CAT Review, Payslip Review, Termination Review, and our Premium package.

2. Scope of Our Services

2.1 We advise on matters arising only under the tax laws of the Republic of Ireland. We are not qualified to advise on the tax laws of any other jurisdiction, including Northern Ireland, the United Kingdom, or any country outside Ireland. If your situation involves foreign tax matters, we recommend seeking advice from a professional qualified in that jurisdiction alongside our services.

2.2 Depending on the service you engage, we will:

• Prepare a computation of your income subject to Irish tax for the relevant tax year(s), including expenses and reliefs that qualify under Irish tax law;
• Review your Revenue record, where you have engaged our Tax Back service, to identify credits, reliefs, or refunds you may be entitled to, for up to the four tax years permitted under Irish law;
• Once you have reviewed and approved our computation, transmit the corresponding return or claim to the Revenue Commissioners on your behalf, provided you have authorised us to act as your agent.

2.3 In law, a taxpayer cannot contract out of their own fiscal responsibilities. Our computations and returns are prepared on your behalf and based on the information you provide — responsibility for the accuracy of your tax affairs ultimately rests with you, as set out in Section 4 below.

2.4 Our free calculators (Salary After Tax, Refund Estimate, CGT, Redundancy, Rental Income, and others available on our website) provide estimates for informational purposes only. They are not a substitute for a full review of your circumstances and should not be relied on as definitive tax advice.

3. Eligibility

You must be at least 18 years old to engage our services or to submit personal data through our website. By submitting your details, you confirm that the information provided is accurate and that you are the person to whom it relates.

4. Your Responsibilities as a Client

Irish tax operates on a self-assessment basis: the legal obligation to make accurate returns, payments, and disclosures rests with you, the taxpayer, and is reinforced by Revenue penalties and interest for non-compliance. To allow us to act on your behalf, you agree to:

• Provide full, true, and complete disclosure of all sources of income, charges, allowances, and capital transactions relevant to your tax affairs;
• Review any return, computation, or claim we prepare and confirm it is complete and accurate before it is submitted to Revenue in your name;
• Provide the information and documents we request in good time for returns and claims to be prepared and submitted within statutory deadlines;
• Notify us promptly of any material change in your circumstances, including new income sources, life events, or changes to your contact or Revenue details;
• Forward to us, in good time, any correspondence, notice of assessment, or statement of account you receive directly from Revenue that relates to a matter we are handling for you.

We rely on the information and documents you provide being true, correct, and complete. We do not independently audit or verify the information you give us.

5. Fees, Payment, and Success-Based Pricing

5.1 Our current services are priced as follows, and the applicable fee will always be confirmed with you before work begins. All fees stated below and elsewhere on our website are exclusive of VAT; VAT is added at the standard rate (currently 23%) at the point of invoicing, unless stated otherwise.

• Tax Return: a fixed fee, quoted in advance based on the complexity of your return, plus VAT.
• Tax Back (refund review): no fee unless we identify a refund on your behalf. Where a refund is found, our fee is 15% of the amount recovered, plus VAT. If no refund is identified, you owe us nothing for the review.
• Premium: an annual subscription fee covering the services described on our website at the time of purchase, plus VAT — see Section 5.6 for how our subscription services work.
• Other services (CGT Review, CAT Review, Payslip Review, Termination Review) are priced individually and confirmed before we begin work, plus VAT.

5.2 For fixed-fee services, an invoice will be raised, and payment is due, before your return is transmitted to Revenue. For Tax Back reviews, our fee becomes due once the refund amount has been confirmed and communicated to you, before or upon payment of the refund, as agreed at the time.

5.3 Payments are processed through a third-party payment provider. We do not store your full card details on our own systems.

5.4 Any discount code applied to your engagement is subject to the terms communicated to you at the time it was issued and may not be combined with other offers unless stated. Discount codes are applied to the fee exclusive of VAT.

5.5 Refunds of our fee. Because our Tax Return and Premium fees reflect work carried out on your behalf, fees already earned for work performed are generally non-refundable. If we are unable to complete a service due to our own error or inability to perform, we will consider a refund at our discretion. This clause does not affect your separate, statutory right to cancel certain services within a cooling-off period where applicable under Irish and EU consumer protection law — see Section 12.

5.6 Premium subscription terms. Our Premium package is billed on an annual, recurring basis:

• Your subscription automatically renews at the end of each annual period, at the price then in effect, unless you cancel before the renewal date.
• We will make reasonable efforts to notify you ahead of renewal and of any price change, in line with applicable consumer protection requirements.
• You can cancel your Premium subscription at any time by contacting hello@irishtaxmate.ie; cancellation takes effect at the end of the current paid period, and we do not provide partial refunds for the remainder of a period already paid for.
• If a renewal payment fails, we may suspend Premium features until payment is resolved.

6. Authorising Us as Your Tax Agent

Where you engage our services, you may be asked to separately authorise us to act as your registered tax agent with Irish Revenue. The specific scope of that authorisation, how it works, and how to revoke it are set out in our Authorisation Terms, which form part of your agreement with us alongside these Terms.

We are registered with Irish Revenue. This registration is an administrative requirement for acting as a tax agent and does not constitute an endorsement by Revenue of the quality of our services.

7. Confidentiality and Your Data

We treat the personal and financial information you share with us as confidential and will not disclose it to third parties except where necessary to provide our services (for example, filing with Revenue), where required by law or regulation, or with your consent. Full detail on what we collect, why, how long we retain it, and your rights is set out in our Privacy Policy, which forms part of these Terms.

Because we are subject to Irish anti-money-laundering obligations, we are required to retain certain client records, including identity and engagement records, for a minimum period even after our engagement with you ends — this is explained further in our Privacy Policy.

8. Intellectual Property

The content on our website — including text, design, our calculators, and our guides — belongs to Irish Tax Mate or is used under licence and is protected by copyright and other intellectual property laws. You may not copy, reproduce, or reuse this content for commercial purposes without our written permission. You retain ownership of any documents you provide to us; by sharing them, you grant us a licence to use them solely to deliver the services you have engaged.

9. Use of Our Website and Online Tools

Our calculators and any AI-assisted tools available on our website (including our chat widget) provide general information and estimates only. They do not constitute professional tax advice and do not create a client relationship on their own. You should not rely solely on a calculator result or an automated response when making a financial decision — engage our paid services for advice specific to your circumstances.

You agree not to misuse our website, including by attempting to access it in an unauthorised way, submitting false information, or using automated tools to extract data from it without our permission.

10. Limitation of Liability

10.1 It is a condition of our acceptance of your instructions that our liability to you arising out of, or in connection with, our engagement (whether for breach of contract, breach of statutory duty, negligence, or otherwise) is limited to five times the fees paid to us in respect of the specific service giving rise to the liability.

10.2 Nothing in these Terms limits our liability for fraud or fraudulent concealment, or for any liability that cannot lawfully be limited or excluded under Irish or EU law, including certain statutory consumer rights.

10.3 We are not liable for losses arising from a change in tax law or Revenue policy published after the date on which our advice was given, or for losses arising because you acted on advice from an earlier engagement without confirming with us that it remained valid.

11. Use of Our Advice

We provide our services for your exclusive benefit and for the specific matter agreed between us. No one other than you is entitled to rely on our advice or work product. You agree not to share our advice or computations with third parties for their own reliance without our written permission.

12. Your Right to Cancel (Consumer Cooling-Off Period)

If you are a consumer engaging our services online or by phone, you may have a statutory right under EU and Irish distance-selling regulations to cancel within 14 days of entering into the agreement, without giving a reason. Where you ask us to begin work within that period, you acknowledge that you may lose part or all of this cancellation right once the service has been fully performed, and that you may be required to pay for services already provided up to the point of cancellation. Full detail on how to exercise this right will be provided separately at the point of engagement, as required by law.

13. Complaints and Dispute Resolution

If you are unhappy with any aspect of our service, please contact us first at hello@irishtaxmate.ie so we can try to resolve the matter directly. If we are unable to resolve a complaint informally, both parties agree to attempt resolution through mediation before pursuing court proceedings.

14. Governing Law and Jurisdiction

These Terms are governed by the laws of the Republic of Ireland. Any dispute arising from these Terms or your use of our services is subject to the exclusive jurisdiction of the courts of the Republic of Ireland.

15. Changes to These Terms

We may update these Terms from time to time. We will update the "Last updated" date at the top of this page, and for material changes we will make reasonable efforts to notify clients with an active engagement. Continued use of our website or services after a change takes effect means you accept the updated Terms.

16. Contact Us

Irish Tax Mate
Email: hello@irishtaxmate.ie
Dublin, Ireland