Refund Policy

At CATTAX, we want you to feel confident in the services we provide. We aim to deliver high‑quality tax and accountancy support, but we also understand that sometimes things don’t go as planned. This Refund Policy explains when and how refunds may be offered

When you can request a refund

We may offer a refund in the following situations:

Service not delivered

If we do not provide the service you paid for in line with our engagement letter.

Errors in our work

If we make a significant mistake that affects your tax or accountancy outcome, which cannot be readily rectified.

Duplicate payment

If you’ve been charged more than once for the same service.

Cancellation

If you cancel before we start work, you’ll receive a full refund, less any expenses incurred in the setup of your work file.
If you cancel after we’ve started, we may issue a partial refund, depending on the amount of work that has been completed.

How to request a refund

Please contact us in writing (by email or letter) within 14 days of the service being completed or the issue being discovered.

We’ll review your request within 10 business days and let you know the outcome.

Approved refunds will be processed within 14 business days using your original payment method.

What's not covered

Refunds cannot be given if:

You’re unhappy with an outcome that’s outside our control (for example, HMRC decisions).
You haven’t provided the information or documents we need to complete the work, or provided us with erroneous information that led to an incorrect deliverable.
The service has been fully delivered and accepted. In this instance 'accepted' is any form of verbal or written approval of satisfaction of the work completed.

For full details on our refund policy please always refer to your service engagement letters in the first instance.