Legal · Policies & agreements

Legal and policy documents

Every document Q Tax Agent publishes for practices and their clients, in one place. Jump straight to the one you need, or read through the full set below.

Complaints Procedure

How to raise a complaint about QTax, or about a practice using QTax, and what happens after you do.

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Free Access Terms

The terms that apply while bookkeeping, tax calculations and planning are free to use, before any report is filed.

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Privacy Notice

How QTax collects, uses and protects personal data, including data from Open Banking connections and HMRC submissions.

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Q Tax Agent Practice Service Agreement

The agreement between QTax and an accounting practice using Q Tax Agent to serve its clients.

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QTax Client Terms of Service

The terms that apply to a client whose accountant manages their tax affairs through QTax.

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Security Statement

How QTax secures client data and systems, including encryption, access controls and incident response.

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Sub-processor List

The third parties QTax uses to help provide the service, and what each one does.

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Website Terms of Use

The terms that apply to using this website.

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