Auto-Renewal - Frequently Asked Questions

What has changed? 

From April 2025, TaxCalc licences now work on an auto-renewal basis. This means that there is no change to your renewal process on the first occasion after that date, but when your annual licence comes round the following time, the renewal and payment will happen automatically, unless you cancel, which is a quick and easy process.

Please note that this applies to our Practice suite of products. If you are a private/individual user this does not apply to you and more information can be found from EULA - Section 2. Term of licence for non-practice

Why is TaxCalc doing this? 

This approach is standard for all professional software (and most rolling services), and we get increasing feedback from customers, especially those moving from other software, who expect and prefer auto-renewal. 

Many customers find it inconvenient for our Renewal Team to call when they are in the middle of another task, or do not have their payment details to hand. 

Most also renew their licences themselves, and don’t need to talk to us, but still need to remember and find time to do so, to avoid a break in service.  

Occasionally, customers miss reminders, or the person holding the payment method is unavailable and their software expires, interrupting client work. 

Our wish is to make the process simpler and quicker for you and allow our Renewals Team to instead focus on speaking to you when you want or need to. 

How will it work? 

As part of your renewal this year, our terms include agreement for our merchant provider to securely store your payment details for use at future renewals. 

As your next renewal approaches, a notification email will be sent (contractually at least 30 days before renewal, but we aim to 60 days before) explaining any price changes and when payment will be taken, unless you make a change or cancel. 

On the renewal date, payment will be taken, and the licences will be renewed automatically. 

How will changes to product requirements be handled? 

Exactly as now, you will either be able to change your product configuration online or speak with our team to discuss your needs. 

Will I be able to opt out of auto-renewal? 

Auto-renewal is now standard for all new and existing customers, and it is not practically viable to offer our old manual renewal process as an option. However, you can cancel renewal for any product at any time during your licence period, from the first day until the last.  

Unlike other suppliers, we don’t impose a notice period for cancellation.  

After renewal, the following year’s auto-renewal can be cancelled simply by calling us to let us know. Later in 2025, we will also be able to offer the facility to do this self-service on the website. Assuming you do then decide to actually renew at the end of the licence period, you only need to turn it back on. Either way, the process is swift and uncontested and less work than the work of manual renewal currently. 

If renewal of a product is cancelled, there is no refund of fees for the current licence period and the products will continue working until the end of the licence period as it did previously but will not be included in the next auto-renewal. 

All we ask, is that you let us know your reason for cancelling. We can then learn and improve.  

What happens if I forget to cancel? 

Not only is there no notice required for cancellation, but we also offer a ‘no quibble’ refund guarantee running for 14 days after payment.  

This is available to any customer who did not intend to renew, but forgot to cancel, and has not used the software since renewal.  

I still have questions 

Please contact our Sales Team by email or in in any of the usual ways and we are happy to answer any questions.