Invite-only beta terms

These provisional terms apply to the free, invite-only Simple Self-Employed beta. They should receive professional legal review before external beta access is enabled.

1. Operator and contact

Simple Self-Employed is a trading brand for a pre-incorporation project. Lockgate Solutions Ltd is an intended future company but is not currently incorporated and is not presented as the operator.

The legal identity wording for the current operator is awaiting confirmation and must be completed before external beta access is enabled.

Correspondence address: 4 Lockgate Mews, Manchester, M4 6GF, United Kingdom. Support: support@simpleselfemployed.co.uk. Privacy requests: privacy@simpleselfemployed.co.uk.

2. Beta access

Access is free and by invitation. An invitation is personal and does not guarantee continuing access. We may limit, suspend or withdraw beta access where reasonably necessary for security, misuse, maintenance or changes to the beta.

This is a pre-release service. Features, calculations, data formats and availability may change. Future pricing has not been announced; using the beta does not commit you to a future paid service.

3. What the service does

The beta helps you organise imported bank and card transactions, PAYE and other income records, property information, allowances and tax payments; review records; produce planning estimates; and download accountant-focused exports.

Production HMRC filing is not available to beta users. Simple Self-Employed does not currently file Self Assessment tax returns. HMRC sandbox and development functionality may be used for testing where separately enabled. Property quarterly submission is intended but is not complete, and accrual-basis MTD submission is not supported.

4. Estimates and professional advice

Tax calculations, forecasts and payment dates are estimates based on the information you provide, imported records, selected categories and the calculation scope described in the product. They are not an HMRC calculation, filed return, tax advice, accounting advice, financial advice or legal advice.

You remain responsible for checking your records and outputs, meeting deadlines, making filings and payments, and obtaining professional advice where appropriate.

5. Your account and records

You must be at least 18, provide accurate information, keep your sign-in method secure and tell support@simpleselfemployed.co.uk if you suspect unauthorised access.

You retain ownership of the information you enter or import. You allow us and our service providers to host and process it only as needed to operate, secure and support the beta, as explained in the Privacy Notice.

Do not upload information you are not entitled to use. Review imported and generated records before relying on or sharing them.

6. Acceptable use

Do not misuse the service, interfere with its operation, introduce malicious material, attempt unauthorised access, or use it unlawfully. We may suspend access while investigating a security or misuse concern.

7. Availability and changes

The beta is provided on an as-available basis. We do not promise uninterrupted availability or that every feature will remain available. Where practicable, we will give beta users reasonable notice of material changes or withdrawal.

8. Responsibility and provisional liability wording

Nothing in these terms limits liability that cannot lawfully be limited. Subject to that, you should not rely on the beta as your only tax record, calculation or deadline control. Keep appropriate source records and backups of exports you need.

Any further limitation-of-liability wording requires professional review. These provisional terms deliberately do not invent a subscription-fee liability cap for a free beta.

9. Ending access and account closure

You can request account closure at privacy@simpleselfemployed.co.uk. Closure is currently a coordinated manual process covering Simple Self-Employed application data and the Clerk identity; deleting a Clerk identity alone must not be treated as a complete Simple Self-Employed deletion.

Some requests may require further review where law, security or future real HMRC submission evidence requires retention. The beta account-erasure procedure is limited to users who have not made a real production HMRC submission.

10. Privacy

The Privacy Notice explains how personal information is used. Questions about these terms go to support@simpleselfemployed.co.uk; privacy and data-rights requests go to privacy@simpleselfemployed.co.uk.

11. Governing law

These terms and disputes relating to them are governed by the laws of England and Wales, and the courts of England and Wales have jurisdiction, subject to any mandatory rights that apply to you.