Effective September 30, 2026
SimplifyGigTax provides an information-return filing platform for professional preparers and a programmatic filing API (together, the "Service"): tools to collect W-9s and prepare information returns, transmission of information returns to the IRS, preparation of state information-return upload files for you to file with the state yourself, forwarding of a state's copy by the IRS under its Combined Federal/State Filing program where you turn that on for a payer, and related dashboards, webhooks, and documentation. The Service never transmits anything to a state tax agency.
The Service is a tool for tax professionals and product teams. It does not provide tax, legal, or accounting advice, and its checks are informational aids. You remain responsible for every form filed.
You must provide accurate registration information and keep credentials secure. Accounts are for firms and businesses, not consumers. You are responsible for all activity under your account, including activity by team members you invite and software using your API keys.
Preparing returns for compensation is regulated. You represent that you hold the credentials your use requires (such as a PTIN and, where applicable, an EFIN or state registrations) and that your use complies with IRS Circular 230 where it applies to you, and with applicable law.
Practice mode is for evaluation and rehearsal: forms are checked against the IRS rules, but nothing is transmitted to any tax agency and nothing is filed. The developer simulator that developer test keys use goes one step further and simulates the IRS acknowledgement so an integration can be tested end to end; a simulated acknowledgement is not a filing. Live mode transmits real returns. You are responsible for ensuring data submitted in live mode is accurate and authorized by the taxpayer.
You may only enter or transmit taxpayer information you are authorized to handle. As a tax-return preparer you are subject to confidentiality and consent rules, including IRC §7216 and §6713; obtaining any required taxpayer consents is your responsibility.
We process taxpayer data on your behalf to provide the Service, as described in our Privacy Policy, and we apply the safeguards described on our Security page.
The Service is sold as an annual plan, Information Returns, invoiced once a year at the rate shown on the Pricing page at the time of purchase. The plan includes a set number of accepted forms for the subscription year, after which further accepted forms are billed per form at the rate shown and invoiced with your renewal. The API is a separate product with its own price, shown on the platform page. Rates may change with notice effective your next renewal.
Fees are charged to your payment method on file via our payment processor. Unpaid amounts may result in suspension. Except where required by law, fees are non-refundable; a filing rejected by a tax agency and resubmitted is not charged against your included filings more than once for the same submission.
You will not: submit fraudulent or unauthorized returns; misrepresent identity or credentials; probe, disrupt, or overload the Service; attempt to access another tenant's data; resell the Service without a written agreement; or use the Service to violate law or IRS rules. We may suspend accounts that put taxpayers, other customers, or our IRS authorization at risk.
API keys identify your firm and must be kept secret; rotate them if you suspect exposure. We version the API and aim to avoid breaking changes, but may change or deprecate endpoints with reasonable notice. Rate limits protect the platform and may be enforced automatically.
We own the Service and its software, content, and marks. You own your data, including client and return data you enter; you grant us the limited rights needed to operate the Service (processing, storage, backup, transmission to the IRS at your direction).
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." WE DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT ANY RETURN WILL BE ACCEPTED BY A TAX AGENCY OR THAT CALCULATIONS FIT EVERY FACT PATTERN. REVIEW REMAINS THE PREPARER'S RESPONSIBILITY.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS OR REVENUES. OUR AGGREGATE LIABILITY ARISING OUT OF THE SERVICE IS LIMITED TO THE FEES YOU PAID US IN THE TWELVE MONTHS BEFORE THE CLAIM. NOTHING IN THESE TERMS LIMITS LIABILITY THAT CANNOT BE LIMITED BY LAW.
You may cancel a product at any time from the billing screen; cancellation takes effect at the end of that product's current subscription year, and the fee already invoiced for that year is not refunded. We may suspend or terminate for material breach, non-payment, or risk to the platform. After termination we will make your data available for export for a reasonable period, then delete it per our retention policy, except records we must keep by law.
These terms are governed by the laws of the State of Delaware, excluding conflict-of-law rules. We may update these terms; material changes will be notified in the product or by email, and continued use after the effective date constitutes acceptance. If any provision is unenforceable, the remainder stands. Questions: legal@simplifygigtax.com.