Terms & Conditions

Last updated: May 9, 2026

Important disclaimer: The reports generated by TaxForm Pro are provided for informational purposes only and do not constitute professional tax, legal, or financial advice. You remain solely responsible for verifying all figures and correctly completing your tax return. Always consult a qualified tax professional if you are unsure.

1. Acceptance of Terms

By creating an account or using TaxForm Pro (the "Service"), you agree to be bound by these Terms & Conditions. If you do not agree, please do not use the Service.

2. Description of Service

TaxForm Pro is a data extraction tool that processes Interactive Brokers Activity Statement files (CSV and HTM formats) and presents the extracted data in a structured format intended to assist EU tax residents in preparing their annual income tax return.

3. No Tax Advice — User Responsibility

The output produced by TaxForm Pro is not a substitute for professional tax advice. In particular:

Reports are generated automatically based on data found in the uploaded files. Errors or omissions in the source files will be reflected in the output.
Currency conversion uses historical ECB rates sourced from Frankfurter.app, which may differ from rates used by your national tax authority or other authorities.
The classification of instruments (e.g. EU-regulated markets, dividend vs. capital gain) is based on best-effort logic and may not be correct in all cases.
Tax legislation changes frequently. You must verify that the figures and categories in any report are consistent with the rules in force for the relevant tax year.
You are solely responsible for reviewing the extracted data, correcting any errors, and submitting an accurate tax return. TaxForm Pro accepts no liability for penalties, interest, or other consequences arising from an incorrect or incomplete tax filing.

4. Credits and Payments

Access to report generation requires the purchase of credits. Each successful report generation consumes one credit. Credits are non-refundable once a report has been generated. If a processing error occurs and no report is produced, the credit is not consumed. Credits do not expire.

Payments are processed securely by Stripe. TaxForm Pro does not store your card details. Prices are displayed inclusive of any applicable VAT where required by law.

5. Company Invoices

If you require a company invoice, you may provide your company name, VAT number, and billing address in your account profile before making a purchase. It is your responsibility to ensure that the company information you provide is accurate and complete.

6. Acceptable Use

You agree not to:

Upload files that do not belong to you or for which you do not have a legal right to process.
Attempt to reverse-engineer, scrape, or otherwise extract data from the Service beyond normal use.
Use the Service for any unlawful purpose.

7. Data and Privacy

Uploaded files are processed entirely in memory and are never written to or retained on our servers. No data from your activity statements is stored after processing completes — results exist only in your browser session. We do not sell or share your data with third parties except as required to operate the Service (e.g. Stripe for payment processing). For full details including your GDPR rights, see our Privacy Policy & GDPR page.

8. Limitation of Liability

To the fullest extent permitted by applicable law, TaxForm Pro and its operators shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or goodwill, arising out of or in connection with your use of the Service or any report generated by it.

9. Intellectual Property

TaxForm Pro, its software, design, and content are the property of their respective owners. You may use reports generated from your own data for personal or business tax filing purposes. Resale or redistribution of the Service or its output without permission is prohibited.

10. Changes to These Terms

We may update these Terms & Conditions from time to time. Continued use of the Service after changes are posted constitutes your acceptance of the revised terms. The date at the top of this page indicates when the terms were last updated.

11. Governing Law

These Terms are governed by the laws of the EU member state in which Ariva Group operates. Any disputes shall be subject to the exclusive jurisdiction of the competent courts in that jurisdiction.

12. Contact

If you have questions about these Terms, please contact us via the email address associated with your account or through the contact information provided on the website.