Particular pack terms

This is an English translation for convenience. The Spanish version prevails if there is any discrepancy.

1. Common rules

These terms supplement the general terms. The price shown on the website and confirmed in the checkout summary is the current contractual price. Amounts exclude VAT unless stated otherwise and the applicable tax decision is added.

Plans renew monthly with no minimum commitment. Cancellation takes effect at the end of the current period. Unless agreed otherwise, documents must be provided by day 10 of the relevant filing month.

TaxFactory uses Holded as the included accounting platform where the plan states it. Excluded work requires a separate quote and acceptance.

2. Self-employed plans

ADVISE

Includes Holded, onboarding, an assigned adviser, ordinary questions and the periodic and annual returns shown in the current plan details. The client maintains the accounting data; TaxFactory reviews and files within scope.

Unless the contract summary says otherwise, it excludes personal income-tax return preparation, full bookkeeping by TaxFactory, ongoing notification monitoring, specialist forms, payroll, complex enquiries and inspections.

DO IT

Includes ADVISE plus bookkeeping by TaxFactory, professional expense validation, the stated operational invoice capacity and ordinary book-production requests. TaxFactory is professionally responsible for bookkeeping performed by its team, but not for false, incomplete or late source documents.

ALL IN

Includes DO IT plus the holder’s personal income-tax return within the scope displayed at checkout, periodic planning meetings and the stated closing work. Business activity, rentals, investments and crypto are covered only to the expressly displayed extent; exceptional complexity may require a separate quote.

3. Company plans

STARTER

Includes Holded, onboarding, an assigned adviser, ordinary questions, accounting review, depreciation and tax adjustments, annual accounts, corporation tax and statutory books within scope. The client maintains the data and TaxFactory reviews it.

GROWTH

Includes STARTER plus full bookkeeping by TaxFactory, a real-time accounting portal and invoicing in Holded where configured. TaxFactory assumes professional responsibility for bookkeeping performed by its team.

SCALE

Includes GROWTH, one director payroll and 1.5 hours of monthly CFO-style financial support. Unused time does not carry forward unless agreed in writing.

Company plans exclude personal returns, additional payroll, ongoing notification monitoring, SII, specialist forms and inspections unless expressly included.

4. PAYROLL Pack

The PAYROLL Pack can be added to another plan or contracted separately. Its current price uses a monthly base plus an amount per worker, both displayed before payment. SCALE includes one director payroll.

It includes monthly payroll, social insurance, ordinary registrations and changes, basic contracts, SEPE communication, monthly incidents, included employment forms, ordinary advice and contract-expiry control.

Complex disciplinary or termination work, disputes, inspections, exceptional Social Security requests, collective procedures, equality plans, protocols, occupational risk prevention and special regimes require a separate quote.

5. Limits and plan changes

The versioned checkout details define workers, meetings, forms, limits and additional work. TaxFactory may require manual review for work outside Spain or the EU, unsupported tax facts or a case exceeding the declared pack capacity. Questions: guillem@taxfactory.es.