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Terms of Service

Effective: April 1, 2026

1. Acceptance of Terms

By accessing or using the TaxAside platform, website, or related services (collectively, the "Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree, you may not access the Service. These Terms are a legally binding agreement between you and Incline Labs LLC ("TaxAside," "we," "us," or "our").

2. Description of Service

TaxAside provides an automated sales tax compliance platform for brick-and-mortar small businesses. The Service integrates with point-of-sale (POS) systems to calculate sales tax, set aside funds daily via ACH, prepare and file sales tax returns, and remit payment to state and local tax authorities on your behalf.

The Service is delivered through a web-based dashboard where you can monitor daily sales activity, set-aside balances, filing history, and manage account settings. Features and functionality may vary depending on your subscription plan.

3. Eligibility

To use the Service, you must (a) be a registered business entity authorized to collect sales tax in at least one United States jurisdiction, (b) be at least 18 years of age, and (c) have the legal authority to bind the business entity to these Terms. By using the Service, you represent and warrant that you meet all of these eligibility requirements.

4. Account Registration

Accounts are created via Clerk authentication. During registration, you must provide accurate and complete information, including your business name, contact details, Employer Identification Number (EIN), and state tax registration numbers. You are responsible for keeping this information current at all times.

You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to notify TaxAside immediately of any unauthorized use of your account or any other breach of security. TaxAside will not be liable for any loss or damage arising from your failure to safeguard your account information.

5. POS Integration and Data Access

You authorize TaxAside to access your POS system via OAuth. Through this connection, we access sales totals, tax amounts collected, and transaction counts. We do not access customer personally identifiable information from your POS system.

You may revoke OAuth access at any time through your POS provider's settings, though doing so will prevent TaxAside from filing on your behalf. TaxAside is not responsible for errors in tax calculations or filings that result from interrupted, revoked, or misconfigured POS access.

6. Bank Account Authorization and ACH

You authorize TaxAside to initiate daily ACH debit transfers from your designated bank account via our banking partner, Increase. Amounts are calculated based on daily sales tax collected as reported by your POS system. Funds are aggregated in a dedicated reserve and transferred to the appropriate tax authorities at filing time.

You may revoke ACH authorization at any time by contacting support, though doing so will prevent TaxAside from setting aside funds and may affect our ability to remit tax payments on time. If an ACH transfer fails due to insufficient funds, we will retry within 2 business days. Repeated insufficient funds may result in suspension of the set-aside service.

7. Tax Filing Authorization

You grant TaxAside a limited Power of Attorney or equivalent authorization to prepare, sign, file, and remit sales tax returns and payments on your behalf with the applicable state and local tax authorities. Where required by a jurisdiction, you agree to execute any additional authorization documents necessary to enable TaxAside to act as your filing agent.

You remain ultimately responsible for your tax obligations. TaxAside does not provide tax advice. Consult a qualified tax professional for advice specific to your situation.

8. On-Time Guarantee

The TaxAside On-Time Guarantee provides coverage for penalties and interest resulting from late filings caused by a TaxAside error. Coverage is up to $5,000 per guarantee event, subject to the terms and conditions set forth in the separate On-Time Guarantee Terms.

The Guarantee is available to all subscribers in good standing. Eligibility requirements, exclusions, and annual aggregate caps are described in the full Guarantee Terms.

9. Subscription and Billing

Subscription fees are billed via Stripe. Current pricing is $67 per month, or $684 per year ($57/month billed annually). All fees are quoted in U.S. dollars.

A free trial period may be offered to new subscribers. You may cancel your subscription at any time. Upon cancellation, TaxAside will complete any pending filings for the current reporting period. No refunds are provided for partial months.

If your payment method fails or your account is past due, TaxAside may suspend or terminate your access to the Service. TaxAside reserves the right to modify pricing with 30 days' advance notice.

10. Data Retention and Privacy

Your use of the Service is governed by our Privacy Policy. Tax filing records are retained for seven (7) years in accordance with IRS record-keeping guidelines.

You retain ownership of all business and transaction data you provide. You may request data export at any time during your subscription or within 90 days of cancellation.

11. Intellectual Property

The Service, including all software, algorithms, design elements, trademarks, and documentation, is owned by Incline Labs LLC and protected by applicable intellectual property laws. You are granted a limited, non-exclusive, non-transferable license to use the Service for your internal business purposes.

You may not copy, modify, reverse-engineer, or create derivative works from any part of the Service without the prior written consent of Incline Labs LLC.

12. Limitation of Liability

To the maximum extent permitted by law, Incline Labs LLC shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the Service, including but not limited to loss of profits, data, or business opportunities, even if Incline Labs LLC has been advised of the possibility of such damages.

Our total aggregate liability for claims arising under these Terms shall not exceed the total fees paid by you during the twelve (12) months preceding the claim. This limitation is separate from and does not reduce any coverage provided under the On-Time Guarantee.

13. Indemnification

You agree to indemnify, defend, and hold harmless Incline Labs LLC and its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising from: (a) inaccurate or incomplete data provided by you or your POS system; (b) unauthorized use of your account; (c) POS misconfiguration resulting in incorrect tax collection; or (d) your violation of these Terms or applicable law.

14. Termination

Either party may terminate this agreement at any time with written notice. Upon termination by you, TaxAside will complete filings for the current reporting period and process any pending set-aside transfers.

You may request data export within 30 days of termination. Tax filing records are retained for the minimum seven-year period regardless of account termination. TaxAside may terminate or suspend your account immediately for violation of these Terms or the Acceptable Use Policy.

15. Dispute Resolution

Any dispute arising from these Terms shall be resolved through binding arbitration administered by the American Arbitration Association in Fulton County, Georgia. The arbitration shall be conducted by a single arbitrator, and the arbitrator's decision shall be final and binding.

Either party may seek injunctive relief in state or federal courts in Fulton County, Georgia. Claims that qualify for small claims court may be filed there instead of arbitration. Each party bears its own attorneys' fees unless the arbitrator determines otherwise.

16. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to conflict of law principles. Any judicial proceedings not subject to arbitration shall be brought exclusively in the state or federal courts located in Fulton County, Georgia.

17. Changes to Terms

Incline Labs LLC reserves the right to modify these Terms at any time. We will provide at least 30 days' advance notice of material changes by posting the updated Terms on our website and sending an email to the address associated with your account. Your continued use of the Service after the effective date of changes constitutes acceptance.

18. Contact

Questions about these Terms? Contact us at legal@taxaside.com.

Incline Labs LLC, Atlanta, GA.