How to Cancel Your Subscription

You can cancel your Clear Books Tax subscription at any time from your billing page. This guide explains how.

How to Cancel

Go to your Billing & Subscriptions page
Find the subscription you want to cancel (Solo, Portfolio, Dormant, or any company add-on)
Click Cancel subscription
Select your reason for cancelling
Confirm the cancellation

ℹ You can reach the billing page from the menu at the top of your dashboard.

What Happens After Cancellation

If you haven't submitted any filings

Your subscription is cancelled immediately and your payment is refunded automatically. The refund typically appears on your statement within 5–10 business days.

If you've already submitted filings

Your subscription remains active until the end of your current billing period. During this time:

You can still access your documents and filing history
No further payments will be taken
You won't be able to submit new filings after the period ends

You can resubscribe at any time from the billing page if you change your mind.

ℹ After cancellation, your data and filing history are kept safe. Nothing is deleted.

Cancelling Company Add-Ons

Add-on subscriptions (such as Confirmation Statements) are cancelled separately from your main plan. On the billing page, find the add-on under Company Add-Ons and click Cancel.

Reactivating a Cancelled Subscription

Changed your mind? If your subscription is scheduled to cancel at the end of your billing period, you can click Reactivate subscription on the billing page to resume it. No new payment is taken — your existing period continues as normal.

Common Questions

Q: I can't find the cancel button — where is it? A: Go to Billing & Subscriptions. The cancel option appears next to each active subscription. If you're having trouble, contact us at hello@clearbookstax.co.uk.

Q: Will I lose my data if I cancel? A: No. Your company data, filing history, and submitted documents are all kept. You can access them again if you resubscribe.

Q: Can I get a refund? A: If you haven't submitted any filings, your payment is refunded automatically when you cancel. If you've already filed, your subscription runs until the end of the period — no partial refunds are issued, but you keep full access until then.

Q: I only needed one filing — do I have to keep my subscription? A: No. You're welcome to cancel after filing. If you've submitted a filing, your subscription stays active until the end of the billing period, and you won't be charged again.

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