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Terms of Service

Last updated: March 7, 2026

These Terms of Service ("Terms") govern your use of ShopTally ("we," "our," or "us") and the services we provide. By creating an account or using ShopTally, you agree to these Terms.

1. Service Description

ShopTally is tax form generation software designed for self-employed creators and content creators. We help you organize your income and expense data and generate IRS Schedule C (Form 1040) and Schedule SE (Form 1040) PDF forms based on the information you provide.

Important: ShopTally Is Not Tax Advice

ShopTally is a software tool that generates tax forms from data you provide. We are not a tax preparer, tax advisor, CPA, enrolled agent, or law firm. Nothing in our software, documentation, or communications constitutes tax, legal, or financial advice. We strongly recommend consulting a qualified tax professional before filing your tax return.

2. User Responsibilities

  • Data accuracy: You are solely responsible for the accuracy and completeness of all income, expense, and business information you enter into ShopTally. This includes reporting all taxable income regardless of whether you received a 1099 form.
  • Filing responsibility: You are solely responsible for reviewing your generated forms, completing any missing fields (including your Social Security Number), and filing your tax return with the IRS. ShopTally generates forms but does not file them on your behalf.
  • SSN completion: ShopTally does not collect or store Social Security Numbers. You must enter your SSN on your tax forms after downloading them.
  • Professional review: You are responsible for having your tax return reviewed by a qualified tax professional if your situation is complex, including but not limited to: multiple businesses, international income, partnership or S-Corporation income, state tax obligations, or annual gross income exceeding $100,000.
  • Account security: You are responsible for maintaining the security of your account credentials.

3. Accuracy Disclaimer

Tax forms generated by ShopTally are based entirely on the data you provide. We do not independently verify the accuracy of your income, expenses, or any other information. Errors in your input data will result in errors in your generated forms. You are responsible for reviewing all generated forms for accuracy before filing.

Estimated tax savings, deduction amounts, and other calculations shown in ShopTally are estimates for informational purposes only. Actual tax liability depends on your complete tax situation, including factors outside the scope of ShopTally such as other income sources, filing status, dependents, credits, and state taxes. We make no guarantee that the estimates or calculations provided are accurate for your individual circumstances.

4. Subscription and Pricing

  • Annual subscription: ShopTally costs $199/year. Your subscription auto-renews annually at $199/year until cancelled.
  • Cancellation: You can cancel your subscription at any time from Settings > Manage Subscription. Cancellation stops future renewals; you retain access through the end of your current billing period.
  • Refund policy: We offer a 30-day money-back guarantee from the date of purchase. To request a refund, contact us at support@shoptally.com within 30 days of payment.

5. Limitation of Liability

THE SOFTWARE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SOFTWARE WILL BE ERROR-FREE, THAT CALCULATIONS WILL BE ACCURATE FOR YOUR SPECIFIC TAX SITUATION, OR THAT THE SERVICE WILL BE UNINTERRUPTED.

To the fullest extent permitted by law, ShopTally and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to: tax penalties, interest charges, IRS audit costs, underpayment penalties, state tax liabilities, or lost profits arising from your use of our software, even if we have been advised of the possibility of such damages.

Our total liability for any claims arising from or related to your use of ShopTally shall not exceed the amount you paid for the service in the twelve (12) months preceding the claim.

6. Indemnification

You agree to indemnify, defend, and hold harmless ShopTally and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorney's fees) arising out of or in any way connected with: (a) your use of the software; (b) your violation of these Terms; (c) your tax filings or any penalties, interest, or liabilities resulting from information you entered or forms you filed; or (d) your failure to consult a qualified tax professional when appropriate.

7. No Audit Support

ShopTally does not provide audit support, audit defense, or representation before the IRS or any tax authority. If you are audited, you are responsible for responding to the IRS independently or with the assistance of a qualified tax professional.

8. ShopAI Disclaimer

ShopAI is an AI-powered chat assistant that provides general tax information. Responses are generated by artificial intelligence and may contain errors or inaccuracies. ShopAI responses do not constitute professional tax, legal, or financial advice. Your financial data is processed by a third-party AI service (Anthropic) when using ShopAI. Always consult a qualified tax professional for advice specific to your situation.

9. Account Termination

We reserve the right to suspend or terminate your account if you violate these Terms, engage in fraudulent activity, or abuse our services. You may delete your account at any time by contacting support@shoptally.com.

10. Intellectual Property

All content, branding, software, and materials provided through ShopTally are owned by ShopTally or its licensors. You may not copy, modify, distribute, or create derivative works of our software without written permission. The tax forms you generate belong to you.

11. Scope of Service

ShopTally is designed for sole proprietors reporting self-employment income on IRS Schedule C and Schedule SE. The software handles federal tax form generation only. ShopTally does not support and is not designed for:

  • State or local tax calculations or filings
  • W-2 employment income, investment income, or rental income
  • Partnership (Form 1065), S-Corporation (Form 1120-S), or C-Corporation returns
  • Multi-member LLCs or businesses with employees
  • International income, foreign tax credits, or FBAR reporting
  • Depreciation (Form 4562), Section 179 deductions, or capital gains
  • Estimated quarterly tax payments (Form 1040-ES)

If your tax situation involves any of the above, you should consult a qualified tax professional. Using ShopTally for situations outside its intended scope is at your own risk.

12. Dispute Resolution

Any disputes arising from these Terms or your use of ShopTally shall first be addressed through good-faith negotiation. If a resolution cannot be reached within 30 days, disputes shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association.

CLASS ACTION WAIVER: YOU AND SHOPTALLY AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, CONSOLIDATED, OR REPRESENTATIVE PROCEEDING.

13. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to conflict of law principles.

14. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes by email or through a notice on our website. Your continued use of ShopTally after changes constitutes acceptance of the updated Terms.

15. Contact Us

If you have questions about these Terms, contact us at: support@shoptally.com