Legal

Disclaimer

Important limitations on how TaxAssembly should be used and understood.

Last updated: August 13, 2026

Not professional advice

TaxAssembly provides software and educational materials for accounting and related subjects (including financial, managerial, and intermediate accounting; taxation; auditing and assurance; and practice workflows). Nothing on this website or within the Service constitutes tax, legal, accounting, audit, assurance, investment, or other professional advice for any real person, entity, return, engagement, or filing. TaxAssembly is not a CPA firm, public accounting firm, law firm, or enrolled agent practice, and no client or advisory relationship is created by using the Service.

Education and simulation only

TaxAssembly Education is designed to help students and instructors practice accounting concepts in simulated client workspaces. Outcomes in the platform — including scores, answer keys, workpapers, sample reports, and feedback — are instructional. They should not be treated as filed returns, signed opinions, compliance determinations, or client deliverables, and they do not guarantee exam results or professional licensure.

Scores in the Service are for assigned class work. Whether an instructor counts them toward a course grade is the instructor's and the school's decision. TaxAssembly does not submit grades to a school system and does not determine institutional grades or academic credit.

Fictional data and publisher labels

Sample cases, mock clients, sample documents, and many case facts are fictional, hypothetical, or simplified for instruction. Do not upload real Social Security numbers, real taxpayer or client records, or other sensitive personal information unless we have expressly agreed to a production deployment with appropriate safeguards.

Course Map publisher names, textbook titles, editions, and chapter numbers are alignment references only. They do not imply affiliation, sponsorship, endorsement, partnership, or license with any publisher or author.

No guarantee of accuracy or outcomes

While we aim to create realistic learning experiences, we do not guarantee that examples, calculations, standards references, workflows, or content are complete, current, or suitable for any particular real situation. Rules and professional standards change. Users are responsible for verifying information with qualified professionals, instructors, and official sources.

Instructor and institutional responsibility

Instructors and schools decide how the Service is used in their courses, including assignments, deadlines, grading policies, and answer release. TaxAssembly does not set institutional grades or academic credit, and it does not submit grades to a school learning-management or student-information system.

Professional / firm workspace

Firm-style organization pages, if reachable, are demonstration or training only and are not the classroom product. Use in a live client environment is at your own discretion and subject to your firm's policies, professional standards, and applicable law. Do not place real client confidential information there.

Contact

Questions: jay@taxassembly.com