Privacy Policy

Introduction

Taxtool Limited (“we“, “us”) takes your privacy seriously. 

This policy sets out how we use and protect your personal data when you visit our website. 

As the data controller, we are responsible for your personal data. 

What is personal data? 

Personal data is any information about a person which identifies them. 

What type of personal data do we collect?

We collect: 

  • Identity information e.g. name, address and date of birth.
  • Contact information e.g. email address and telephone number.
  • Financial data e.g. your payment details. 
  • Preference information e.g. marketing and advertising preferences.

We do not collect sensitive data or data relating to children. 

How do we collect your personal data?

We collect personal data directly from you when you interact with us or use our website.

This includes when you:

  • create an account or sign up to use our services;
  • complete online forms or questionnaires on our website in order to prepare a tax return;
  • upload documents or other information required for the preparation and submission of a tax return;
  • contact us or send us correspondence (for example by email or through our website).

The personal data you provide through these processes is used by us to provide our services, including facilitating the submission of tax return information to HM Revenue & Customs (HMRC).

How and why do we use your personal data?

In accordance with data protection law, we can only use your personal data if we have a legal basis for doing so. 

We use personal data for the following reasons:

  • To enable us to prepare, process and submit tax return information to HM Revenue & Customs (HMRC) on your behalf. Our service acts as an intermediary between you and HMRC to facilitate the electronic submission of your tax information. Our legal basis for doing so is the performance of a contract with you and compliance with our legal obligations relating to tax reporting requirements.
  • So that we can interact with you and provide services and marketing to you. Our legal basis for doing so is our legitimate interests or those of a third party, and for the performance of any contract we have with you, or to take steps before entering into a contract with you. 
  • To help us ensure that the website is operating effectively. Our legal basis for doing so is our legitimate interests or those of a third party.
  • To enable us to make and receive payments. Our legal basis for doing so is for the performance of any contract we have with you or to take steps before entering into a contract with you. 

Accuracy of information provided

When using our services, you are responsible for ensuring that all personal data, financial information and other tax-related information you provide to us is accurate, complete and up to date.

Our service enables you to prepare and submit tax return information electronically to HM Revenue & Customs (HMRC). We act as an intermediary that facilitates the transmission of the information you provide to HMRC.

We do not independently verify or audit the accuracy, completeness or correctness of the information you submit through our website before it is transmitted to HMRC.

You acknowledge that any tax return or related information submitted through our service is based entirely on the information you provide. You remain responsible for ensuring that the information submitted to HMRC is accurate and complies with applicable tax laws.

Marketing 

We will send you promotional communications if you have:

  • requested information; or 
  • purchased something from us. 

But we will not do this if you have opted out of receiving marketing. 

You can opt out by following the opt out links within any promotional material sent to you. 

If you opt out of receiving promotional communications, you will still receive essential communications relating to goods or services we are providing you. 

Do we share personal data?

We only share personal data with third party service providers where necessary. You can find a list of these providers on our website.

As part of providing our service, we will transmit the personal data and tax-related information you submit through our website to HM Revenue & Customs (HMRC) so that your tax return can be processed. We act as a conduit between you and HMRC for the purpose of submitting this information. This sharing is necessary for the performance of the services we provide and to comply with applicable tax laws and reporting obligations.

We will get your express consent before we share your data with any third party for their own marketing purposes.

Where we share your personal data, we only do this where we are satisfied that the third party will take appropriate steps to protect your data and its use is limited to acting on our instructions. 

We may need to share your personal data with legal and regulatory bodies if this is necessary for us to comply with the law or any applicable regulations. 

International transfers

We do not transfer your personal data outside of the UK.

Do we use third party links on our website? 

Yes, the website may include links to third party websites or content. We have no control over these, so you should read the privacy policy of any third party site you visit. 

Our website may also contain links to services or resources provided by HM Revenue & Customs (HMRC) or other government bodies in relation to tax filing and compliance. These websites are operated by third parties and are subject to their own privacy policies.

Is the personal data secure? 

We take the security of your data seriously and have put in place appropriate measures to protect it. 

We limit access to your personal data to only those employees, agents, contractors and other third parties who need to know for business purposes, and they are subject to robust confidentiality obligations.

Where personal data is transmitted to HM Revenue & Customs (HMRC) as part of submitting your tax return, this is carried out using secure electronic transmission methods designed to protect the confidentiality and integrity of your information.

How long is the personal data kept for? 

We only keep your personal data for as long as reasonably necessary to fulfil the purposes for which it was collected. 

We will keep the majority of your personal data for so long as you use any of our goods. services or the website, or until you withdraw your consent (where this is our legal basis for processing). 

We will only keep information about orders and payments for longer than this. We will keep this data for a period of 6 years after our relationship with you has ended.

Your legal rights

You have the following rights: 

  • The right to be provided with a copy of your personal data that we hold.
  • The right to ask us to correct any personal data we hold about you.
  • The right to ask us to delete your personal data in certain circumstances.
  • The right to request that we restrict the processing of your personal data in certain circumstances.
  • The right to request that we transfer your personal data to yourself or a third party in certain circumstances.
  • The right to withdraw your consent to processing where this is the legal basis relied upon by us. 
  • The right to object to the processing of your personal data for direct marketing purposes. 
  • The right to object to the processing of your personal data in certain circumstances where we are relying on a legitimate interest.

For more information on these rights, you can visit the Information Commissioner’s Office website here

How can you exercise your rights? 

If you wish to exercise any of these rights, please contact us. You will not have to pay a fee to exercise your rights, but we may need to request additional information from you before we can act. 

Usually, we will respond to legitimate requests to exercise these rights within one month; however, this can take longer if the request is complex. If we think it will take longer, we will let you know. 

Keeping us up to date

You must let us know if any personal data we hold about you is incorrect or out of date. 

Changes to this policy

This policy gets reviewed and updated regularly. Please make sure you check this page each time you visit the website. 

Contact us

Should you have any questions about this policy or wish to exercise any of your data rights, please contact us at insert hello@taxtool.app.

Complaints 

We would appreciate you contacting us to allow us to attempt to resolve any complaints. However, you have the right to make a complaint to the Information Commissioner’s Office at any time by visiting the complaints page here.

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