The privacy of every client who uses our services related to tax is respected. Proper measures are put in place to ensure that such information remains secure and is used solely for the purpose for which it was provided. When clients ask for assistance with their self assessment tax return, information may be needed to help with the process.
The data gathered will depend on the services sought and the data necessary for performing the tasks as agreed upon and these can consist of:
Personal and contact data
Information on earnings and employment
Business and self-employed data
Financial and tax data
HMRC self assessment data
Data provided in consultations
Data provided in search of help with self-assessment tax forms
Clients are responsible for ensuring that information provided for tax services is accurate, complete and current. Information may be used to understand individual circumstances and provide appropriate assistance with tax-related requirements.
Information is used to provide agreed tax services and manage requests made by clients. Information may be reviewed when providing self assessment help, preparing relevant documentation, responding to enquiries, maintaining service records and managing ongoing requirements.
In cases where the aid relates to self assessment tax return advice, the information can be regarded as aid to assist in recognizing the pertinent information in respect to the agreed service. The information shall not be used for any other purpose unless a proper justification exists.
Appropriate actions are taken to secure all the personal and financial data processed while providing tax services. Access to this information is restricted depending on the needs of the job.
Limited Information Access
The information is available only to those people who need it in order to perform the services of being an accountant for self assessment services.
Online Security Limits
Reasonable security measures are applied when information is handled electronically. However, no online system or method of transmission can guarantee complete protection against every possible security risk or unauthorised access.
Safe Information Sharing
Clients should use suitable and secure methods when sending documents or personal information required for filing self assessment services.
No Sale Of Information
Client information is not sold to third parties. Information is used for contracted services, administrative purposes or where disclosure is required for legal or regulatory reasons.
Necessary Information Sharing
Information might be disclosed when it is needed in order to perform the agreed-upon service, as well as to comply with the legal and professional requirements, and this would only be done insofar as is reasonably necessary.
Client Information Responsibilities
Clients remain responsible for ensuring that information supplied for self employed tax return services is accurate and that appropriate permission exists to provide information relating to other individuals.
Your Privacy Rights
Clients may contact the relevant service team regarding personal information held about them and may request information about its use, correction or deletion where applicable under relevant privacy laws.
Tax Authority Requirements
Information may need to be retained or disclosed where required by applicable law, regulation or an authorised tax authority in connection with file HMRC tax return requirements.
This Privacy Policy may be updated when services, procedures or legal requirements change. Any revised version will explain how personal information is handled under the updated practices. Continued use of the services after an update indicates that the revised policy has been reviewed.