This policy outlines what personal information is held about you and your business by Tax Figures why this information is needed and how it is used and stored.

Summary of changes

• Policy last reviewed 16th June 2023

Information Collected

In order to provide the services you have requested of Tax Figures the following information that may be required includes (but is not limited to):

• Names and contact information
• National Insurance Number
• Unique Tax Reference (UTR) number
• Employment Details
• Rental property information
• Other personal tax details
• Proof of ID and address

The information you provide is handled confidentially and is not shared with any other companies or individuals.

When sending a contact form from the company website you will be asked to provide a name and email address. This is only for the purpose of responding to your query and is not used to send marketing materials or shared with any other companies or individuals.

With regards to payments, please refer to the Privacy Policy of Stripe.

How your information is used

The information that you provide to Tax Figures will only be used to carry out the services you have requested. It will be shared with our Tax Services providers in order for the work to be carried out. These providers are all bound by Anti-Money Laundering Regulations and GDPR.

How your information is stored

• Electronic files are stored on an anti-virus protected computer in a locked and alarmed office.
• Files sent to the company over email is done so at your own risk
• Dropbox

Reasons for collecting personal information

As you will appreciate due to the nature of the services provided by Tax Figures, it is necessary to have access to personal information.

Period of retention

Due to regulatory requirements your information will be kept for 7 years.