Privacy Policy

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Introduction

Property Tax Accountant Limited (“the Property Tax Accountant”) is committed to protecting and respecting your privacy. To provide accounting and other related services, the Property Tax Accountant may need to collect and use certain personal data about its customers (“customers”, “you” and “your”) and, where that is the case, this Privacy Policy is designed to help you understand how your personal data will be collected and used by the Property Tax Accountant. By providing your personal data to the Property Tax Accountant, you acknowledge and agree to the processing of personal by the Property Tax Accountant.

It is your responsibility to review and understand this Privacy Policy prior to providing your personal data to the Property Tax Accountant. If you do not accept and agree to the Privacy Policy and/or the terms in the Property Tax Accountant’s engagement letter, service agreement or any other contract with you, please refrain from providing your personal data to the Property Tax Accountant, accessing its website, and/or utilising its products and services.

As the Property Tax Accountant’s website and services are constantly evolving, this Privacy Policy may also change from time to time. Whenever there are changes, the updated policy will be posted on this website and will be effective at that time. Consequently, each time you access or use the Property Tax Accountant’s website or otherwise engage with the Property Tax Accountant, you accept and agree to the most current Privacy Policy. It is your responsibility to be aware of any such changes. This version of the policy is dated 18 July 2021 and effective from that date.

Where does the Property Tax Accountant obtain your personal data from?

To provide accounting and other related services, the Property Tax Accountant collects and processes personal data from its customers. Personal data means any information which relates to an identified or identifiable natural person. 

The personal data the Property Tax Accountant receives will typically be provided directly by you. However, from time-to-time and as permitted by applicable law(s), the Property Tax Accountant may also collect personal data about you from third parties. These third parties might include:

• Background screening providers, such as those used for anti-money laundering compliance purposes.
• HMRC and/or Companies House.
• Your other service providers, such as your previous accountant.
• Other publicly available data sources.

What personal data does the Property Tax Accountant collect?

the Property Tax Accountant may collect personal data from you such as, but not limited to:

• Personal information: your name, date of birth, gender, marital status, nationality, photo, passport numbers and other national identification numbers as required. 
• Contact information: your personal and work email address(es), mailing address(es), phone number(s).
• Employment, business, and investments: your employer(s), job titles, remuneration, business interests, and investment holdings and income.
• Financial information: your bank details, credit card numbers, National Insurance number and other tax related information and identification numbers.

the Property Tax Accountant uses this information to effectively provide you with the Property Tax Accountant’s services and related information. In certain circumstances, you will need to provide the Property Tax Accountant with specific categories of personal data (sometimes referred to as ‘sensitive personal data’) in order to enter into a contract with the Property Tax Accountant and for the Property Tax Accountant to perform that contract.

What does the Property Tax Accountant use that personal data for?

Your Personal Data may be used in the following ways:

• To provide you with the Property Tax Accountant’s services.
• To enhance and improve the Property Tax Accountant’s products and services, for example, by performing internal research, analysing user trends, and measuring demographics and interests.
• To process payments from you for services offered.
• To process payments to you.
• Internal purposes, such as website and system administration or internal audits and reviews.
• To communicate with you regarding products/services that may be of interest to you.
• To respond to your requests and enquiries.
• To comply with applicable law(s) (for example, to comply with search warrants, HMRC investigations or court orders).

the Property Tax Accountant will not sell or otherwise make your personal data commercially available to any third party.

On what legal ground does the Property Tax Accountant use the personal data?

the Property Tax Accountant will only use your personal data where it has legal grounds to do so. The legal grounds upon which the Property Tax Accountant may rely include, but are not limited to, those set out below:

• Performance of a contract: the Property Tax Accountant can use your personal data if it is necessary to perform the Property Tax Accountant’s obligations under a contract with you or to take required steps before entering into a contract with you.
• Provision of law: the Property Tax Accountant can use your personal data if that use is pursuant to a provision of law that authorises or requires such use, such as keeping and retaining records for tax purposes or providing information to a regulatory body or law enforcement agency.
• Legitimate interest: the Property Tax Accountant may use your personal data for the purposes of providing, and enhancing the provision, of the Property Tax Accountant’s products, services and information, as well as for advertising further products, credentials, designations, services and information to you.
• Your consent: the Property Tax Accountant can use your personal data if you have consented. You may withdraw your consent at any time by contacting the Property Tax Accountant using the contact details below.

Profiling and automated decision making

the Property Tax Accountant does not use profiling or make decisions without staff intervention (known as automatic decision making) using your personal data.

Keeping your personal data safe

the Property Tax Accountant takes data security seriously. the Property Tax Accountant implements appropriate controls and procedures designed to maintain the security of the Property Tax Accountant’s systems and processes and prevent the accidental destruction, loss, or unauthorised disclosure of the personal data the Property Tax Accountant collects and uses.

Any transmission of personal information is at your own risk. Technology, such as, but not limited to, Transport Layer Security (TLS) and Secured Socket Layer (SSL), is used to enhance security and reduce risk of loss. the Property Tax Accountant’s security practices, processes or technology do not guarantee absolute security of your data and you should take all normal personal precautions such as, but not limited to, not sharing passwords, closing browsers, and not using public networks.

How long will the Property Tax Accountant keep your personal data?

the Property Tax Accountant will retain your personal data only for so long as is necessary to fulfil the purpose for which it was originally collected, including satisfying any legal, accounting, regulatory or reporting obligations. 

Sharing and disclosure to third parties 

the Property Tax Accountant may disclose your personal data to third parties from time to time under the following circumstances:

• You request or authorise the disclosure of your personal details to a third party.
• The information is disclosed as permitted by applicable law(s) and/or to comply with applicable law(s) (for example, to comply with a search warrant, HMRC tax investigation or court order).

Your personal data may be disclosed to the following categories of third-party service providers who may perform functions on behalf of the Property Tax Accountant. the Property Tax Accountant requires that its third-party service providers only use your personal data as necessary to provide the requested services to the Property Tax Accountant and each service provider is subject to a set of terms consistent with this Privacy Policy.

• Hosting providers for the secure storage and transmission of your data.
• Outsourcing partners to assist with the delivery of services to you.
• Identity management providers for authentication purposes.
• Database software providers for the management and tracking of your data.
• Legal and compliance consultants, such as external legal counsel or tax consultants.
• Marketing providers who send communications on the Property Tax Accountant’s behalf regarding its products and services.
• Payment solution providers for the secure processing of payments you make to the Property Tax Accountant and that the Property Tax Accountant may make to you.
• Technology providers which assist in the development and management of the Property Tax Accountant’s web properties.

Transfer of personal data internationally

By providing the Property Tax Accountant with your personal data, you acknowledge and agree that the Property Tax Accountant may, from time-to-time, transfer your personal data across national boundaries; for example, in relation to certain IT systems hosted abroad. Where the Property Tax Accountant transfers your personal data abroad, the Property Tax Accountant will take the required steps to ensure that your personal data is protected. Please do not submit any personal data to the Property Tax Accountant if you do not wish for your data to be transferred internationally. 

Your rights

Under certain conditions, you may have:

• The right to be informed of the use of your personal data.
• The right to access and/or to require the correction or erasure of your personal data.
• The right to block and/or to object to the processing of your personal data.
• The right to not be subject to any decision based solely on automated processing of your personal data.
• In limited circumstances, you may have the right to receive personal data in a format which may be transmitted to another entity.
• The right to complain. If you have a complaint in relation to the processing of your data carried out under this Privacy Policy, you have the right to lodge a complaint with your local supervisory authority. If you are located in the European Union, you can find the details of your local supervisory authority here (https://ec.europa.eu/justice/article-29/structure/data-protection-authorities/index_en.htm) 

You may seek to exercise any of these rights by sending a written request to: 

Sean Billington, CA, CIPP/E, CIPM

info@PropertyTaxAccountant.uk

Property Tax Accountant Limited

International House, The McLaren Building, 46 The Priory Queensway, Birmingham, B4 7LR