TaxFilingUK.com is operated by Srini ACA, trading as TaxFilingUK.com. For the purposes of UK GDPR and the Data Protection Act 2018, we are the Data Controller of your personal data.
Registered Details:
- Address: 115 Gilbert Road, Cambridge CB4 3NZ, United Kingdom
- Email: contactus@taxfilinguk.com
- Phone: +44 07777611479
- ICAEW Member No: 9229759
- ICAEW Firm Reference: C011007894
To provide our accounting and tax filing services effectively, we may collect the following types of information:
- Personal Data: Name, email address, phone number
- Financial Documents: Bank statements, invoices, receipts, expense records
- Tax Information: Unique Taxpayer Reference (UTR), National Insurance (NI) number, residential and correspondence address
- Technical Data: IP address, browser type, device information, usage data and metadata
Note: We only collect information that is necessary to fulfill our service obligations and comply with legal and regulatory requirements.
Your data is used exclusively for legitimate business purposes in accordance with UK data protection laws. We process your data on the following lawful bases:
Legal Bases for Processing
- Contract: To provide tax filing, bookkeeping and accounting services you have requested, including preparing and filing self-assessment, corporation tax, VAT and payroll returns.
- Legal obligation: To comply with HMRC, anti-money laundering and other statutory record-keeping requirements.
- Legitimate interests: To manage our business, respond to enquiries, improve our services, maintain security and handle complaints.
- Consent: For optional marketing communications and non-essential cookies/tracking technologies where required. You may withdraw your consent at any time.
Typical uses of your data include:
- Tax Return Preparation: Preparing and filing accurate self-assessment tax returns, corporate tax returns, VAT and payroll returns
- HMRC Communication: Submitting returns and corresponding with HM Revenue & Customs on your behalf (with proper authorization)
- Customer Service: Responding to inquiries, providing support, and maintaining client relationships
- Compliance & Record-Keeping: Maintaining statutory records as required by accounting, tax and professional regulations
- Service Improvement: Analyzing anonymised or aggregated usage data to enhance our offerings and user experience
We do not sell your personal data. However, to provide our services effectively, we may share your information with trusted third parties in the following circumstances:
- HM Revenue & Customs (HMRC): When you authorize us to act as your tax agent, we submit tax returns and communicate with HMRC on your behalf
- Subcontracted Accountants: In some cases, work may be delegated to qualified accountants or staff bound by strict confidentiality agreements
- Technology Service Providers: Secure platforms such as Stripe (payment processing), Capium, Xero, QuickBooks, FreeAgent and cloud hosting providers used to deliver our services
- Professional advisers & Legal Authorities: Our insurers, regulators, or law enforcement where required by law or to protect against fraud and illegal activities
Data Protection Standards
All third parties we work with are expected to be GDPR-compliant and maintain robust security measures to protect your information. We only share the minimum data necessary for the relevant purpose.
Some of our technology service providers may store or process data outside the UK or European Economic Area (EEA). Where this occurs, we ensure that appropriate safeguards are in place, such as UK International Data Transfer Agreements or standard contractual clauses, to protect your personal data.
Note: We only transfer data internationally when necessary to provide our services, and we ensure all transfers comply with UK data protection laws.
We take your data security seriously and employ industry-standard security measures:
- Encryption: All data is encrypted in transit using HTTPS/TLS, and stored on secure, GDPR-compliant cloud infrastructure with encryption at rest
- Secure Servers: Regular backups, monitored access and secure data centres
- Access Controls: Role-based access restrictions and multi-factor authentication (MFA) for administrative access
- Regular Reviews: Periodic security checks and updates to maintain best practice
Data Retention: We retain your records for a minimum of six (6) years after the end of the relevant tax year or engagement, as required by HMRC and professional regulations. After this statutory period, you may request deletion of your records unless we are required to keep them longer.
We use cookies and similar tracking technologies to improve your experience on our website:
- Essential Cookies: Required for website functionality, security and login. These are always active and do not require consent.
- Analytics Cookies: Help us understand how visitors interact with our site (e.g., Google Analytics). These are used only with your consent.
- Marketing Cookies: Used to deliver relevant ads and measure the effectiveness of our campaigns (e.g., Google Ads, Meta/Facebook pixel). These are also used only with your consent.
Managing Your Cookie Preferences
When you first visit our site, you will see a cookie banner allowing you to accept all cookies or manage your preferences. You can change your choices at any time via the "Cookie settings" link in the footer. For more information, please refer to our
Cookie Policy.
Under UK GDPR and Data Protection Act 2018, you have the following rights:
- Right of Access: Request a copy of the personal data we hold about you
- Right to Rectification: Request correction of inaccurate or incomplete data
- Right to Erasure: Request deletion of your data, subject to statutory retention obligations
- Right to Restrict Processing: Ask us to limit how we use your data in certain circumstances
- Right to Data Portability: Receive your data in a structured, machine-readable format and/or ask us to transfer it to another controller
- Right to Object: Object to certain processing based on legitimate interests or direct marketing
- Right to Withdraw Consent: Where processing is based on consent, you can withdraw that consent at any time
To exercise any of these rights, please contact us using the details provided at the end of this policy. We may need to verify your identity before responding to your request.
Right to Complain: You also have the right to lodge a complaint with the Information Commissioner's Office (ICO), the UK supervisory authority for data protection, at ico.org.uk.
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or service offerings.
When we make significant changes, we will:
- Post the updated policy on this page with a revised "Effective Date"; and
- Notify existing clients via email or through our platform if the changes materially affect your rights
We encourage you to review this policy periodically to stay informed about how we protect your information.
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your personal data, please contact us:
ICO Registration: TaxFilingUK is registered with the Information Commissioner's Office (ICO) for data protection compliance.