Who we are

iTSA Digital Tax Ltd (Solihull Business Centre, 1711 High Street, Knowle, Solihull, West Midlands, B93 0LN) is the data controller for the personal data described in this policy. We are registered with the Information Commissioner’s Office under registration ZC111024.

If you have any question about this policy or about how we handle your data, contact us at info@itsadigital.co.uk or on 0800 002 5226.

What we collect

Enquiry data. Your name, email address, phone number and whatever you tell us in the contact form or on the phone.
Client data. If you engage us: identification documents, National Insurance number, Unique Taxpayer Reference, financial records, bank details, and details of your business, income, property and family circumstances where relevant to your tax position.
Technical data. Anonymised information about how the website is used, where analytics are enabled.

Why we use it, and our lawful basis

To respond to your enquiry: our legitimate interest in replying to people who contact us, and steps taken at your request prior to entering a contract.
To provide accountancy and tax services: performance of our contract with you.
To verify your identity under anti-money laundering law: compliance with a legal obligation.
To keep records required by law and by the ICAEW: legal obligation and legitimate interest.

We do not sell your data, and we do not add enquiry contacts to marketing lists without asking you first.

Who we share it with

We share personal data only where necessary, with:

HMRC and Companies House, where we act as your agent
Accounting, tax and payroll software providers used to deliver your service
Identity verification providers for anti-money laundering checks
Our professional indemnity insurers and professional advisers, where relevant
The ICAEW, in connection with practice assurance or a regulatory review
The National Crime Agency, where we are legally required to make a report

Where our software suppliers process data outside the UK, we rely on appropriate safeguards such as the UK International Data Transfer Agreement or adequacy regulations.

How long we keep it

Enquiries that do not become clients: up to 12 months.
Client records: at least 6 years after the end of the engagement, to meet HMRC and ICAEW requirements. Some records are kept longer where there is an ongoing matter.
Anti-money laundering records: 5 years from the end of the business relationship, as required by the Money Laundering Regulations 2017.

Your rights

You have the right to ask us for a copy of your personal data, to have inaccurate data corrected, to ask us to delete data where we no longer have a lawful reason to hold it, to restrict or object to processing, and to data portability in some circumstances.

Some of these rights are limited where we are required by law to retain records, which is often the case for client and anti-money laundering data.

To exercise any of these rights, email info@itsadigital.co.uk. We will respond within one month.

Complaints

If you are unhappy with how we have handled your data, please tell us first so we can put it right. You also have the right to complain to the Information Commissioner’s Office at ico.org.uk or on 0303 123 1113.

Cookies

This website uses only the cookies necessary for it to function, plus any analytics cookies that are explicitly enabled. Embedded content, such as the Google Map on our contact page, may set cookies controlled by the provider. You can block or delete cookies through your browser settings.

Changes

We may update this policy from time to time. The date at the top shows when it was last changed.

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