Taxbox Consulting Ltd

Legal

Privacy Policy

Last updated: March 2026

1. Who We Are

Taxbox Consulting Ltd (“we”, “us”, “our”) is a limited company registered in England and Wales (Company No. 15994787), with a registered office at 9 Stud Lane, Birmingham, England, B33 9EY.

We are the data controller for the personal information we collect and process. If you have any questions about this Privacy Policy or how we handle your data, please contact us at [email protected].

2. What Personal Data We Collect

We may collect and process the following categories of personal data:

  • Identity data: name, date of birth, National Insurance number, UTR number
  • Contact data: email address, phone number, postal address
  • Financial data: income details, tax records, bank account information, invoices, receipts
  • Business data: company registration details, VAT numbers, payroll records
  • Communication data: emails, WhatsApp messages, and other correspondence
  • Website data: IP address, browser type, pages visited (via cookies)

3. How We Use Your Personal Data

We use your personal data for the following purposes:

Providing accountancy services

Preparing and filing tax returns, accounts, VAT returns, payroll, and other services you have engaged us for.

Contract performance

HMRC and Companies House compliance

Submitting returns and filings to HMRC, Companies House, and other regulatory bodies on your behalf.

Legal obligation

Client communication

Responding to enquiries, sending updates, and communicating about your account.

Legitimate interests / Contract

Business administration

Invoicing, record-keeping, and managing our business relationship with you.

Legitimate interests

Marketing (with consent)

Sending you information about our services, tax updates, or relevant news — only where you have given consent.

Consent

4. Who We Share Your Data With

We do not sell your personal data. We may share it with:

  • HMRC and Companies House — as required by law to file returns and comply with regulations
  • Accounting software providers (e.g. Xero, QuickBooks) — to process and store your financial records
  • Cloud storage and communication tools — to securely store and manage your documents
  • Professional advisers — such as legal or compliance consultants, where necessary

All third parties we work with are required to handle your data securely and in accordance with applicable data protection laws.

5. How Long We Keep Your Data

We retain personal data for as long as necessary to fulfil the purposes for which it was collected, including legal and regulatory requirements. In general:

  • Tax and accounting records are kept for a minimum of 6 years as required by HMRC
  • Company records may be retained for up to 7 years after the end of the accounting period
  • Enquiry and contact data is retained for 2 years if no engagement follows

6. Your Rights

Under UK GDPR, you have the following rights regarding your personal data:

Right to access

Request a copy of the personal data we hold about you

Right to rectification

Ask us to correct inaccurate or incomplete data

Right to erasure

Request deletion of your data where there is no lawful reason to retain it

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

Right to object

Object to processing based on legitimate interests or for direct marketing

To exercise any of these rights, please contact us at [email protected]. We will respond within 30 days.

You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) at ico.org.uk.

7. Data Security

We take the security of your personal data seriously. We use appropriate technical and organisational measures to protect your data against unauthorised access, loss, or disclosure. All client documents shared via email or WhatsApp are handled with strict confidentiality.

8. Cookies

Our website may use cookies to improve your browsing experience. These are small text files stored on your device. You can control cookies through your browser settings. We do not use cookies for advertising or tracking purposes beyond basic website analytics.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last updated” date. We encourage you to review this policy periodically.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal data, please get in touch: