Privacy Policy
Last updated: July 2026
1. Who We Are
Taxbox Consulting Ltd is an accountancy 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 info@taxboxconsulting.co.uk.
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
| Purpose | Detail | Lawful basis |
|---|---|---|
| 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: the right to access a copy of the data we hold about you; the right to rectification of inaccurate or incomplete data; the right to erasure where there is no lawful reason to retain it; the right to restrict processing in certain circumstances; the right to data portability in a structured, machine-readable format; and the right to object to processing based on legitimate interests or direct marketing.
To exercise any of these rights, please contact us at info@taxboxconsulting.co.uk. 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
Email: info@taxboxconsulting.co.uk
Phone: 07418 355015
Post: Taxbox Consulting Ltd, 9 Stud Lane, Birmingham, England, B33 9EY