This Content Was Last Updated on March 3, 2023 by Jessica Garbett
Whitefield Tax Limited
Privacy Statement – May 2018
Reviewed – March 2023
Whitefield Tax and YogaTax are the trading names of Whitefield Tax Limited
Information Commissioners Office Registration: Z3213692
Data and Information we hold:
|Nature of data||How we obtain it||What we hold||Why we hold it||How long we hold it for|
|Enquires from non customers||Enquiries inward by email or website||Details on the enquiry, and information you send us||To reply to the enquiry||Currently indefinitely, can be deleted on request. We are planning a two year purge|
|Mailing List||(a) enquires from non clients (b) opt in on our website (c) purchase of opted in mailing lists (d) list development work from local media||Name and email||For sending newsletters||Indefinitely, there is an opt out on all newsletters|
|Accounting and tax information from clients, including payroll, vat and tax returns||From information clients send us||The information that is sent to us, along with our working papers||For processing clients accounts and tax, and advisory work for clients
|Indefinitely. On request we will delete data for former clients after expiry of limitation period, and with a formal release and waiver of liability
|Correspondence with clients, HMRC||Emails and letters sent to us and generated by us||The information that is sent|
|Correspondence with third parties regarding clients||Emails and letters sent to us and generated by us. We only send information to third parties if required by law or with specific consent||The information that is sent|
|Payroll and personnel data for our staff
|From applicants, existing staff and payroll processing||Personnel details and pay details||For processing payroll||Indefinitely|
|Payment data||From clients||Amount and date. Where we are given a credit card number we do not retain it||For processing our accounts||Indefinitely|
|Invoices and supplier information||From suppliers||Invoices, bank details where given and correspondence|
- Except where required by law, we do not share data with third parties or sell contact lists.
- Information held by Whitefield is accessed by staff/sub contractors working for Whitefield, and contractors working on Whitefield’s IT systems under contract. Suppliers are vetted.
- For queries about Data Protection, please contact [email protected]
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Your use of this site is taken as consent to the placing of cookies on your system. If you disagree, please take the following action (for technical support please contact your IT support technician.)
- Close this website
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- You can then choose to disallow cookies from this website via browser settings
If you continue without changing your settings, we’ll assume that you are happy to receive all cookies from our website.
Links to Other Websites
Our website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.