1. Who we are
Filing Tax Return is the brand name used for this UK tax return, accountancy support, and HMRC enquiry website. Services requested through this website may be reviewed, managed, or delivered by suitably qualified accountants, tax advisers, bookkeepers, payroll specialists, compliance consultants, or other qualified professionals and professional service providers. For data-protection purposes, the professional or firm named in your proposal, engagement letter, invoice, or client correspondence will usually be responsible for the personal data processed for your matter.
2. Information we collect
We may collect information that identifies you, your business, or your tax position. This may include your name, address, email address, telephone number, date of birth, National Insurance number, Unique Taxpayer Reference, company details, Companies House number, VAT number, PAYE reference, CIS information, income records, bank information, tax records, accounting records, identity documents, HMRC letters, Companies House correspondence, payment information, and any information you choose to provide through forms, calls, emails, portals, meetings, or documents.
3. How we collect information
Information may be collected directly from you through this website, consultation forms, email, telephone calls, video meetings, document uploads, questionnaires, client onboarding forms, accounting software, bookkeeping records, and correspondence. Where relevant and lawful, information may also be obtained from HMRC, Companies House, payroll records, banks, software providers, previous accountants, legal advisers, authorised representatives, identity-verification providers, or other third parties involved in your tax or accounting matter.
4. Why we use personal data
We use personal data to respond to enquiries, assess whether the requested support is suitable, provide quotations, arrange consultations, verify identity, comply with anti-money laundering obligations, prepare tax returns and accounts, support HMRC enquiries, assist with VAT, PAYE, CIS, Corporation Tax, Companies House matters, manage payments, maintain client records, communicate about your matter, handle complaints, protect legal rights, and meet legal, professional, tax, regulatory, and insurance obligations.
5. Lawful bases for processing
Depending on the circumstances, personal data may be processed because it is necessary before entering into a contract, necessary to perform a contract, required to comply with legal obligations, needed for legitimate business interests, or based on consent. Legitimate interests may include responding to enquiries, maintaining business records, improving service quality, preventing fraud, managing risk, and protecting legal rights. Special category data is only processed where a lawful condition applies, such as explicit consent, legal claims, substantial public interest, or another condition permitted by UK data-protection law.
6. Tax, payroll, VAT, CIS, and company records
Accounting and tax work can involve detailed financial and commercial information. This may include employment income, payroll data, benefits, dividends, pensions, rental income, business profits, VAT records, CIS deductions, company accounts, director loan accounts, shareholder information, capital gains records, investment records, property records, bank transactions, bookkeeping files, and HMRC enquiry correspondence. Please provide only information that is relevant to the service requested unless a professional asks for additional records.
7. Sharing information with professionals and service providers
To provide the service requested, information may be shared with other suitably qualified or appropriately experienced professionals as we consider reasonably necessary. This may include accountants, tax advisers, bookkeepers, payroll providers, VAT specialists, CIS specialists, Companies House filing specialists, HMRC enquiry consultants, legal advisers, software providers, identity-verification providers, secure document platforms, payment processors, insurers, IT providers, regulatory bodies, or professional advisers. Information is shared for service delivery, compliance, risk management, legal obligations, or professional support, not for unrelated marketing or spam.
8. No spam or unrelated selling
Filing Tax Return does not use enquiry information to send spam. We may contact you about your enquiry, consultation, quotation, active matter, service updates connected to your matter, payment, records, deadlines, compliance requirements, or closely related services that may be relevant to the support you requested. We do not sell personal data to third-party advertisers.
9. Sharing with HMRC, Companies House, and authorities
Where authorised, required, or necessary for the service, information may be submitted to or discussed with HMRC, Companies House, government departments, courts, regulators, law-enforcement bodies, professional bodies, or other authorities. This may include tax returns, accounts, forms, identity information, appeal material, enquiry responses, payment details, or supporting evidence.
10. International transfers
Some software, cloud, email, identity-verification, analytics, or professional support providers may process data outside the UK. Where this happens, appropriate safeguards should be used where required, such as UK adequacy regulations, approved contractual protections, or other lawful transfer mechanisms.
11. How long we keep data
Personal data is retained only for as long as reasonably necessary for the purpose collected. This may include client service delivery, tax record requirements, anti-money laundering obligations, professional indemnity, legal claims, complaints, accounting records, regulatory obligations, and business administration. Tax, accounting, AML, and engagement records are commonly retained for several years after the relevant matter ends, depending on the type of work and legal requirements.
12. Security
Reasonable technical and organisational measures are used to protect personal data, including access controls, secure systems, careful document handling, appropriate provider selection, and controlled sharing with professionals involved in the service. No online system can be guaranteed completely secure, so clients should avoid sending unnecessary sensitive information through unsecured channels and should notify us promptly if they believe information has been sent to the wrong recipient.
13. Cookies and analytics
This website may use essential cookies required for basic operation and may use analytics or performance tools to understand site use, improve pages, and monitor website reliability. Any non-essential cookie or analytics use should be presented in line with applicable UK cookie and privacy rules.
14. Your rights
Subject to legal conditions and exemptions, you may have rights to access your data, request correction, request erasure, restrict processing, object to processing, request portability, and withdraw consent where consent is the lawful basis. Some accounting, tax, AML, professional, legal, and regulatory records may need to be retained even where a deletion request is made.
15. Complaints
If you have a concern about how personal data is handled, please contact Filing Tax Return first so the issue can be reviewed. You may also have the right to complain to the UK Information Commissioner's Office if you are unhappy with how your data-protection concern is handled.
16. Contact
For privacy questions, contact Filing Tax Return using the website contact form or email hello@filingtaxreturn.co.uk. If your matter is being handled by a named professional or firm, they may provide additional privacy information connected with their own engagement, regulatory status, or data-controller responsibilities.
