Privacy Policy

Last updated: 02/07/205

Tax by Sterling (“we”, “our”, “us”) is committed to protecting your privacy and ensuring your personal data is handled safely and responsibly. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website www.taxbysterling.co.uk, communicate with us, or use our services.

1. Who We Are

Tax by Sterling is a UK-based accountancy firm providing tax, accounting, and business advisory services. For data protection purposes, we are the Data Controller of your personal data.

Contact Details:

Tax by Sterling

Sterling Enterprise Centre

324 Manchester Road

Sheffield S36 9LS

United Kingdom

Email: info@taxbysterling.co.uk

Telephone: 07469885455

2. Information We Collect

We may collect and process the following personal data:

• Contact Information: Name, email address, telephone number, postal address

• Business Information: Company name, VAT number, accounting records

• Financial Information: Payment details, invoices, transaction history

• Identification Information: Tax references, national insurance number, UTR

• Technical Information: IP address, browser type, operating system (collected via cookies)

• Other Information: Any personal data you provide when you contact us or use our services

3. How We Use Your Information

We process your information for the following purposes:

• To provide our accountancy, tax, and advisory services

• To communicate with you about your queries, services, and updates

• To comply with legal and regulatory obligations

• To maintain our business records and manage invoicing

• To improve our website and services

We will only use your personal data when the law allows us to, including:

• Where it is necessary for the performance of a contract

• To comply with a legal obligation

• Where you have given consent

• For our legitimate interests (e.g., to manage our business and improve services)

4. Sharing Your Information

We may share your data with:

• HMRC and other regulatory authorities when legally required

• Our professional advisors (e.g., accountants, auditors, legal consultants)

• Service providers (e.g., IT support, secure cloud storage)

• Subcontractors working on our behalf

• Third parties with your consent

We do not sell your personal data.

5. Data Retention

We keep your personal data only as long as necessary to fulfil the purposes we collected it for, including satisfying legal, tax, and accounting requirements.

By law, we are required to retain basic client information for at least 6 years after the end of our relationship.

6. Your Rights

Under UK GDPR, you have rights including:

• Access: Request a copy of the personal data we hold about you

• Rectification: Request correction of inaccurate or incomplete data

• Erasure: Request deletion of your data (in certain circumstances)

• Restriction: Request restriction of processing

• Objection: Object to processing based on legitimate interests

• Portability: Request transfer of your data to another party

To exercise any of these rights, please contact us using the details above.

7. Cookies

Our website uses cookies to improve your browsing experience. You can adjust your browser settings to refuse cookies or alert you when cookies are being used. For more information, please refer to our Cookie Policy.

8. Data Security

We take data security seriously and have implemented appropriate technical and organisational measures to protect your personal data against loss, misuse, or unauthorised access.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page, and where appropriate, notified to you by email.

10. Complaints

If you have concerns about how we handle your data, please contact us so we can address your concerns. You also have the right to lodge a complaint with the Information Commissioner’s Office (ICO):

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

Helpline: 0303 123 1113

Website: www.ico.org.uk