TaxAid is a charity registered in England & Wales (No. 1062852).
TaxAid is a charity that helps people on low incomes when they get into difficulties with their tax affairs, providingfree, independent and expert advice and help for people on lower incomes (£20,000 gross per annum or less.)
- What information do we collect about you?
- How will we use the information about you?
- Access to your information and correction
- Other websites
- How to contact us
What information do we collect about you?
We collect information from you when you contact us with a tax query and when you complete our online contact form. We also collect information when you voluntarily complete surveys, make a direct donation and provide feedback. Website usage information is collected using cookies.
The personal information we collect might include your name, address, email address and relevant information regarding your tax query.
In order for us to process your information in a confidential manner, and to assist your query we may need to take verbal consent over the phone. Therefore our legal basis for collecting your information is naturally ‘consent’, as recommended by GDPR guidelines.
How will we use the information about you?
We collect information about you to record details of your tax issues and the advice given. This is useful for us to keep so that we can give you the best support and advice, particularly if you call back or need further advice; it may involve sharing some information with colleagues so advice can be reviewed or for a second opinion. On occasion clients give us sensitive information, for instance about their physical or mental health. Where this is relevant to our advice we include this on the record.
Information provided by you to your adviser will not be disclosed to anyone unconnected with TaxAid unless you have given your consent. There are three exceptions:
- Where TaxAid has an overriding legal right or duty to disclose information. In particular, your adviser may have a legal duty under the Proceeds of Crime Act to report any suspicions of criminal activity to the appropriate authority.
- Where disclosure is necessary for the purposes of independent quality review or for our insurers. Those involved are themselves required to keep the details confidential.
- Where we are seriously concerned about the well-being of a client.
If we need to share your details with a third party in order to deal with your tax problem, we will ask for your consent before doing so and will record this consent.
On occasion it will be necessary for advisers to take your papers and documents away with them. The underlying principle here is that all papers received or generated in the course of TaxAid work remain the property of the client and/or TaxAid and will be returned to you when the adviser has finished working with them.
General data for monitoring purposes
We keep information about problems presented to us for statistical and auditing purposes, so that we can analyse patterns of problems people are having with the tax system. No individuals can be identified though reports based on this data as it is anonymised.
To enable us to process direct donations (such as by standing order or direct debit) we may need to collect basic payment information from you. If you are eligible for UK Gift Aid, we may also ask you to confirm your UK home address.
When you are using our secure online donation pages such as Charities Aid Foundation, your donation is processed by a third party payment processor, who specialises in the secure online capture and processing of credit/debit card transactions. If you have any questions regarding secure transactions, please contact us.
Access to your information and correction
We keep client records for a minimum of six years. You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email GDPR@taxvol.org.uk or write to us at this address.
30 Monck Street
There will be no charge for this service.
We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is accurate.
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity.
You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
How to contact us
30 Monck Street
TaxAid collects your personal information when you contact us with a tax query and when you complete our online contact form. We will use this information to provide the service requested.