83 Kingsland High St. E8 2PB, London office@progresstax.co.uk 83 Kingsland High St. E8 2PB, London
TEL: 07927 707500
Privacy Notice

1. SCOPE

All data subjects whose personal data is collected, in line with the requirements of the GDPR.

2. RESPONSIBILITIES

· 2.1 The Data Protection Officer is responsible for ensuring that this notice is made available to data subjects prior to Progress Accountancy & Advice Ltd collecting and processing their personal data.

2.2 All employees of Progress Accountancy & Advice Ltd who interact with data subjects are responsible for ensuring that this notice is drawn to the data subject’s attention and their consent to the processing of their data is secured.

3. PRIVACY NOTICE

3.1 WHO ARE WE?

Progress Accountancy & Advice Ltd are a firm of accountants and business advisers. The services we offer are as follows:

Business

  • Start-up planning and consultancy
  • Strategic planning and business development
  • Financial management
  • Financial information systems
  • Consulting on computer systems, including Making Tax Digital

Taxes

  • Personal Tax
  • Business Tax
  • Corporation Tax
  • Capital Gains Tax
  • Tax authority investigations
  • VAT
  • PAYE and National Insurance compliance

Accounting

  • Preparation of annual financial statements
  • Periodic management reporting
  • Accounting and bookeeping services
  • Maintaining PAYE and VAT records and related filings

Companies

  • Preparation and filing of statutory returns
  • Preparation of minutes and resolutions
  • Company incorporation services
  • Corporate information searches

Our Data Protection Officer/GDPR Owner and data protection representatives can be contacted directly here:

  • office@progresstax.co.uk
  • 07927707500

The personal data we would like to collect and process on you is:

Personal data type:

  • Full name, residential address, telephone number, email address, Unique Taxpayer Reference (UTR), National Insurance number, and bank account information.
  • Details of your investments.
  • Income and expenditure data.
  • Your IP address.

These details will all be collected directly from you or your appointed representative.

The personal data we collect will be used for the following purposes:

  • Contacting you by mail, email, or phone.
  • Maintaining our records in accordance with applicable legal and regulatory requirements.
  • Processing financial transactions for the preparation of reports and tax declarations

Our legal basis for processing for the personal data:

Are to assist you as appointed agents to help you fulfill your legal responsibilities, with regard to the filing of accounts and tax returns.

3.2 CONSENT

By consenting to this privacy notice you are giving us permission to process your personal data specifically for the purposes identified.

Consent is required for Progress Accountancy & Advice Ltd to process both types of personal data, but it must be explicitly given. Where we are asking you for sensitive personal data we will always tell you why and how the information will be used.

You may withdraw consent at any time by contacting Progress Accountancy & Advice Ltd using the contact details in 3.1.

3.3 DISCLOSURE

Progress Accountancy & Advice Ltd will not pass on your personal data to third parties without first obtaining your consent.

We may pass your information to our third party service providers and agents for the purposes of completing tasks and providing services to you on our behalf, for example to enable bookkeeping and ensure you are kept up to date. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep the information secure and not to use it for their own purposes.

3.4 RETENTION PERIOD

We are required by legislation, other regulatory requirements and our insurers to retain our data where we have ceased to act for you. To ensure compliance with all such requirements it is the policy of the firm to retain data for a period of up to ten years from the end of the period concerned. If for any legal reason your data is required to be held past this time, you will be informed of the extention.

3.5 YOURS RIGHTS AS A DATA SUBJECT

At any point while we are in possession of or processing your personal data you, the data subject, have the following rights:

  • Right of access – you can request a copy of the data we hold about you.
  • Prawo do sprostowania – możesz poprawić dane, które są nieprawidłowe lub niekompletne.
  • Right to be forgotten – in certain circumstances, you can request the deletion of your data.
  • Right to restriction of processing – when specific conditions are met.
  • Right to data portability – you can request the transfer of your data to another entity.
  • Right to object – for example, to direct marketing.
  • Right to object to automated decision-making, including profiling activities.
  • Right to judicial remedy – if we refuse to comply with your request, we will explain the reasons. You may also lodge a complaint as outlined in section 3.6.

3.6 COMPLAINTS

In the event that you wish to make a complaint about how your personal data is being processed by Progress Accountancy & Advice Ltd, or how your complaint has been handled, you have the right to lodge a complaint directly with the supervisory authority and Progress Accountancy & Advice Ltd’s data protection representatives Data Protection Officer.

Contact details:

Supervisory Authority:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
E-mail: casework@ico.org.uk


Telephone: 0303 123 1113 / 01625 545 745

Data Protection Officer (DPO):
Adrian Wendel
1st floor,
83 Kingsland High Street
London
E8 2PB
Email: office@progresstax.co.uk


Telephone: 07927707500

3.7 PRIVACY STATEMENT

Read more about how and why we use your data on the website:

4. ONLINE PRIVACY STATEMENT

Personal data

Under the EU’s General Data Protection Regulation (GDPR) personal data is defined as:

“any information relating to an identified or identifiable natural person (‘data subject’); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, metal, economic, cultural or social identify of that natural person”.

How we use your information

This privacy notice tells you how we, Progress Accountancy & Advice Ltd, will collect and use your personal data for the performance of our services to you under 3.1.

Why does Progress Accountancy & Advice Ltd need to collect and store personal data?

In order for us to provide you with our services we need to collect personal data for correspondence purpose and/or detailed service provision. In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy. In terms of being contacted for marketing purposes Progress Accountancy & Advice Ltd would contact you for additional consent.

Will Progress Accountancy & Advice Ltd share my personal data with anyone else?

We may pass your personal data on to third party service providers contracted to Progress Accountancy & Advice Ltd in the course of dealing with you. Any third parties that we may share your data with are obliged to keep your details securely, and to use them only to fulfill the service they provide you on our behalf. When they no longer need your data to fulfill this service, they will dispose of the details in line with Progress Accountancy & Advice Ltd’s procedures. If we wish to pass your sensitive personal data on to a third party we will only do so once we have obtained your consent, unless we are legally required to do otherwise.

How will Progress Accountancy & Advice Ltd use the personal data it collects about me?

Progress Accountancy & Advice Ltd will process (collect, store and use) the information you provide in a manner compatible with the EU’s General Data Protection Regulation (GDPR).

Under what circumstances will Progress Accountancy & Advice Ltd contact me?

We will endeavor to keep your information accurate and up to date, and not keep it for longer than is necessary. Progress Accountancy & Advice Ltd is required to retain information in accordance with the law, such as information needed for income tax. How long certain kinds of personal data should be kept may also be governed by specific business sector requirements and agreed practices. Personal data may be held in addition to these periods depending on individual business needs.

Can I find out the personal data that the organisation holds about me?

Progress Accountancy & Advice Ltd at your request, can confirm what information we hold about you and how it is processed. If Progress Accountancy & Advice Ltd does hold personal data about you, you can request the following information:
· Identity and the contact details of the person or organisation that has determined how and why to process your data. In some cases, this will be a representative in the EU.
· Contact details of the data protection officer, where applicable.
· The purpose of the processing as well as the legal basis for processing.
· If the processing is based on the legitimate interest of Progress Accountancy & Advice Ltd or a third part, information about those interests.
· The categories of personal data collected, stored and processed.
· Recipient(s) or categories of recipients that the data is/will be disclosed to.
· If we intend to transfer the personal data to a third country or international organisation, information about how we ensure this is done securely. The EU has approved sending personal data to some countries because they meet a minimum standard of data protection. In other cases, we will ensure there are specific measures in place to secure your information.
· How long the data will be stored.
· Details of your rights to correct, erase, restrict or object to such processing.
· Information about your right to withdraw consent at any time.
· How to lodge a complaint with the supervisory authority.
· Whether the provision of personal data is a statutory or contractual requirement, or a requirement necessary to enter into a contract, as well as whether you are obliged to provide the personal data and the possible consequences of failing to provide such data.
· The source of personal data if it was not collected directly from you.
· Any details and information of automated decision making, such as profiling and any meaningful information about the logic involved, as well as the significance and expected consequences of such processing.

  • the legal basis for processing
  • the data recipients
  • the retention period
  • data subject rights
  • the source of the data (if it was not collected from you)
  • automated decision-making

What forms of ID will I need to provide in order to assess this?

Progress Accountancy & Advice Ltd accepts the following forms of ID when information on your personal data is requested:
Passport, driving licence, birth certificate, utility bill (from the last three months).

Contact details of the Data Protection Officer:

Adrian Wendel
1st floor,
83 Kingsland High Street
London
E8 2PB
Email: office@progresstax.co.uk


Telephone: 07927707500