Privacy policy

Who we are

CompanyTaxes provides year-end accounts and corporation tax filing services to UK limited companies. We are the data controller for the personal data described in this policy and are registered with the Information Commissioner's Office.

What we collect

Account details: your name, email address and phone number.

Company details: company number, registered address, directors and persons with significant control, drawn from the public Companies House register and confirmed by you.

Financial records: bank statements, bookkeeping data, invoices and any other documents you upload or grant us access to.

Identity documents: photo ID and proof of address, which we are legally required to obtain under anti-money laundering regulations.

Usage data: basic technical logs needed to keep the service secure and working.

Why we use it

To prepare and file your statutory accounts and corporation tax return; to meet our legal obligations, including anti-money laundering checks and record retention; and to contact you about your engagement. We rely on contract, legal obligation and legitimate interests as our lawful bases. We do not use your data for marketing to third parties and we never sell it.

Who we share it with

Companies House and HMRC, in order to file on your behalf; your previous accountant, where you have asked us to request professional clearance; and vetted service providers who host our systems, send our emails and process card payments. All providers act under contract and only on our instructions.

How long we keep it

Accounting and tax records are retained for at least six years after the end of the accounting period they relate to, as required by law. Identity verification records are kept for five years after our relationship ends. After that, data is deleted or anonymised.

Security

Documents are stored encrypted, access is restricted to the small team working on your engagement, and all access is logged. We review our controls regularly.

Your rights

You can ask for a copy of your data, ask us to correct it, ask us to delete it where we are not legally required to keep it, object to certain processing, or ask us to transfer it. Email info@companytaxes.co.uk and we'll respond within one month. If you're unhappy with our response you can complain to the ICO at ico.org.uk.

Cookies

We use only the cookies needed to keep you signed in and the service secure. We don't run advertising trackers.