Privacy Policy
How we collect, use, store and protect your personal data.
1. Introduction
Tax Check Pro Ltd, Company No: 16573087, Incorporated on 10 July 2025, Registered office, 50 Princes Street, Ipswich, Suffolk, England, IP1 1RJ (“we”, “us”, “our”) is committed to protecting and respecting your privacy.
This Privacy Policy explains how we collect, use, store and protect your personal data when you use our websites and services.
We provide two types of services:
- A Tax Claim Service (No Win, No Fee)
- A Tax Support Plan (Subscription Service)
This policy applies to both services. Where relevant, we explain how data is processed differently depending on the service you use.
2. Data Controller
Tax Check Pro Ltd is the data controller responsible for your personal data.
- Company name: TAX CHECK PRO LTD
- Contact email: [email protected]
3. Information We Collect
We may collect and process the following categories of personal data:
Personal details
- Name
- Date of birth
- Contact details (email, phone number, address)
Financial and tax-related information
- Employment details
- Income and expense information
- National Insurance number (where required)
- Tax history and relevant HMRC-related information
Documents and uploads
- P60s, payslips, receipts, invoices and other supporting documents
Technical data
- IP address
- Device information
- Website usage data
Payment data (Subscription Service only)
- Payment details (handled via third-party providers)
- Billing information
4. How We Use Your Data
We use your personal data depending on the service you use.
4.1 Tax Claim Service (No Win, No Fee)
We use your data to:
- Assess your eligibility for potential tax claims
- Identify relevant allowances or refunds based on your circumstances
- Prepare and process claims (where applicable)
- Communicate with you about your claim
- Comply with legal and regulatory requirements
4.2 Tax Support Plan (Subscription Service)
We use your data to:
- Create and manage your account
- Provide access to digital tools and services
- Store and manage documents
- Help you track and understand your tax position
- Provide ongoing support, alerts and insights
- Manage your subscription and billing
5. Purposes & Legal Bases for Processing
We process your personal data for the following purposes:
| Purpose | Description | Legal Basis |
|---|---|---|
| Provide Tax Claim Service | Assess eligibility, prepare and process claims, communicate with you | Performance of contract |
| Provide Subscription Service | Provide account access, tools, document storage and ongoing support | Performance of contract |
| Billing & payments (Subscription only) | Process subscription payments and manage billing | Performance of contract |
| Customer support & communications | Respond to enquiries and send service-related updates | Legitimate interest / contractual necessity |
| Service improvement & analytics | Improve services and analyse usage | Legitimate interest |
| Fraud prevention & compliance | Identity checks, misuse prevention, regulatory compliance | Legitimate interest / legal obligation |
| Legal obligations | Retain data and respond to lawful requests | Legal obligation |
6. Payment Processing (Subscription Service Only)
If you subscribe to the Tax Support Plan, we will process your payment details to collect subscription fees.
Important distinction
- The Subscription Service involves recurring payments
- The Tax Claim Service (No Win, No Fee) does not require upfront or recurring card payments
How payments are processed
We use secure third-party payment providers to process payments.
- Payment details are processed securely by these providers
- We do not store full card details on our systems where possible
- Transactions are protected using industry-standard security measures
What we may share with payment providers
We may share limited personal data with payment processors, including:
- Name
- Billing address
- Contact details
- Transaction details
This is strictly for:
- processing payments
- fraud prevention
- transaction verification
Legal basis for payment processing
- Performance of contract (to provide the subscription service)
- Legitimate interest (fraud prevention and payment security)
Payment provider responsibilities
Payment providers may act as:
- independent data controllers, or
- data processors
depending on their role in the transaction.
7. Data Sharing
We may share your data with:
- HMRC (where applicable and authorised)
- Service providers (e.g. hosting, analytics, support tools)
- Payment processors (subscription service only)
- Professional advisers where required
We only share data where necessary and appropriate.
8. Data Retention
We retain your data only as long as necessary:
- Tax Claim Service: Typically up to 7 years (to meet legal and regulatory requirements)
- Subscription Service: For the duration of your account and a reasonable period afterwards
- Legal obligations: As required by law
9. Your Rights
You have the right to:
- Access your personal data
- Request correction of inaccurate data
- Request deletion of your data
- Object to processing
- Request restriction of processing
- Request data portability
To exercise your rights, contact: [email protected]
10. Data Security
We implement appropriate technical and organisational measures to protect your data, including:
- Secure servers
- Encryption in transit
- Access controls
- Monitoring and security procedures
11. International Transfers
Where data is transferred outside the UK, we ensure appropriate safeguards are in place in accordance with data protection laws.
12. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page.
13. Contact
If you have any questions about this policy or how your data is handled, contact:
Email: [email protected]