Privacy Policy

Privacy Policy

This privacy policy for Tax Refundo (‘we’, ‘us’, ‘our’) describes how and why we collect, store and use (‘process’) your information when you use our services. 

Questions or concerns? Reading this privacy policy will help you understand your privacy rights and choices. If you still have questions or concerns please do not hesitate to contact us via email at [email protected]

Summary of key points

What personal information we process?
When you visit, use or navigate our services, we may process personal information.

Do we process any sensitive personal information?
We may process sensitive personal information when necessary with your consent.

Do we receive or give any information from third parties?

How do we process your information?
We process your information to provide, improve and administer our services, communicate with you, for security and fraud prevention, and to comply with the law. We may also process your information for other purposes with you consent. We process your information only if we have the valid legal reason to do so.

Do we share your personal information?
No, we do not share your information with any third parties.

How we keep your information safe?
We have organisational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet can be guaranteed to be 100% secure, so we cannot guarantee that hackers or cyber criminals will not be able to defeat our security.

What are your rights?
The easiest way to exercise your rights is to contact us on [email protected]
We will consider and act upon any request in accordance with applicable data protection laws

How We May Collect Your Personal Data

We obtain personal data about you, for example, when: 
– you register a claim with us. 
– you engage us to provide our services and also during the provision of those services. 
– you contact us by email, telephone, post or social media (for example when you have a query about our services); or 
– from third parties and/or publicly available resources (for example, from your employer or HMRC). 

The Kind Of Information We Hold About You

The information we hold about you may include the following:
– your personal details (such as your name, address, contact details, national insurance number and employment related information)
– details of contact we have had with you in relation to the provision, or the proposed provision, of our services.
– details of any services you have received from us.
– information about any complaints and enquiries you make to us.
– information from research, surveys, and marketing activities.
– Information we receive from other sources, such as publicly available information, information provided by your employer or information from HMRC.


We never sell or rent your personal data to third parties. 
We may process your personal data for purposes necessary for the performance of our contract with you (for example to process your tax refund claim or tax return) and to comply with our legal obligations. 
We may process your personal data for the purposes of our own legitimate interests provided that those interests do not override any of your own interests, rights and freedoms which require the protection of personal data. This includes processing for marketing, business development, statistical and management purposes.
We may process your personal data for certain additional purposes with your consent, and in these limited circumstances where your consent is required for the processing of your personal data then you have the right to withdraw your consent to processing for such specific purposes.
Please note that we may process your personal data for more than one lawful basis depending on the specific purpose for which we are using your data.


We may use your personal data in order to:
carry out our obligations arising from any agreements entered into between you and us (which will most usually be for the provision of our services)
provide you with information related to our services and our events and activities that you request from us or which we feel may interest you, provided you have consented to be contacted for such purposes.
seek your thoughts and opinions on the services we provide; and
notify you about any changes to our services.
In some circumstances we may anonymise or pseudonymise the personal data so that it can no longer be associated with you, in which case we may use it without further notice to you.
If you refuse to provide us with certain information when requested, we may not be able to perform the contract we have entered into with you. Alternatively, we may be unable to comply with our legal or regulatory obligations.
We may also process your personal data without your knowledge or consent, in accordance with this notice, where we are legally required or permitted to do so.


We will only retain your personal data for as long as is necessary to fulfil the purposes for which it is collected.
When assessing what retention period is appropriate for your personal data, we take into consideration:
the requirements of our business and the services provided.
any statutory or legal obligations.
the purposes for which we originally collected the personal data.
the lawful grounds on which we based our processing.
the types of personal data we have collected.
the amount and categories of your personal data; and
whether the purpose of the processing could reasonably be fulfilled by other means.


We have put in place commercially reasonable and appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your personal data on our instructions, and they are subject to a duty of confidentiality. 
We have put in place procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where we are legally required to do so. 

In the limited circumstances where you may have provided your consent to the collection, processing and transfer of your personal data for a specific purpose (for example, in relation to direct marketing that you have indicated you would like to receive from us), you have the right to withdraw your consent for that specific processing at any time. To withdraw your consent, please write to [email protected] Once we have received notification that you have withdrawn your consent, we will no longer process your personal information (personal data) for the purpose or purposes you originally agreed to, unless we have another legitimate basis for doing so in law.