Privacy Policy
This Privacy Policy explains how Sorted For Tax collects, uses, and stores information when you use the website, contact us, make a purchase, or submit information and documents through the Sorted For Tax service.
Who we are
Sorted For Tax is a service that helps organise records and prepare a tax-ready pack for sole traders and self-employed businesses.
What information we collect
We may collect:
- your name
- business name
- email address
- phone number
- information you submit through forms
- documents and files you upload
- payment-related information handled through our payment provider
- website usage data such as page visits or form activity
Information you submit through forms and uploads
When you use Sorted For Tax, you may send receipts, invoices, screenshots, confirmations, PDFs, statements, and other related records. We use this information only as needed to review what you have submitted, organise records, identify missing items, and prepare your Tax Ready Pack.
How we use your information
We may use your information to:
- provide the Sorted For Tax service
- communicate with you about your request
- process payments
- follow up on missing information
- improve how the service works
- maintain internal records of completed work
Payment information
Payments may be processed by a third-party payment provider. Sorted For Tax does not store full payment card details unless a connected payment platform securely handles them.
Third-party services
We may use trusted third-party tools for website hosting, forms, file uploads, email communication, analytics, and payment processing.
Data storage and protection
We take reasonable steps to store information carefully and limit access to what is needed to deliver the service. No online system can promise perfect security, and we do not make unrealistic guarantees.
When information may be shared
We do not sell your personal information. We may share limited information with service providers who help us run the website, process payments, manage communications, or deliver the service.
Data retention
We keep information only as long as reasonably needed for service delivery, record-keeping, support, legal obligations, or operational follow-up.
Your rights and contact
You can contact us if you want to ask about the information we hold, request updates, or raise a privacy concern.
For privacy enquiries, contact: hello@sortedfortax.co.uk
Final legal wording may be updated before public scale.