1. INTRODUCTION

This Privacy Policy defines how The Tax Shop Broadacres collects and processes personal information about you; how we use and protect this information, and your rights in relation to this information, in accordance with the requirements of the Protection of Personal Information Act (POPIA)

2. PERSONAL INFORMATION WE COLLECT

We may collect your personal information from a variety of sources, including personal information we collect from you directly, when you contact us or submit an online request to be contacted by us on our website.

Certain personal information is required because of a contractual relationship we have with you or your employer, to allow us to carry out our contractual obligations to you or your employer. Failure to provide this personal information could prevent or cause a delay in the fulfilment of these obligations.

2.1 Information we collect directly from you:

The categories of personal information that we may collect directly from you include the following:

• personal details (name, age, date of birth, gender, identity number or registration number)

• contact details (phone number, email address, postal address or mobile number)

• employment details (job title; employer name, employee number)

• economic or financial information (income details, financial statements or investment information).

2.2 Information we may collect from other sources:

The following are examples of the categories of personal information we may collect from other sources such as the Companies and Intellectual Property Commission, Financial Institutions and SARS, include the following:

• personal details (name, age, date of birth, gender, identity number, registration number)

• contact details (phone number, email address, postal address or mobile number)

• employment details (job title; employer name, employee number)

• economic or financial information (income details, financial statements or investment information).

3. HOW WE USE OF PERSONAL INFORMATION

We will only process your personal information for the purpose(s) for which it was collected and agreed to. In most cases the legal basis will be one of the following:

• to provide services, to you, as set out in our service level agreement/letter.

• to fulfil our contractual obligations to you.

• to ensure that invoices are issued correctly.

• to communicate with you and to carry out instructions and requests.

• to meet our legitimate interests so that: we are able to provide the services you request; our services function correctly in relation to your business.

Why we use your personal information:

• To contact you regarding the services we are providing to you.

• To keep our records up to date.

• To issue accurate invoices for our services.

• comply with legal obligations we need t.

• comply with obligations in terms of our mandate from you.

A list of records that we hold and are legally required to hold is listen in our PAIA manual, should you wish to view this, please contact Julia Delaney at broadacres@taxshop.co.za

4. YOUR RIGHTS AS DATA SUBJECTS

4.1 Right to access to information.

You have the right to request, free of charge, what personal information we hold about you. You also have the right to request a copy of the record of personal information or a description of the personal information we hold about you. These requests need to be done in the correct format and manner as prescribe in the PAIA act.

4.2 Right to request correction or deletion of personal information.

You have the right to request the correction, updating or deletion of the personal information held by us. You can also request, the destruction or deletion of a record of information held by us.

4.3 Right to object to the processing of personal information

You have the right to object to the processing of your personal information, unless there is a legitimate legal bases we need to continue to process your information (court order).

4.4 Right to object to automated decision-making.

You have the right to object automated decision making,

4.5 Right to unsubscribe from direct marketing.

You have the right to opt-out of any direct marketing that is sent to you by clicking on the opt-out or unsubscribe link at the bottom of the email.

4.6 Right to withdraw consent.

You have the right to withdraw your consent to us processing your information at any time, these requests need to be sent to Julia Delaney at broadacres@taxshop.co.za

4.7 Right to lodge a complaint with the information regulator.

You have the right to lodge a complaint with the Information Regulator, in the prescribed manner and form, if you believe that we are not complying with the protection of your personal information. You can contact the Information Regulator on 010 023 5207 (telephone number) and can lodge a complaint via email inforeg@justice.gov.za

5. INFORMATION SHARING

We do not share your personal information with third parties unless there is a contractual requirement to do so for the completion of services rendered or unless we are legally obligated to do so.

6. INFORMATION SECURITY

We have implemented generally accepted standards of technology and operational security to protect personal information from loss, misuse, alteration, or destruction.

We require all staff to keep personal information confidential and only authorized staff have access to this personal information.

We will retain your personal information in accordance with our data retention policy which sets out data retention periods required or permitted by law.

7. CHANGES TO THE PRIVACY STATEMENT

Changes or amendments to this privacy policy will be done in accordance with any legislative requirements that may be issues from time to time.