Privacy Policy

Introduction

TicTax Solutions ("we", "us", or "our") is committed to protecting the privacy of individuals who visit our website (www.tictax.uk) and interact with our services, including the R&D Tax Relief Screening Form.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our screening form. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site or submit information through the form.

Information We Collect

We may collect personal information about you directly from you when you use our R&D Tax Relief Screening Form. The information collected includes:

• Contact Information: Your name, email address, and optionally, your phone number.
• Business Information: Company name, company website (optional), whether your business is a UK Limited Company, and whether it is subject to UK Corporation Tax.
• Project Information: A brief description of your project, answers regarding the project's aim (advance), technical challenges (uncertainty), and the timing of the activity.
• Cost Indicators: Information about the types of costs incurred (e.g., staff, subcontractors, software, materials, EPWs).
• Claim History: Whether you have claimed R&D tax relief before.
• Additional Information: Any other details you voluntarily provide in the optional text field.

We also automatically collect certain information when you visit our website, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the site. This is standard practice for website analytics and security.

How We Use Your Information

Having accurate information permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Screening Form to:

• Assess the potential eligibility of your company and project for R&D tax relief based on the preliminary information provided.
• Contact you via email or phone (if provided) to discuss your submission, potential eligibility, and the next steps for a more detailed consultation.
• Respond to your inquiries or requests.
• Improve our website and service offerings.
• Maintain the security and operation of our website.

Disclosure of Your Information

We do not sell, trade, rent, or otherwise transfer your personally identifiable information to outside parties unless we provide users with advance notice. This does not include website hosting partners and other parties who assist us in operating our website, conducting our business, or serving our users, so long as those parties agree to keep this information confidential.

We may release information when its release is appropriate to comply with the law, enforce our site policies, or protect ours or others' rights, property, or safety.

Data Security

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other type of misuse.

Information submitted via the screening form is transmitted to us via Formspree, a third-party form processing service. You can view Formspree's privacy policy on their website.

Data Retention

We will only retain your personal information for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. Typically, information submitted via the screening form will be reviewed promptly, and if no further engagement is pursued, it will be securely deleted within a reasonable timeframe (e.g., 12 months).

Your Data Protection Rights

Depending on your location, you may have the following rights regarding your personal information:

• The right to access – You have the right to request copies of your personal data.
• The right to rectification – You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
• The right to erasure – You have the right to request that we erase your personal data, under certain conditions.
• The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.
• The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.
• The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you wish to exercise any of these rights, please contact us at karen@tictax.uk.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

Email: karen@tictax.uk

Phone: 07720 939 075

Last Updated: [Date of Creation/Last Update]