Taxation Portal

Privacy Policy for Taxation Portal

Effective Date: July 15, 2025

At Taxation Portal, we are committed to protecting the privacy and security of your personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you use our taxation services, in compliance with the Digital Personal Data Protection Act, 2023, and other applicable Indian laws.

1. Information We Collect

We collect various types of information necessary to provide our taxation services. This may include:

  • Personal Identification Information: Name, address, date of birth, gender, Permanent Account Number (PAN), Aadhaar number, father’s/mother’s name, marital status, nominee details, and contact information (email address, phone number).

  • Financial Information: Income details (salary, business, capital gains, other sources), deduction and investment details, bank account numbers, IFSC codes, MICR codes, transaction data, balance sheets, profit & loss statements, and any other financial records relevant for tax compliance.

  • Sensitive Personal Data: As defined under Indian law, this includes financial information (bank accounts, credit/debit card details), biometric data (if collected for specific purposes like e-verification, though generally not stored by us directly), and any other data that can reveal identity and is deemed sensitive.

  • Technical Data: When you interact with our website or online portals, we may collect IP addresses, browser type, operating system, and usage data through cookies and similar technologies. (If applicable for online platforms).

2. How We Collect Information

We collect information through various methods:

  • Directly from You: When you provide documents, fill out forms, communicate with us via email, phone, or in-person meetings.

  • From Third Parties (with your consent): With your explicit consent, we may retrieve information from government portals (e.g., Income Tax portal for Form 26AS, GSTN for GSTR-2B), banks, or other financial institutions to ensure accuracy and completeness of your tax data.

  • Through our Website: If you use our online platforms for service initiation, document upload, or communication.

3. How We Use Your Information

We use your personal and financial information solely for the following “specified purposes”:

  • To Provide Taxation Services: Preparing and filing your Income Tax Returns, GST Returns, TDS/TCS returns, responding to tax notices, providing tax advisory and planning, payroll processing, and other services as per our engagement.

  • To Comply with Legal Obligations: Meeting regulatory requirements, responding to lawful requests from government authorities (e.g., Income Tax Department, GST Department, ED, CBI) as mandated by law.

  • To Communicate with You: Sending updates, confirmations, service-related messages, and responding to your inquiries.

  • To Maintain Records: Keeping accurate client records for compliance, professional standards, and future reference.

  • For Internal Administration: Improving our services, internal analysis, and quality control.

We will not use your personal data for any purpose other than those for which it was collected, without obtaining your fresh consent.

4. Disclosure and Sharing of Your Information

We understand the sensitive nature of your data and limit its disclosure. Your information may be disclosed only under the following circumstances:

  • To Tax Authorities: As required for filing your tax returns, responding to notices, or during assessments/audits.

  • To Other Government Agencies: If legally mandated by court order, summons, or regulatory directives.

  • To Our Employees and Consultants: Only to those who need the information to perform their duties for your service, and who are bound by strict confidentiality agreements.

  • To Third-Party Service Providers (with your consent/necessity): Such as IT service providers, cloud storage providers, or other professionals (e.g., advocates for legal representation) only if necessary for the provision of services and under strict confidentiality obligations.

  • In Case of Business Transfer: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity, subject to their adherence to a privacy policy consistent with ours.

We do not sell, rent, or trade your personal information to third parties for marketing or any other purposes.

5. Data Security

We implement reasonable security practices and procedures to protect your personal and financial information from unauthorized access, alteration, disclosure, loss, or destruction. Our security measures include:

  • Physical Safeguards: Secure storage of physical documents (if any).

  • Technical Safeguards: Encryption of data in transit and at rest, access controls, firewalls, regular security audits, and secure server environments.

  • Organizational Safeguards: Employee training on data privacy, strict internal policies, and confidentiality agreements with all staff.

While we strive to use commercially acceptable means to protect your Personal Data, no method of transmission over the Internet or method of electronic storage is 100% secure.

6. Data Retention

We retain your personal and financial data only for as long as necessary to fulfill the purposes for which it was collected, to comply with legal and regulatory obligations (e.g., Income Tax Act, GST Act, Companies Act, which mandate retaining records for specific periods), resolve disputes, and enforce our agreements.

7. Your Rights as a Data Principal (Under DPDP Act, 2023)

Subject to the provisions of the DPDP Act, you have the following rights concerning your personal data:

  • Right to Access Information: To obtain confirmation from us as to whether your personal data is being processed, and access to a summary of such personal data.

  • Right to Correction/Erasure: To request correction of inaccurate or incomplete personal data, and erasure of your personal data that is no longer necessary for the purpose for which it was collected.

  • Right to Grievance Redressal: To a readily available means of grievance redressal.

  • Right to Nominate: To nominate another individual who shall exercise your rights in the event of your death or incapacity.

  • Right to Withdraw Consent: You have the right to withdraw your consent at any time for the processing of your personal data. Such withdrawal must be in writing. Please note that withdrawing consent may affect our ability to continue providing services to you.

8. Cookies and Tracking Technologies (If applicable for website/online portal)

Our website may use “cookies” and similar tracking technologies to enhance user experience, analyze website traffic, and improve our services. You can set your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service.

9. Links to Other Websites (If applicable)

Our website may contain links to other websites that are not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policy of every site you visit.

10. Changes to This Privacy Policy

We may update our Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Effective Date” at the top. We encourage you to review this Privacy Policy periodically for any changes.

11. Contact Us & Grievance Redressal

If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal data, please contact us:

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