Privacy Policy (summary)

Tax Mate is fully compliant with the new Privacy Amendment Act

• We do not discuss the financial contents of our clients tax returns or books with anyone over the phone - not even the ATO or a spouse or a partner

• We do not store clients information on the cloud

• We do not keep a copy of our clients proof of identity

• We do keep a copy of our clients tax returns; these are marked confidential and stored under lock and Key away from the Tax Mate office

• All confidential documents are destroyed using a cross-cut shredder, when no longer needed

• Computers containing client information are all password protected

• Computers containing client information are removed from the Tax Mate office at night

• Clients should not be left unattended in the Tax Mate office.  If this must occur, our computers must be turned-off and confidential documents locked away

• Our staff comply with the confidentiality and privacy legislation effective in Victoria and Australia, and with the codes within their professional bodies

• Client information is not given or sold onto third parties

• We are legally required to inform the ATO is we think a client is being dishonest in their tax returns - we will refuse to complete any return we suspect is fraudulent

• All staff are trained to comply with our privacy policy

• Staff who then choose to breach the privacy policy accept that their services will be immediately terminated

• We are legally required to inform the ATO is we think a client is being dishonest in their tax returns - we will refuse to complete any return we suspect is fraudulent

   

 

We get it right for you

We are fully aware of how important your privacy and the protection of your personal identity is to you and society in general

We strongly advise all business owners to familiarise themselves with the new Privacy Amendment Act which comes in to force on 2014.  This Act affects all businesses and organisations regardless of size or income.