Privacy Policy

Last updated: 4 June 2026

Sorted Tax is the trading name of Ovings Limited, a company registered in England and Wales (Company No. 13076420), with its registered office at 59 Chapel Street, Stourbridge, West Midlands, United Kingdom, DY9 8BX.

1. Who we are

Sorted Tax provides fixed-fee, online UK tax filing services. When you use our website or services, we collect and process personal data. This policy explains what we collect, why we collect it, how we use it, and your rights under UK GDPR and the Data Protection Act 2018.

If you have any questions about this policy or how we handle your data, contact us at: hello@sorted.tax

2. What data we collect

We collect the following categories of personal data:

  • Contact and identity data: full name, email address, phone number, date of birth, National Insurance number, and residential address.
  • Financial and tax data: income details, employment records, investment information, property sale details, capital gains figures, tax documents (such as P60s, P11Ds, receipts, and bank statements), and any other information required to prepare and file your tax return.
  • Account and usage data: information about how you use our website and intake forms, including pages visited and actions taken.
  • Communications data: any messages or enquiries you send us via our contact form, email, or live chat.
  • Technical data: IP address, browser type and version, device information, and cookies (see Section 8).

3. How we collect your data

We collect your data in the following ways:

  • Directly from you when you complete our intake forms via our secure portal (sorted.fillout.com)
  • When you contact us by email, phone, or live chat
  • When you subscribe to our newsletter
  • Automatically via cookies and analytics tools when you visit our website

4. Why we collect your data and the legal basis

We process your personal data on the following legal grounds:

  • To perform our contract with you: We need your personal and financial data to prepare, review, and file your tax return with HMRC. Without this data, we cannot provide the service.
  • Legal obligation: As an HMRC Authorised Agent, we are required to retain certain records and comply with applicable tax and anti-money laundering regulations.
  • Legitimate interests: We use analytics data to understand how our website is used and to improve our services, where this does not override your rights and interests.
  • Consent: Where we send you marketing communications or use non-essential cookies, we rely on your consent. You may withdraw consent at any time.

5. How we use your data

We use your personal data to:

  • Prepare and file your Self Assessment tax return or Capital Gains Tax return with HMRC
  • Communicate with you about your return, including follow-up questions and confirmation of filing
  • Send you tax deadline reminders and service updates (where you have consented)
  • Respond to your enquiries and provide customer support
  • Comply with our legal and regulatory obligations as an HMRC Authorised Agent
  • Improve our website and services using anonymised analytics data

We will never sell your personal data to third parties. We will never use your data for purposes incompatible with those listed above.

6. Who we share your data with

We share your data only where necessary and with the following parties:

  • HMRC: We submit your tax return and associated data to HMRC on your behalf, as your authorised agent.
  • Fillout (sorted.fillout.com) — secure intake forms and document upload
  • Google Analytics 4 — website analytics (anonymised)
  • Crisp — live chat and customer support
  • cal.com — appointment booking
  • Xero — accounting software

All third-party providers are required to handle your data securely and in compliance with UK GDPR. They process data only on our instructions and not for their own purposes. We do not transfer your data outside the UK or EEA except where covered by appropriate safeguards.

7. How long we keep your data

We retain your personal and financial data for 6 years from the date your tax return is filed. This is in line with HMRC record-keeping requirements and our legal obligations. After this period, your data is securely deleted. You may request earlier deletion in certain circumstances (see Section 9).

8. Cookies

Our website uses cookies to function and to help us understand how it is used. Cookies are small files stored on your device.

  • Strictly necessary cookies: Required for the website to work. These cannot be disabled.
  • Analytics cookies: We use Google Analytics 4 to collect anonymised data about how visitors use our site (pages visited, time spent, device type). These cookies are only placed with your consent.

You can manage your cookie preferences using the cookie settings panel on our website. You can also control cookies through your browser settings. For more information about cookies, visit ico.org.uk/for-the-public/online/cookies.

9. Your rights under UK GDPR

You have the following rights regarding your personal data:

  • Right to access: You can request a copy of the personal data we hold about you.
  • Right to rectification: You can ask us to correct inaccurate or incomplete data.
  • Right to erasure: You can ask us to delete your data in certain circumstances.
  • Right to restrict processing: You can ask us to pause processing of your data in certain circumstances.
  • Right to data portability: You can request your data in a structured, machine-readable format.
  • Right to object: You can object to processing based on legitimate interests or for direct marketing.
  • Right to withdraw consent: Where processing is based on consent, you can withdraw it at any time without affecting the lawfulness of processing before withdrawal.

To exercise any of these rights, contact us at hello@sorted.tax. We will respond within 30 days.

If you are unhappy with how we handle your data, you have the right to complain to the Information Commissioner's Office (ICO) at ico.org.uk or by calling 0303 123 1113.

10. Data security

We take the security of your data seriously. We use industry-standard security measures including:

  • Encrypted data transmission (HTTPS) across all our systems
  • Secure document upload via Fillout's encrypted portal
  • Restricted access to personal data, limited to authorised personnel only
  • Regular review of our data handling practices

In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify the ICO within 72 hours and inform affected individuals without undue delay.

11. Changes to this policy

We may update this Privacy Policy from time to time. When we do, we will update the date at the top of this page. We encourage you to review this policy periodically.

12. Contact us

Ovings Limited (trading as Sorted Tax)
59 Chapel Street, Stourbridge, West Midlands, United Kingdom, DY9 8BX
Email: hello@sorted.tax
Phone: 0203 670 0770