Legal

Privacy Policy

TaxMan Advisory  •  Effective date: 06 August 2026

TaxMan Advisory respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, share and protect personal information when you visit our website, contact us, become a client, or engage with our tax, accounting, advisory and related services.

This policy applies to TaxMan Advisory, its website, communications, client relationships and services.

1. Who we are

TaxMan Advisory is a South African specialist tax practice serving individuals, businesses, trusts, NPOs and estates nationally and internationally. We provide tax structuring and advisory, company and personal income tax support, provisional tax, VAT, PAYE, UIF and SDL support, accounting and bookkeeping, company, trust and NPO registration and statutory administration, business advisory, estate planning and audit consulting.

2. What personal information we collect

Depending on how you interact with us, we may collect and process the following types of personal information:

• Personal and contact details: name, surname, email address, telephone number, physical address, postal address and job title.
• Identification and compliance information: identity numbers, passport numbers, tax numbers, SARS-related information, CIPC details, company registration documents, trust documents, NPO registration details, estate-related documents and other information required to provide our services.
• Financial and tax information: income details, expenses, bank details, payroll information, VAT records, accounting records, management accounts, financial statements, tax returns, provisional tax information, PAYE, UIF and SDL information, SARS correspondence and supporting documents.
• Business information: company information, director/member/shareholder details, ownership structures, business activities, registration details, statutory information and records required for tax, accounting, advisory or compliance work.
• Website and communication information: information you provide through contact forms, email, WhatsApp, phone calls or other communication channels. We may also collect basic website usage information such as IP address, browser type, device information, pages visited and cookies, where applicable.
• Special personal information: in limited circumstances, we may process special personal information where it is necessary for a lawful purpose, required by law, or needed to provide a specific service, such as estate, trust, employment, payroll or tax-related support.

3. How we collect personal information

We may collect personal information directly from you when you contact us through the website, send us an email, WhatsApp message or other communication, request a consultation or quotation, become a client, provide documents for tax, accounting, compliance or advisory work, or complete forms required for SARS, CIPC or other statutory processes.

We may also collect information from authorised third parties, public records, SARS, CIPC, accounting software, payroll platforms, financial institutions, professional advisers, employers, company representatives, trustees, executors, directors, members or other persons where this is necessary and lawful.

4. Why we process personal information

We process personal information for the following purposes:

• To respond to enquiries.
• To provide tax, accounting, bookkeeping, compliance and advisory services.
• To prepare and submit tax returns and statutory documents.
• To communicate with SARS, CIPC and other relevant authorities where required.
• To assist with tax structuring, compliance, estate planning, business advisory and related services.
• To maintain accurate client records and manage billing, administration and client communications.
• To comply with legal, accounting, tax and regulatory obligations.
• To improve our website, services and client experience.
• To prevent fraud, protect our rights and manage risk.
• To send relevant service updates or marketing communications where permitted by law.

5. Legal basis for processing

We only process personal information where we have a lawful basis to do so. This may include your consent, the need to perform a contract or take steps before entering into a contract, compliance with legal, tax, accounting or regulatory obligations, a legitimate business interest provided your rights are not unfairly affected, the need to protect the rights or interests of TaxMan Advisory, our clients or another party, or where processing is necessary for the establishment, exercise or defence of legal claims.

6. Sharing personal information

We do not sell personal information. We may share personal information only where necessary and lawful, including with:

• SARS, CIPC and other statutory or regulatory bodies.
• Accounting, payroll, tax, cloud storage and practice management platforms.
• Professional advisers, auditors, legal advisers or consultants where required.
• Banks, payment providers or financial institutions where necessary.
• IT, hosting, website, email, data storage and security service providers.
• Courier, administrative or document management service providers.
• Persons authorised by you, such as company representatives, directors, trustees, executors, employees or advisers.
• Any party where disclosure is required by law, court order, subpoena, regulation or legal process.

Where we use third-party service providers, we take reasonable steps to ensure that they process personal information securely, confidentially and only for authorised purposes.

7. International clients and cross-border transfers

TaxMan Advisory may serve clients nationally and internationally. We may also use cloud-based systems or technology service providers that store or process information outside South Africa. Where personal information is transferred outside South Africa, we will take reasonable steps to ensure that appropriate safeguards are in place and that the information remains protected in line with applicable data protection requirements.

8. How we protect personal information

We take reasonable and appropriate technical, organisational and administrative measures to protect personal information against loss, misuse, unauthorised access, disclosure, alteration or destruction. These safeguards may include secure electronic storage, password-protected systems, access controls, confidentiality obligations, data backup measures, secure communication practices where practical, limiting access to personal information to persons who need it for legitimate work purposes, and reviewing and improving our security practices where necessary.

No method of electronic transmission or storage is completely secure. However, we take reasonable steps to protect the personal information in our care.

9. Retention of personal information

We retain personal information only for as long as necessary for the purpose for which it was collected, unless a longer retention period is required or permitted by law. This may include retaining information for tax, accounting, audit, legal, regulatory, contractual, dispute resolution or record-keeping purposes.

When personal information is no longer required, we will take reasonable steps to delete, destroy, de-identify or securely archive it.

10. Direct marketing and service updates

We may send you relevant updates, service communications or marketing messages where you have consented to receive them, where you are an existing client, or where we are otherwise permitted by law to do so. You may unsubscribe from marketing communications at any time by using the unsubscribe option, replying to the communication, or contacting us directly. We may still send you important service-related or administrative communications where these are necessary for the services we provide.

11. Cookies and website tracking

Our website may use cookies or similar technologies to improve functionality, understand website usage and improve the user experience. Cookies are small files stored on your device. You can choose to disable cookies through your browser settings, but this may affect how the website functions.

If we use analytics, advertising or third-party tracking tools, these tools may collect information such as your IP address, browser type, pages visited and time spent on the website.

12. Your rights

Subject to applicable law, you may have the right to:

• Ask what personal information we hold about you.
• Request access to your personal information.
• Ask us to correct or update inaccurate information.
• Object to the processing of your personal information in certain circumstances.
• Withdraw consent where processing is based on consent.
• Ask us to delete or restrict the use of your personal information, where legally permitted.
• Request details of third parties who have had access to your personal information, where applicable.
• Lodge a complaint with the Information Regulator.

To exercise your rights, please contact us using the details in this policy. We may need to verify your identity before responding to a request. We may also refuse or limit a request where we are legally entitled or required to do so.

13. Accuracy of information

We rely on you to provide accurate, complete and up-to-date information. Please let us know if your personal, business, tax, banking or contact details change so that we can update our records and provide services properly.

14. Security breaches

If we become aware of a security compromise involving personal information, we will take reasonable steps to assess and contain the incident. Where required by law, we will notify affected parties and/or the Information Regulator.

15. Links to other websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices, security or content of third-party websites. We recommend that you read the privacy policies of any third-party websites you visit.

16. Children’s personal information

We do not knowingly collect personal information from children through our website. Where we process information relating to minors in the context of trusts, estates, tax, payroll, family or legal matters, we will do so only where there is a lawful basis and appropriate authority or consent where required.

17. Complaints

If you have a concern about how we process your personal information, please contact us first so that we can try to resolve the matter.

You also have the right to lodge a complaint with the Information Regulator South Africa.

18. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will be published on our website. The effective date at the top of the policy will show when it was last updated.

19. Contact us

For any privacy-related questions, requests or complaints, please contact:

---

This policy is intended as a practical website privacy notice and should be reviewed periodically to ensure that it remains aligned with TaxMan Advisory’s actual systems, processes and legal obligations.