For environmental reasons, we’d like to reduce the amount of paper items we receive. While we have a number of agreements in place with several tax offices to accept scanned documents rather than hard copies, there are always occasions when we have to receive hard copies of documents. For this reason, we have a document management policy in place, which is covered by the scope of our ISO 9001:2015 certificate.
As part of this policy, we have developed a system that enables us to protect all our customers’ documents and data in line with best practice standards. As part of this new document management system:
- All incoming documents for all tax returns will be scanned and uploaded to your file using this system
- All our processes will be streamlined in order to be very client-friendly while maintaining maximum security
- We will request posted documents only in cases where it is a legal requirement
What happens to the original documents?
- Original payment documents such as P60/P45 and original notices or letters from tax offices will be returned to clients only upon request. In the event that we do not receive such a request, we will shred originals and keep a secure scanned image on file instead.
- We only request original copies of Authorisation Forms and tax office forms when we have a legal obligation to submit an original paper application to the relevant tax office. In such cases, we keep a scanned copy on file and send the originals to the relevant tax office.
Data Protection Policy
- We will keep a scanned copy of your tax return and supporting documents as per the legal requirements of the Revenue Commissioners.
- All personal data is treated as private and confidential in line with our data protection policy
- Each file will contain a destruction date signature and will be destroyed according to the legal stipulations of the Revenue Commissioners.