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JR Terrier Accounts Limited (trading as: JRT Accounting)
Data Protection Policy

1. Introduction

JR Terrier Accounts Limited (trading as: JRT Accounting) is committed to protecting the privacy and security of your personal data. This policy outlines how we collect, use, store, and protect personal data in line with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.

2. Scope

This policy applies to:

  • All services provided by JRT Accounting, including Management Accounts, Tax Returns, Company Formations, Payroll, Bookkeeping, VAT returns, and other standard accounting services.

  • The sole employee and data controller: Nathan Dawson.

  • All personal data processed by JR Terrier Accounts Limited.

3. Contact Details

Company Name: JR Terrier Accounts Limited
Trading As: JRT Accounting
Registered Address: Suite 1, 26a St James Street Business Centre, Bacup, OL13 9NJ
Email: info@jrtaccounting.co.uk
Company Number: 15876493
Data Protection Officer (DPO): Nathan Dawson

4. Data We Collect

We collect and process the following types of data:

  • Client identification details (name, address, date of birth, NI number, UTR, company registration number)

  • Financial records (bank statements, invoices, receipts)

  • Employment details (payslips, contracts)

  • Tax-related documents (P60, P45, tax returns)

  • Contact details (phone numbers, email addresses)

  • Website interaction data, if applicable

5. Legal Basis for Processing

We process personal data based on:

  • Contractual necessity (to perform services agreed upon)

  • Legal obligation (compliance with HMRC and Companies House requirements)

  • Legitimate interests (to manage our business effectively)

  • Consent (when required, e.g., marketing communications)

6. Data Use

Personal data is used for:

  • Delivering accounting and financial services

  • Fulfilling statutory obligations (e.g. tax filings)

  • Communicating with clients

  • Maintaining internal records and compliance files

  • Managing client relationships

7. Data Sharing

Data may be shared with:

  • HMRC, Companies House, and other government bodies as required by law

  • Software providers (e.g. cloud accounting platforms) under strict data processing agreements

  • Third-party service providers (e.g., IT support), only as necessary and under contractual confidentiality obligations

We do not sell or share data for marketing purposes.

8. Data Retention

We retain personal data for as long as necessary to:

  • Fulfil contractual obligations

  • Comply with legal and regulatory requirements (usually a minimum of 6 years)

Data no longer required will be securely deleted or destroyed.

9. Data Security

We use appropriate technical and organisational measures to protect personal data, including:

  • Password-protected devices and software

  • Encrypted data storage (where applicable)

  • Regular backups and secure cloud storage

  • Access controls (data accessible only to Nathan Dawson)

10. Your Rights

Under the UK GDPR, individuals have the right to:

  • Access their personal data

  • Rectify inaccurate or incomplete data

  • Erase their data (“right to be forgotten”) under certain conditions

  • Restrict or object to processing

  • Data portability

  • Withdraw consent (where processing is based on consent)

To exercise these rights, contact: info@jrtaccounting.co.uk

11. Data Breaches

Any data breach will be promptly assessed. Where required, JR Terrier Accounts Limited will notify the Information Commissioner's Office (ICO) within 72 hours and affected individuals where necessary.

12. Complaints

If you believe your data has been misused or mishandled, please contact Nathan Dawson at info@jrtaccounting.co.uk. You also have the right to lodge a complaint with the ICO:
www.ico.org.uk

13. Policy Review

This policy is reviewed annually or when necessary to comply with changes in legislation or business practices.
Last reviewed: 1 May 2025

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