Privacy Policy

Last Updated: 2025/11/15

1. Introduction

“Verity Consulting (PTY) LTD” trading as “Tax Shop Potchefstroom” (“the Company”, “we”, “our”, “us”) is committed to protecting your personal information in accordance with the Protection of Personal Information Act, 2013 (POPIA).

This Privacy Policy explains:

  • What personal information we collect

  • How we use it

  • How we protect it

  • Your rights under POPIA

By using our website or services, you consent to the processing of your personal information as described here.

2. What Information We Collect

We collect personal information necessary for providing our financial and advisory services. This includes:

2.1 Personal Identification Information

  • Full Name

  • ID Number / Passport Number

  • Contact Details (email, phone, address)

2.2 Business Information

  • Company name

  • Registration number

  • Tax number

  • Financial records

  • Payroll data

  • Banking details (if needed for processing)

2.3 Technical Information

  • IP address

  • Browser information

  • Cookies and analytics data

  • Usage statistics

2.4 Documents

  • Financial statements

  • Tax returns

  • Payroll documents

  • Compliance documents

  • CIPC records

3. How We Use Personal Information

We use your information to:

  • Provide financial accounting services

  • Prepare financial statements and reports

  • Conduct tax planning and compliance submissions

  • Manage bookkeeping and payroll services

  • Perform business advisory services

  • Register and maintain business entities

  • Provide forecasting, budgeting, and BI insights

  • Communicate with you regarding services, updates, or inquiries

  • Comply with South African law and regulatory requirements

We do not sell or rent your information to third parties.

4. Legal Basis for Processing

Under POPIA, we process personal information based on:

  • Your consent

  • Performance of a contract or service agreement

  • Legal obligation

  • Legitimate business interests (e.g., providing services)

5. Sharing of Information

We may share personal information with:

  • Regulatory bodies (SARS, CIPC, UIF, COIDA)

  • Financial institutions (only when authorised)

  • Third-party service providers (e.g., cloud storage, accounting software)

  • Legal or compliance authorities when required by law

All third-party providers are required to comply with POPIA.

6. Data Security

We implement technical and organisational measures to protect your information, including:

  • Encrypted storage systems

  • Secure cloud environments

  • Password-protected systems

  • Access control

  • Regular security audits

7. Data Retention

We retain information for as long as necessary to:

  • Provide services

  • Meet legal obligations (e.g., SARS retention requirements of 5 years)

  • Resolve disputes

After the retention period, data is securely deleted.

8. Your POPIA Rights

You have the right to:

  • Access your personal information

  • Correct or update your information

  • Request deletion (within legal limits)

  • Withdraw consent

  • Object to processing

  • Lodge a complaint with the Information Regulator of South Africa

Information Regulator SA:
www.justice.gov.za/inforeg

9. Cookies and Tracking

Our website uses cookies and analytics tools to improve user experience.

You may disable cookies in your browser settings.

10. Third-Party Links

We are not responsible for the privacy practices of external websites.

11. Children’s Information

We do not knowingly process information of minors without parental or legal guardian consent.

12. Updates to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date.

13. Contact Us

If you have questions about this Privacy Policy or wish to exercise your POPIA rights, contact:

Email:rene.loest@taxshop.co.za
Phone: +27 78 246 5530
Address: 11 Frederick Street, Baillie Park,Potchefstroom, North West, 2531,South Africa