Smart MTD Solutions
Effective Date: 21/04/2026
Smart MTD Solutions (“we”, “us”, or “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal data when you use our services or visit our website.
—
1. Who We Are
Smart MTD Solutions provides Making Tax Digital (MTD) support services for UK self-employed individuals and small businesses, including registration, bookkeeping setup, and quarterly submissions to HMRC.
—
2. What Information We Collect
We may collect and process the following data:
Personal Information
– Full name
– Email address
– Phone number (including WhatsApp contact)
– Business name (if applicable)
Financial and Business Information
– Income and expense details
– Bank transaction data (via accounting software such as QuickBooks)
– HMRC-related information required for MTD submissions
Technical Information
– Website usage data (e.g. IP address, browser type)
– Cookies (if applicable)
—
3. How We Use Your Information
We use your data to:
– Register you for Making Tax Digital with HMRC
– Set up and manage your bookkeeping system
– Prepare and submit your quarterly MTD updates
– Communicate with you about your account and services
– Provide ongoing support via email or WhatsApp
– Improve our services and website
—
4. Legal Basis for Processing
We process your data under the following legal bases:
– Contractual obligation – to provide the services you have requested
– Legal obligation – to comply with HMRC requirements
– Legitimate interests – to operate and improve our business
—
5. Sharing Your Information
We only share your data where necessary, including:
– HMRC – for MTD registration and submissions
– Software providers (e.g. QuickBooks) – for bookkeeping and reporting
– Professional advisors (if required)
We do not sell or share your data for marketing purposes.
—
6. Data Security
We take appropriate measures to protect your personal data, including:
– Secure software systems
– Password-protected access
– Limiting access to authorised individuals only
—
7. Data Retention
We retain your data only as long as necessary to:
– Provide our services
– Meet legal and tax obligations
Typically, financial records are kept for at least 6 years in line with HMRC requirements.
—
8. Your Rights
Under UK GDPR, you have the right to:
– Access your personal data
– Request correction of inaccurate data
– Request deletion of your data (where applicable)
– Object to or restrict processing
– Request data portability
To exercise any of these rights, please contact us using the details below.
—
9. Cookies
If our website uses cookies, these are used to improve your browsing experience. You can control cookie settings through your browser.
—
10. Contact Us
If you have any questions about this Privacy Policy or how your data is handled, please contact:
Smart MTD Solutions
Email: smartmtd8@gmail.com
Phone: 07782 278 635
Website: smartmtd.co.uk
—
11. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
—
Last updated: 21/04/2026