Privacy Policy
Last Updated: November 22, 2025
At 12345678 Ontario Inc. (hereinafter referred to as "the Company", "we", "us", or "our"), we recognize the importance of privacy and the sensitivity of personal and financial information. This Privacy Policy outlines how we manage your personal information and safeguard your privacy in compliance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable Ontario provincial legislation.
1. Collection of Personal Information
As a tax preparation and accounting service provider, we collect personal information necessary to provide our services to you and to comply with the Canada Revenue Agency (CRA) requirements. This includes, but is not limited to:
- Identity Information: Name, date of birth, address, phone number, and email address.
- Tax Identification: Social Insurance Numbers (SIN), Business Numbers (BN), and Trust Account Numbers.
- Financial Data: Income statements (T4, T5), expense records, investment details, and banking information for direct deposit setup.
- Family Information: Details regarding spouses and dependents required for tax credits and benefits.
2. Use of Information
We use your personal information strictly for the following purposes:
- Preparing and filing Personal (T1) and Corporate (T2) income tax returns.
- Communicating with the Canada Revenue Agency (CRA) on your behalf (with your authorized consent via Form T1013 or RC59).
- Providing bookkeeping, payroll, and HST filing services.
- Invoicing and processing payments for our services.
Note on SIN Numbers: We collect Social Insurance Numbers solely for income tax reporting purposes as required by Canadian law. We do not use your SIN as a general identifier.
3. Disclosure of Information
We do not sell, trade, or otherwise transfer your personal information to outside parties. We only disclose your information in the following circumstances:
- To the CRA: For the purpose of filing your tax returns and complying with tax laws.
- To Service Providers: Trusted third parties who assist us in operating our business (e.g., secure cloud storage, tax software providers), provided they agree to keep this information confidential.
- Legal Requirements: When required by law, court order, or professional regulatory bodies (such as CPA Ontario).
4. Data Security
We implement a variety of security measures to maintain the safety of your personal information:
- Digital Security: Use of encryption, firewalls, and secure tax preparation software.
- Physical Security: Locked filing cabinets and restricted access to our office premises.
- Retention: We retain your tax records only for as long as necessary to fulfill the purposes for which it was collected or as required by law (typically 6 years plus the current year, per CRA guidelines).
5. Client Consent
By providing us with your personal information and engaging our services for tax preparation, you consent to the collection and use of your information as set out in this policy.
6. Contact Us
If you have any questions regarding this Privacy Policy or wish to access or correct your personal information, please contact our Privacy Officer at:
Ontario Inc.
Address: 42 DelphiniUm Ave, Richmond Hill , ON , L4N 4N6