This document outlines the Privacy Policy for TaxSmartware, a tax preparation and e-filing software. It covers the collection, use, disclosure, and security of user data.
1. **Personal Identifiers**: Includes name, SSN, EIN, date of birth, address, phone number, and email.
2. **Tax Data**: Covers W-2s, 1099s, financial statements, deductions, credits, and IRS/state filing data.
3. **Payment Information**: Encompasses credit/debit card or bank account details for software payments.
4. **Technical Data**: Consists of IP address, device type, login activity, and error reports. 5. **Use of Information**: Used for preparing/filing tax returns, user communication, fraud prevention, IRS compliance, and software improvement.
6. **Sharing of Information**: Shared with IRS/state agencies, service providers, and legal authorities when required.
7. **Data Security**: Includes encryption, secure servers, access controls, and adherence to IRS e-file security standards. 8. **Data Retention**: Tax information is retained for 3-7 years or as required by law and IRS/state regulations.
9. **User Rights**: Rights to access, correct, delete data, request copies, and manage communication preferences.
10. **Children's Privacy**: Services are not for children under 13.