Privacy policy for Clients

This statement describes how

IG-TAX Steuerberatung GmbH,

Untere Viaduktgasse 2 / 5, 1030 Vienna

processes your personal data. The declaration is addressed to our existing and former clients, interested parties and potential future clients, as well as their respective shareholders, bodies and other employees.

1. Purposes of data processing

We will process your personal data for the following purposes:

for the establishment, administration and processing of the business relationship;
to strengthen the existing client relationship or to establish a new client relationship or to approach interested parties, including information about current legal developments and our range of services (marketing);
in the case of an already existing assignment, for the internal organization and claims management of the law firm and as far as instructed by the client in each case:
to carry out payroll accounting for clients (including monthly payroll, monthly and annual reports to authorities, etc.);
to perform financial and business accounting for clients;
to perform consulting and representation activities in the field of tax law and economic matters;
to provide advice and representation in social insurance contribution, insurance and benefit matters,
for representation before administrative courts and administrative authorities and before legally recognized churches and religious communities in matters of contributions and before all other institutions operating before public authorities; and
to provide other advice as well as to assume fiduciary duties and to manage assets within the scope of authorization pursuant to Section 2 WTBG 2017,
as well as for any commissioned task according to § 2 WTBG 2017
for the independent performance of other audits and agreed investigative actions;
for pagatory accounting (business accounting) including payroll accounting as well as for calculatory accounting (costing), including consulting in these fields,
to provide consulting and assistance in the field of accounting and balance sheet management and to close entrepreneurial books
for the provision of all consulting services and activities related to business accounting
for consultancy concerning the establishment and organization of an internal control system
for reorganization consulting, in particular for the preparation of reorganization reports, for the organization of reorganization plans, for the review of reorganization plans and for the accompanying control during the implementation of reorganization plans,
to provide advice and representation in foreign exchange matters (without representation before ordinary courts),
to provide expert opinions in the fields of accounting and balance sheet management and in those fields for the professional assessment of which knowledge of accounting or business administration is required,
to carry out those economic fiduciary tasks to which other laws refer with the express provision that they can only be validly carried out by accountants or auditors,
to undertake fiduciary tasks and to manage property, with the exception of the management of buildings,
to provide advice on work-related matters, and
to act as a mediator
as well as for any commissioned task pursuant to Section 3 WTBG 2017.

Insofar as we collect your personal data from you ourselves, the provision of your data is generally voluntary. However, we will not be able to fulfil our mandate, or not completely, if you do not provide your personal data.

2. Legal bases of the processing

If you are an interested party or potential future client, we will only process your contact data for the purpose of direct marketing by sending you electronic mail or contacting you by telephone with your consent pursuant to Art. 6 (1) (a) of the General Data Protection Regulation ("DSGVO").

If you are our client, we process your personal data because this is necessary to fulfil the contract concluded with you (Art. 6 para. 1 lit. b DSGVO).

Otherwise, we process your personal data on the basis of our overriding legitimate interest in achieving the purposes set out in point 1 (Art. 6 (1) lit. f DSGVO) and on the legal basis of the WTBG 2017 (Art. 9 (2) lit. g DSGVO).

3. Transmission of your personal data

Insofar as this is absolutely necessary for the purposes mentioned under point 1, we will transfer your personal data to the following recipients:

IT service providers used by us as well as other service providers in connection with marketing activities,
administrative authorities, courts and public bodies,
auditors for the purpose of auditing,
insurance companies on the occasion of the conclusion of an insurance contract concerning the service or the occurrence of an insured event (e.g. liability insurance),
clients, as far as it concerns data of the shareholders, organs and other employees of the respective client,
cooperation partners and legal representatives working for us,
other recipients specified by the client (e.g. group companies of the client),
additionally, in the case of personal data of our clients' employees in the area of payroll accounting:
- creditors of the employee as well as other parties involved in any related legal proceedings, also in the case of voluntary salary assignments for due claims,
- organs of company and statutory representation of interests,
- insurance institutions within the framework of an existing group or individual insurance as well as employee provision funds (MVK),
- banks involved in the payment to the employee or to third parties,
- company doctors and pension funds,
- co-insured persons and
additionally, in the field of financial and business accounting for clients::
- collection agencies for debt recovery,
- banks on behalf of the client,
- factoring companies, assignees and leasing companies.

Some of the recipients mentioned above may be located outside of Austria or may process your personal data outside of Austria. The level of data protection in other countries may not correspond to that in Austria. We therefore take measures to ensure that all recipients provide an adequate level of data protection. To this end, we conclude, for example, standard contractual clauses (2010/87/EC and/or 2004/915/EC). These are available upon request (see point 6).

4. Storage period

We generally store your personal data until the termination of the business relationship in the context of which we collected your data or until the expiry of the applicable statutory limitation and retention periods; furthermore, until the termination of any legal disputes in which the data is required as evidence. Insofar as you are a client, former client, prospective client or potential future client or a contact person at one of the aforementioned, we will store your personal data for the purposes of marketing until you object or revoke your consent, insofar as the marketing activity is based on your consent.

5. Your rights in connection with personal data

You are entitled, among other things, (i) to verify whether and which personal data we process about you and to obtain copies of such data, (ii) to request the rectification, amendment, or erasure of your personal data to the extent it is incorrect or not processed in accordance with the law, (iii) to request us to restrict the processing of your personal data, (iv) in certain circumstances, object to the processing of your personal data or revoke consent previously given for the processing, provided that any revocation shall not affect the lawfulness of the processing carried out prior to the revocation, (v) request data portability to the extent you are our client, (vi) know the identity of third parties to whom your personal data is transferred, and (vii) lodge a complaint with the data protection authority.

6. Our contact details

If you have any questions about this statement or would like to make any requests, please contact us:

IG-TAX Steuerberatung GmbH

Untere Viaduktgasse 2 / 5, 1030 Vienna

office@ig-tax.at