Effective date: 3 September 2026
This Privacy Policy explains how TaxClear.in, operated by M/s. SHUBHAM PANKAJ & CO (“TaxClear”, “we”, “us” or “our”), collects, uses, shares, protects and retains personal data when you visit this website, use a calculator, contact us or engage us for tax, accounting, GST, legal-support or compliance services.
Important: Please do not send passwords, one-time passwords (OTPs) or unrelated personal documents through ordinary email or public forms.
1. Scope of This Policy
This Policy applies to information collected through TaxClear.in, its contact and consultation forms, service enquiries, free tools and calculators, email, telephone, WhatsApp or other authorised service channels. A separate engagement letter, proposal or consent notice may provide additional terms for a particular professional service.
2. Personal Data We May Collect
| Category | Examples |
|---|---|
| Identity and contact details | Name, email address, telephone number, postal address and communication preferences. |
| Tax and business information | PAN, GSTIN, assessment details, business or employment information and information contained in tax or compliance records. |
| Financial and supporting records | Form 16, AIS, TIS, Form 26AS, invoices, bank statements, capital-gain records and other documents you choose to provide for a service. |
| Transaction information | Service selected, invoice and payment status. Payment-card or banking credentials entered on a payment gateway are handled by that provider and are not intended to be stored by TaxClear. |
| Technical and usage data | IP address, browser and device information, pages visited, referral information, security logs and cookie or analytics identifiers. |
| Communications | Messages, enquiries, feedback, document requests and records of service-related correspondence. |
3. How We Collect Information
- Directly from you when you complete a form, contact us, make a payment or provide documents.
- From your authorised representative, employer, client or other person acting with appropriate authority.
- From government portals, reporting systems or other sources when you authorise us and access is lawful.
- Automatically through the website, server logs, cookies, analytics and security technologies.
4. Why We Process Personal Data
- To respond to enquiries, schedule consultations and communicate about requested services.
- To assess service requirements, prepare tax or compliance workings, file returns and provide professional assistance.
- To verify information, reconcile documents and maintain records connected with an engagement.
- To process payments, issue invoices and maintain accounting records.
- To operate, secure, troubleshoot and improve the website and its calculators.
- To prevent fraud, misuse, unauthorised access and other security incidents.
- To comply with legal, regulatory, professional, contractual and record-keeping obligations.
- To send service updates and, where permitted, relevant informational communications. You may opt out of non-essential promotional messages.
5. Consent and Other Lawful Processing
Where consent is required, we seek consent through an appropriate notice, form, communication or service instruction. You may withdraw consent for future processing by contacting us, subject to processing that remains necessary for legal compliance, an existing engagement, establishment or defence of legal claims, or another lawful purpose.
Submitting an enquiry does not require you to provide complete tax records. Detailed documents should be shared only after the scope and secure submission method have been confirmed.
6. Cookies, Analytics and Website Technologies
TaxClear.in may use essential cookies and similar technologies required for website operation, security, form handling and user preferences. The website also uses Google Site Kit/Google tag technologies for measurement and may collect aggregated or device-level usage information in accordance with Google’s applicable terms and privacy controls.
You can restrict non-essential cookies through your browser settings. Blocking certain cookies may affect website functionality. We will update this Policy if the categories or purposes of cookies materially change.
7. Payments
Online payment functionality may be provided through Cashfree Payments or another payment service identified at checkout. Payment providers process payment credentials under their own terms and privacy notices. TaxClear may receive transaction references, payment status and limited payer details needed for reconciliation, support and legal record-keeping.
8. When We May Share Information
We may disclose personal data only when reasonably necessary for the purposes described in this Policy, including to:
- Hosting, email, analytics, security, payment, document-management and other service providers acting for or with us.
- Tax, GST, MCA or other government portals and authorities where filing, verification, response or disclosure is authorised or legally required.
- Professional advisers, consultants or subcontractors who need the information for the agreed service and are subject to appropriate obligations.
- Courts, regulators, law-enforcement bodies or other persons when disclosure is required by law or necessary to protect lawful rights.
- A successor or reorganised entity in connection with a lawful business transfer, subject to applicable safeguards.
We do not disclose more information than is reasonably required for the relevant purpose.
9. Data Retention
We retain personal data only for as long as reasonably necessary for the service, legal or professional record-keeping, dispute resolution, security, audit and compliance purposes. Retention periods may differ by document and engagement. When information is no longer required, we take reasonable steps to delete, anonymise or securely restrict it, subject to backup cycles and legal obligations.
10. Data Security
We use reasonable administrative, technical and organisational measures appropriate to the nature of the information. No internet transmission or storage method is completely secure. You should use trusted devices and networks, verify the recipient before sending documents and avoid sharing passwords or OTPs.
If you believe information sent to TaxClear has been accessed or disclosed improperly, contact us promptly at casgpj@gmail.com.
11. Your Choices and Rights
Subject to applicable law and any valid exemptions, you may request information about processing, correction or updating of inaccurate data, erasure of data no longer required, withdrawal of consent, or grievance redressal. We may need to verify your identity and authority before acting on a request.
Where applicable under the Digital Personal Data Protection Act, 2023 and provisions brought into force under the Digital Personal Data Protection Rules, 2025, eligible individuals may also exercise the rights available to a Data Principal. Nothing in this Policy limits a statutory right that cannot lawfully be limited.
12. Children’s Data
This website and our general services are not directed to children. A parent or lawful guardian should contact us before providing a child’s personal data. We do not knowingly seek children’s data through ordinary website enquiries.
13. External Links
The website may link to government portals and third-party websites. Their privacy practices are governed by their own notices. TaxClear is not responsible for the content or privacy practices of an external website merely because it is linked from TaxClear.in.
14. Changes to This Policy
We may update this Policy to reflect changes in services, technology or law. The revised effective date will appear at the top of this page. Material changes may also be communicated through an appropriate website or service notice.
15. Privacy and Grievance Contact
For a privacy request, correction, consent withdrawal or grievance, contact:
- Entity: M/s. SHUBHAM PANKAJ & CO (operator of TaxClear.in)
- Email: casgpj@gmail.com
- Contact page: https://taxclear.in/contact/
Please describe the request and identify the relevant service or communication. Do not include passwords, OTPs or unnecessary identity documents in the initial email.
Use of TaxClear.in is also governed by our Terms & Conditions.
