{"id":17045,"date":"2018-05-09T11:47:27","date_gmt":"2018-05-09T09:47:27","guid":{"rendered":"https:\/\/tax-austria.at\/?page_id=17045"},"modified":"2023-08-25T11:35:27","modified_gmt":"2023-08-25T09:35:27","slug":"data-protection-statement-for-clients","status":"publish","type":"page","link":"https:\/\/tax-austria.at\/en\/data-protection-statement-for-clients\/","title":{"rendered":"Data Protection Statement for Clients"},"content":{"rendered":"<p>This statement describes how<\/p>\n<p><strong>Mag. Renate Otti<\/strong><br \/>\nSteuerberater<br \/>\nJosefsgasse 7<br \/>\n1080 Wien<br \/>\nWT-Code: 212436<br \/>\n\u00d6sterreich<br \/>\nTel: +43 1 22 88 700<br \/>\nEmail: office@tax-austria.at<br \/>\n(\u201ewe\u201c) processes your personal data. The statement addresses our existing and<br \/>\nformer clients, interested parties and potential future clients as well as their<br \/>\nrespective shareholders, board members and other members of staff.<\/p>\n<h2>1. Purposes of data processing<\/h2>\n<p>We will process your personal data for the following purposes:<\/p>\n<ul>\n<li>To establish, manage and execute the business relationship<\/li>\n<li>To strengthen the existing relationship with the client or to build a new<br \/>\nrelationship with a client or to approach interested parties, including<br \/>\ninformation on recent legal developments and the services we offer<br \/>\n(marketing)<\/li>\n<li>If we have already been engaged: for the purposes of our offices\u2019<br \/>\ninternal organization and loss management<\/li>\n<\/ul>\n<p>And insofar as accordingly engaged by the client:<\/p>\n<ul>\n<li>To perform payroll accounting for clients (including monthly payroll<br \/>\naccounting, monthly and yearly notifications to authorities, etc.)<\/li>\n<li>To perform financial bookkeeping for clients<\/li>\n<li>To perform consulting and representative activities in the field of tax law<br \/>\nand business matters<\/li>\n<li>To advise and represent regarding matters related to social insurance<br \/>\ncontributions, policies and services<\/li>\n<li>To represent before administrative tribunals and administrative<br \/>\nauthorities as well as before legally recognized churches and religious<br \/>\ncommunities regarding matters related to contributions, and before all other<br \/>\nofficial institutions, and<\/li>\n<li>To provide other consulting services as well as to assume fiduciary<br \/>\nactivities and to manage assets within the scope of entitlement under Section<br \/>\n2 Austrian Public Accounting Professions Act 2017 (WTBG 2017)<\/li>\n<li>As well as to perform any engagement pursuant to Section 2 WTBG<br \/>\n2017<\/li>\n<li>To independently perform those public accounting assignments that<br \/>\nrequire assurance services by an independent auditor, particularly \u2013 whether<br \/>\nstatutory or based on any public or private engagement \u2013 the audit of the<br \/>\nbookkeeping, the financial statements, the cost accounting, the calculation<br \/>\nand the commercial conduct of companies, either including or not including<br \/>\nthe issuance of a formal auditor\u2019s report, as well as<\/li>\n<li>To independently perform other assurance engagements and agreedupon<br \/>\nprocedures<\/li>\n<li>For the purposes of financial bookkeeping (administrative accounting),<br \/>\nincluding payroll accounting, as well as cost accounting (calculation), including<br \/>\nconsulting services in these fields<\/li>\n<li>To advise and support in financial reporting and financial statement<br \/>\naccounting and in closing the books,<\/li>\n<li>To perform any consulting services and activities in connection with<br \/>\ncorporate accounting<\/li>\n<li>To advise on the implementation and organization of an internal control<br \/>\nsystem<\/li>\n<li>To advise on restructuring, in particular to prepare restructuring<br \/>\nopinions, to organize recovery plans, to examine recovery plans and to<br \/>\nprovide support by monitoring the implementation of recovery plans<\/li>\n<li>To advise and represent in foreign currency matters (excluding<br \/>\nrepresentation before ordinary courts of law),<\/li>\n<li>To prepare expert opinions in the field of bookkeeping and financial<br \/>\nstatement accounting and in such fields where accounting or business<br \/>\nknowledge is required to provide expert assessments<\/li>\n<li>To perform those public accounting assignments that are referred to in<br \/>\nother laws under the express provision that they are only valid when<br \/>\nperformed by public accountants<\/li>\n<li>To assume fiduciary activities and to manage assets, excluding the<br \/>\nmanagement of buildings<\/li>\n<li>To advise on methodological issues, and<\/li>\n<li>To act as a mediator<\/li>\n<li>As well as to perform any engagement pursuant to Section 3 WTBG<br \/>\n2017.<\/li>\n<\/ul>\n<p>Insofar as we collect your personal data directly from you, you generally provide your<br \/>\ndata on a voluntary basis. However, we are unable to perform, or unable to fully<br \/>\nperform, our engagement if you do not provide us with your personal data.<\/p>\n<h2>2. Legal basis of processing<\/h2>\n<p>If you are an interested party or a potential future client, we will only process your<br \/>\ncontact details for direct marketing purposes by sending you electronic mail or<br \/>\ncontacting you via telephone if you have given your consent pursuant to Article 6 (1)<br \/>\nlit. a General Data Protection Regulation (GDPR).<\/p>\n<p>If you are our client, we process your personal data because it is necessary for the<br \/>\nperformance of the contract concluded with you (Article 6 (1) lit. b GDPR).<\/p>\n<p>Apart from that, we process your personal data based on our overriding legitimate<br \/>\ninterests to achieve the purposes stated under Item 1 (Article 6 (1) lit. f GDPR) and<br \/>\non the legal basis of WTBG 2017 (Article 9 (2) lit. g GDPR).<\/p>\n<h2>3. Transfer of your personal data<\/h2>\n<p>Insofar as essential for the purposes stated under Item 1, we will transfer your<br \/>\npersonal data to the following recipients:<\/p>\n<ul>\n<li>IT service providers used by us as well as other service providers in<br \/>\nconnection with marketing activities<\/li>\n<li>Administrative authorities, courts of law and public bodies<\/li>\n<li>Public accountants for the purposes of auditing<\/li>\n<li>Insurance companies upon conclusion of an insurance contract regarding the<br \/>\nservice or upon occurrence of the insured event (e.g. third party liability<br \/>\ninsurance)<\/li>\n<li>Clients insofar the data concerned pertains to the shareholders, board<br \/>\nmembers and other members of staff of the respective client<\/li>\n<li>Cooperation partners and legal representatives acting for us<\/li>\n<li>Other recipients determined by the client (e.g. group companies of the client)<\/li>\n<li>Additionally in the case of personal data pertaining to our clients\u2019 staff<br \/>\nmembers in the field of payroll:<\/p>\n<ul>\n<li>The staff member\u2019s creditors as well as other persons involved in the<br \/>\ncorresponding prosecution, if any \u2013 also in case of voluntary<br \/>\nassignments of remuneration for debts due<\/li>\n<li>Board members of the corporate and legal representation of interests<\/li>\n<li>Insurance companies in the context of an existing group or individual<br \/>\npolicy as well as staff provision funds<\/li>\n<li>Banks responsible for payments to staff members or to third parties<\/li>\n<li>Company physicians and pension funds<\/li>\n<li>Co-insured parties, and<\/li>\n<\/ul>\n<\/li>\n<li>Additionally in the field of financial and administrative accounting for the client:\n<ul>\n<li>Collection agencies to recover debts<\/li>\n<li>Banks on behalf of the client<\/li>\n<li>Factoring companies, assignees and leasing companies.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>Some of the recipients stated above may be located outside of Austria or may<br \/>\nprocess their personal data outside of Austria. The level of data protection in other<br \/>\ncountries may not be the same as in Austria. We thus take measures to ensure that<br \/>\nall recipients offer an appropriate level of data protection. For example, we conclude<br \/>\nstandard contractual clauses (2010\/87\/EC and\/or 2004\/915\/EC) to this end. They are<br \/>\navailable upon request (see Item 6).<\/p>\n<h2>4. Duration of storage<\/h2>\n<p>We generally store your personal data until the business relationship \u2013 in the course<br \/>\nof which we have collected your data \u2013 is terminated or until the applicable legal<br \/>\nlimitation and retention periods have expired; beyond that until any legal disputes for<br \/>\nwhich the data are required as evidence have been brought to an end. Insofar as you<br \/>\nare a client, former client, interested party or potential future client, or a contact at<br \/>\none of these parties, we store your personal data for marketing purposes until you<br \/>\nobject or \u2013 if the marketing measure is taken based on your consent \u2013 until you have<br \/>\nwithdrawn your consent.<\/p>\n<h2>5. Your rights in connection with personal data<\/h2>\n<p>Among others, you are entitled<\/p>\n<ol style=\"list-style-type: lower-roman !important;\">\n<li>to verify if and which of your personal data we process, and receive a copy of these data,<\/li>\n<li>to request that your personal data are rectified, amended or erased insofar as they are processed inaccurately or not in conformity with the law,<\/li>\n<li>to request us to restrict the processing of your personal data,<\/li>\n<li>under certain circumstances to object to the processing of your personal<br \/>\ndata or to withdraw the consent to the processing previously given, whereby a<br \/>\nwithdrawal does not affect the lawfulness of the processing performed before the<br \/>\nwithdrawal,<\/li>\n<li>to request data portability insofar as you are our client,<\/li>\n<li>to know the identity of third parties to whom your personal data are transferred, and<\/li>\n<li>to lodge a complaint with the data protection authority.<\/li>\n<\/ol>\n<h2>6. Our contact details<\/h2>\n<p>Should you have any questions with regard to this statement, or should you wish you<br \/>\nto make a request, please do not hesitate to contact us under:<br \/>\nMag. Renate Otti, Josefsgasse 7, 1080 Wien, Tel: +43 1 22 88 700,<br \/>\nEmail: otti@tax-austria.at<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This statement describes how Mag. Renate Otti Steuerberater Josefsgasse 7 1080 Wien WT-Code: 212436 \u00d6sterreich Tel: +43 1 22 88 700 Email: office@tax-austria.at (\u201ewe\u201c) processes your personal data. The statement addresses our existing and former clients, interested parties and potential future clients as well as their respective shareholders, board members and other members of staff.&hellip;&nbsp;<\/p>\n","protected":false},"author":7,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"neve_meta_sidebar":"full-width","neve_meta_container":"","neve_meta_enable_content_width":"off","neve_meta_content_width":100,"neve_meta_title_alignment":"","neve_meta_author_avatar":"","neve_post_elements_order":"","neve_meta_disable_header":"","neve_meta_disable_footer":"","neve_meta_disable_title":"","neve_meta_reading_time":"","_themeisle_gutenberg_block_has_review":false,"_ti_tpc_template_sync":false,"_ti_tpc_template_id":"","footnotes":""},"class_list":["post-17045","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/pages\/17045","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/comments?post=17045"}],"version-history":[{"count":1,"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/pages\/17045\/revisions"}],"predecessor-version":[{"id":17046,"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/pages\/17045\/revisions\/17046"}],"wp:attachment":[{"href":"https:\/\/tax-austria.at\/en\/wp-json\/wp\/v2\/media?parent=17045"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}