TaxSlayer's Privacy Notice for California and Other States

Last updated on December 18, 2024

YOUR STATE PRIVACY RIGHTS 

We are committed to complying with all applicable state privacy laws. This Privacy Notice for California and Other States (“State Privacy Notice”) is provided by TaxSlayer LLC (“TaxSlayer”, “we”, and “us”) solely for website visitors and users of our products and services who reside in states with applicable privacy laws (“you”).

As a provider of tax preparation software, we may be considered an exempt financial institution (or some of the data that we collect may be exempt) under certain U.S. state privacy laws. In addition, we may not necessarily meet all threshold requirements under state privacy laws. We will update this section as needed.

The information contained in this State Privacy Notice supplements the information provided in our Privacy Policy and is posted to comply with the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”), and other California privacy laws. References to California laws are not intended to limit or preclude applicability of other state privacy laws. In the event of a conflict between this State Privacy Notice and our Privacy Policy, this State Privacy Notice shall govern.

SCOPE OF THIS PRIVACY NOTICE 

This State Privacy Notice applies to information about you collected through the IRS Free File Program delivered by TaxSlayer’s website ( freefile.taxslayer.com ) and the services provided thereon (collectively “Platform”). TaxSlayer is a financial institution that collects personal information governed by the Gramm-Leach-Bliley Act (“GLBA”). The CCPA gives California residents certain rights related to the personal information that businesses collect about them. These rights do not apply, however, to certain information, including information subject to the GLBA. For example, this State Privacy Notice does not apply to any information that we collect about you when you seek, apply for, or obtain our financial products and services for personal, family, or household purposes. Most of the personal information that TaxSlayer collects about consumers relates to financial products and services that we provide.

WHAT INFORMATION WE COLLECT

When you interact with our Platform, we may collect information that identifies, relates to, describes, or is reasonably capable of being associated with or linked to you (“Personal Information”). The types of Personal Information that we collect are detailed in our Privacy Policy. In addition, the categories of Personal Information that we have collected about you within the last twelve (12) months, the sources of and purposes for which we have collected such information, and information about to whom we have disclosed or sold, or with whom we have shared such information are below. The examples of information provided below include both information collected in connection with financial products and services (which may be exempt under the CCPA) as well as other information (which may be covered by the CCPA).

Category Description/Examples Collected/Source of Information Business Purpose for Use or Disclosure to "Service Providers" (defined below) Sold or Shared to "Third Parties" (defined below)
Identifiers Names, addresses, unique personal identifiers, IP addresses, SSNs

Yes, from you if you entered the information to create an account with us or to prepare a tax return. Certain identifiers such as IP address may be collected from your device via cookies or other digital technologies

We use this information in accordance with Section 7216 of the IRS Code (“Section 7216”) and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. We may share IP addresses and other randomly-generated identifiers with our Service Providers for analytics purposes, including to help optimize and improve our services to you.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Personal Information covered by Section 1798.80 of the California Code (information that identifies you and isn’t already public knowledge)

Bank account number, credit card number, or other financial information.

Yes, from you if you entered the information in your account

We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Information about protected classifications California or federal anti-discrimination laws

Age, marital status, veteran or military status

Yes, from you, if you entered the information for your tax return

We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Commercial information

Products or services purchased, consumer history

Yes, from you, if you made a purchase with us

We only collect and use commercial information in relation to providing tax preparation-related services and products. We may share this information with our affiliates and Service Providers.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Biometric information

Fingerprint, voiceprint, facial recognition, eye recognition

No

N/A

N/A

Information about your online activity such as search and browsing history and whether you viewed or clicked on a particular site, app, or ad

Browsing and search history, click history, view history, usage of particular features on our website

Yes, from your activity via your device

We use information about your online activity to personalize or customize your experience, develop new features or services, and to improve the overall quality of our product offerings. We may share this information with our affiliates and Service Providers.

We may share this information with businesses that provide online analytics services for us, and many of these businesses may be “Service Providers. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Geolocation data

City and state location of your device

Yes, from your device

We may use or share this information with our affiliates and Service Providers, including for analytics purposes.

We may share this information with businesses that provide online analytics services for us, and many of these businesses may be "Service Providers."  We may share this information with entities as may be permitted

Sensory data

Audio, electronic, visual, or similar information

Yes, audio data may be collected from you only if you call our customer service phone number. You are notified at the beginning of the call whether the call is recorded.

We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Professional or employment-related information

Job application, resume, and related materials

Yes, from you if you entered the information on your tax return or if you submitted the information as part of a job application with us.

We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. If you submitted this information for a job application, we use this information to determine your job eligibility.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Educational information

Information that is not publicly available but directly or indirectly relates to or identifies a student

Yes, from you if you entered the information on your tax return or if you submitted the information as part of a job application with us.

We use this information in accordance with Section 7216 and other applicable laws, to prepare, assist in preparing, or obtain or provide services in connection with preparing your tax return; to provide you with the products and services you specifically request or consent to; or as required by law. If you submitted this information for a job application, we use this information to determine your job eligibility.

No, we do not share this information with Third Parties unless required by law to legal authorities. We may share this information with entities as may be permitted by law (such as in connection with a sale or restructuring of all or part of our business).

Inferences drawn from other Personal Information

Inferences drawn from the information we collect that can be used to create a profile reflecting your preferences, characteristics, behavior, attitudes, etc.  

No

N/A

N/A

RETENTION PERIOD

We determine the retention period for each of the categories of Personal Information listed above based on (1) the length of time we need to retain the information to achieve the business or commercial purpose for which it was obtained, (2) any legal or regulatory requirements applicable to such information, (3) internal operational needs, and (4) any need for the information based on any actual or anticipated investigation or litigation.

YOUR RIGHTS AND CHOICES

The CCPA provides you with certain rights regarding your Personal Information, as described below. We will acknowledge and respond to any requests to exercise your rights per the timeframes and requirements set forth in the CCPA and CPRA.  

A verifiable request may be submitted by a California resident, the California resident’s parent if a minor, a person registered with the California Secretary of State that is authorized to act on your behalf, or a person who has power of attorney or is acting as your conservator, in accordance with CCPA requirements. Your request must provide sufficient information that allows us to reasonably verify you are the person about whom we collected Personal Information (or an authorized representative), and sufficient detail that allows us to properly understand, evaluate, and respond to your request.  

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or unfounded. 

Right to Know

You have a right to know what Personal Information we have collected, used, shared, or sold about you in the last twelve months, and why. This information has been provided in the table above as well as in our Privacy Policy. If you need further information, please contact us in writing at TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at support@taxslayer.com.

Right to Access and Portability

You have a right to request access to the Personal Information we have on file for you. You also have the right to request a copy of that information, and we will provide you this information unless legal exceptions apply. If you want to access your information or receive a copy, send a description of the information you want to access to TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at support@taxslayer.com.

Right to Delete Information

You have the right to ask us to delete your Personal Information, subject to exceptions. To request deletion of your Personal Information, please send us a verifiable request to TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at support@taxslayer.com.

Right to Correct Information

You have the right to request that we correct inaccurate Personal Information that we maintain about you, taking into account the nature of such information and the purposes for which we process such information. To request correction of your Personal Information, please send us a verifiable request with an explanation how such information is inaccurate to TaxSlayer LLC, 945 Broad Street, Augusta, Georgia 30901 or by email at support@taxslayer.com.

Right to Opt Out (“Do Not Sell or Share My Information”)

We do not sell your Personal Information in the common sense of the word. Under the CCPA and CPRA, you have the right to opt out of the “sale” or “sharing” of your Personal Information to “third parties.” Information not covered by the CCPA would not be deemed to be “sold” or “shared.”

Entities to whom we disclose information for business purposes are “Service Providers”, which are companies that we engage to conduct activities on our behalf. Service Providers may help us to provide you products and services, complete transactions, support our everyday operations, or assist in business management and development. We restrict Service Providers from using personal information for any purpose that is not related to our engagement.

Entities to whom a business “sells” or “shares” information are “Third Parties” for purposes of this policy. Under the CCPA, a business “sells” personal information when it discloses personal information to a company for monetary or other benefit. A company may be considered a Third Party either because the business discloses personal information to that company for something other than an enumerated business purpose under California law, or because its contract does not  restrict it from using personal information for purposes unrelated to the service it provides to us. A business “shares” personal information when it discloses personal information to a company for purposes of cross-context behavioral advertising.

We do not “sell” Personal Information. We do not “share” information unless required by law to legal authorities.

We may share certain information with our Service Providers for the business purposes stated above. Our vendors provide functional and analytics services, and may include the following:

  • Cloudflare: We use Cloudflare to provide website security, privacy, and speed of performance. To read Cloudflare’s privacy policy, click  here .
  • Five9: We use Five9 to provide chat support to you. To read Five9’s privacy policy, click here.
  • Optimizely: We use Optimizely to facilitate website analytics and optimization, including to test variations on our website. To read Optimizely's privacy policy, click here. To read Optimizely's cookies policy, click here
  • Tag Inspector: We use Tag Inspector to monitor and scan for tags to ensure that your information is protected. To read Tag Inspector's privacy policy, click here
  • Carry Technologies (Hightouch): To read Hightouch's privacy policy, click here. To read about Hightouch's cookie policy, click here
  • Content Square: We use Content Square to provide website user analytics. To read Content Square's privacy policy, click here
  • Google (Google Analytics): We use Google Analytics to provide analytics for website performance and Google Marketing campaigns. To read Google’s privacy policy, click  here . To opt out of Google Analytics, click  here .
  • Heap: We use Heap to provide website user analytics. To read Heap’s privacy policy, click  here .
  • Medallia: We use Medallia to provide website user analytics. To read Medallia’s privacy policy, click here .

Please see the privacy policies of each company above for information on how to manage their cookies. You may also email us at support@taxslayer.com to submit an opt-out request. Note that you are not able to opt out of required cookies.

If you do opt out, we will set a cookie on your device that enables us to identify you if you return and allow us to prevent your data from being transferred. If you delete the cookie or return using a different device or browser, however, we will not be able to connect the session to your opt-out and will not be able to prevent the transfer of your data.

Right to Non-Discrimination

The CCPA prohibits a business from discriminating against California consumers for exercising the rights outlined above. We will not discriminate against you for submitting such requests by:

• Denying goods or services to you;

• Charging different prices or rates for goods or services, including through the use of discounts, benefits, or other penalties;

• Providing a different level or quality of goods or services; or

• Suggesting a different price or quality of goods or services will apply if rights are exercised.

In addition, we do not offer any financial incentives or differences in price or service, in an attempt to influence your decision whether or not to exercise any of your rights under the CCPA.

CHANGES TO THIS STATE PRIVACY NOTICE

We may change this State Privacy Notice from time to time. When we do, we will post the revised version on our website. The State Privacy Notice was last updated and became effective on the date posted at the top of this page.

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