Taxes-Security-Together Checklist – Step 2: Written Data Security Plan

NSTPInternal Revenue Service (IRS), Security, Security Summit

'Taxes-Security-Together' Checklist - Step 2: Tax Professionals Reminded

Taxes-Security-Together Checklist – Step 2: Written Data Security Plan The IRS, state tax agencies and the nation’s tax industry today reminded all “professional tax preparers” that federal law requires them to create a written information security plan to protect their clients’ data. The reminder came as the IRS and its Security Summit partners urged tax professionals to take time this summer to review their data security protections. To help them in this complex area, the Summit created a special “Taxes-Security-Together” Checklist as a starting point. “Protecting taxpayer data is not only a good business practice, it’s the law for professional tax preparers,” said IRS Commissioner Chuck Rettig. “Creating and putting into action a written data security plan is critical to protecting your clients and protecting your business.” Creating a data security plan is the second item on the “Taxes-Security-Together” Checklist. The first step for tax professionals involved deploying the “Security Six” basic steps to protect computers and email. Although the Security Summit — a partnership between the IRS, states and the private-sector tax community — is making major progress against tax-related identity theft, cybercriminals continue to evolve, and data thefts at tax professionals’ offices remain a major threat. Thieves use … Read More

Taxes-Security-Together Checklist – Step 1 of Tax Security 2.0

NSTPInternal Revenue Service (IRS), Security

Tax Security 2.0 - A 'Taxes-Security-Together Checklist - Step 1

TAX SECURITY 2.0 – A ‘TAXES-SECURITY-TOGETHER’ CHECKLIST – STEP 1: IRS, states and industry outline ‘Security Six’ protections to help tax professionals and taxpayers be safer online Using a new “Taxes-Security-Together” Checklist, the Internal Revenue Service and the Security Summit partners urged tax professionals to review critical security steps to ensure they are fully protecting their computers and email as well as safeguarding sensitive taxpayer data. In the first of a five-part weekly series, the initial step on the checklist involves the “Security Six” protections. These steps fall into several major security categories. “These six steps are simple actions that anyone can take,” said IRS Commissioner Chuck Rettig. “The important thing to remember is that every tax professional, whether a sole practitioner or a partner in a large firm, is a potential target for cybercriminals. No tax business should assume they are too small or too smart to avoid identity thieves.” Although the Security Summit – a partnership between the IRS, states and the private-sector tax community – is making major progress against tax-related identity theft, cybercriminals continue to evolve, and data thefts at tax professionals’ offices continue. Thieves use stolen data from tax practitioners to create fraudulent returns that … Read More