1. 2017 TCS SMT Training - Dallas
Security
2017 TCS SMT Training - Dallas

2. 2017 TCS SMT Training - Dallas
Security in Tax-Aide
Unintentional disclosure of private information continues to rise
The security of taxpayer accounts and personal information is a top priority for the AARP Foundation Tax-Aide program.
It is the Program’s responsibility as an Authorized IRS e-file Provider to have security systems in place to prevent unauthorized access to taxpayer accounts and personal information by third parties
2017 TCS SMT Training - Dallas

3. 2017 TCS SMT Training - Dallas
Security in Tax-Aide
For victims of identity theft, consequences can last for years; causing financial problems, credit issues, benefit losses, and legal problems.
Cost to the AARP Foundation Tax-Aide program reputation and the good work that you all do.
2017 TCS SMT Training - Dallas

4. 2017 TCS SMT Training - Dallas
Security in Tax-Aide
When data is lost or stolen in the program taxpayers are given free credit monitoring for a year at AARP Foundation Tax-Aide expense
2017 TCS SMT Training - Dallas

5. Anti-virus and Firewall Software
AARP Foundation Tax-Aide recommended anti-virus and firewall software program must be used to protect all AARP purchased and donated computers
If a personally owned computer is being used, the program recommended anti-virus software or other anti-virus and firewall software must be installed
2017 TCS SMT Training - Dallas

6. Security – What You Can Do
Make sure all computers are running the following latest windows updates; this includes personal and site computers
During the season, the operating systems of all computers containing taxpayer data must be password-protected. All TaxSlayer accounts must also be password-protected.
Passwords must not be shared with anyone who is not an AARP Foundation Tax-Aide volunteer.
If you must have a written password reminder, keep it away from the computer, carrying case, or anything tax related and in a location that is not visible to others (consider putting it in your wallet or billfold, which is usually with you and something you take care to protect).
2017 TCS SMT Training - Dallas

7. Data Security Password
Password guidelines:
Minimum length – eight (8) characters for Windows, and TaxSlayer™ accounts. 
At least one letter and one number in the password.
Choose a password that is not a dictionary word or someone’s name.
2017 TCS SMT Training - Dallas

8. Data Security Password
Do not use TaxSlayer, TS, Tax-Aide, AARP or any word in the password similar to something that is obviously related to the program.
TaxSlayer requires passwords to be changed every 90 days
2017 TCS SMT Training - Dallas

9. Data Security Documents
It is the policy of the AARP Foundation Tax-Aide that Sites or EROs do not keep any forms or documents with taxpayer identity and/or SSN number on the document, unless it is mandated by the IRS or a state/local taxation or revenue agency. This includes W-2s, 1099s, and Form 8879.
Form 8453 if used for mailing supporting documents to the IRS is an example of a form that can be retained. The NTC recommends scanning the document and deleting after receipt of the Acknowledgment.
2017 TCS SMT Training - Dallas

10. 2017 TCS SMT Training - Dallas
Security Policy Info
Read the following Sections of the Policy Manual
Section 8: Confidentiality and Security of Taxpayer Data
It is divided into four sections
Data Security
Physical Security
Reporting a loss
Section 9: E-Filing of Tax Returns
Section 14: Equipment and Records Management
Section 15: Obtaining Equipment and Consumables
2017 TCS SMT Training - Dallas

11. 2017 TCS SMT Training - Dallas
Security
QUESTIONS?????
2017 TCS SMT Training - Dallas