Updating Written Security Plan

Practitioners must annually certify that they have a written information security plan for protecting client data when they renew their Practitioner Tax Identification Number (PTIN) each year.

Recently, the IRS updated the model plan contained in its Publication 5708, Creating a Written Information Security Plan for your Tax & Accounting Practice. Practitioners should compare their own written information security plans with the updated template provided in this publication. Also, practitioners should annually review and update their own written information security plans. Publication 5708 is available at: https://www.irs.gov/pub/irs-pdf/p5708.pdf

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