Protect Your Clients; Protect Yourself: Tax Security 101

Notice: Historical Content


This is an archival or historical document and may not reflect current law, policies or procedures.

"Protect Your Clients; Protect Yourself: Tax Security 101" is a Security Summit awareness campaign intended to provide tax professionals with the basic information they need to better protect taxpayer data and to help prevent the filing of fraudulent tax returns. This series builds on and expands on earlier Summit awareness campaigns aimed at tax professionals and taxpayers. In addition, this campaign follows recommendations made by the Electronic Tax Administration Advisory Committee (ETAAC), which noted tax professionals “are at increasing risk” of security vulnerability.

News releases

  • IR-2018-185, Tax Security 101: Security Summit outlines data theft reporting process for tax professionals; speed helps protect taxpayers 
  • IR-2018-177, Tax Security 101: IRS, Summit Partners detail warning signs of client data theft; urge tax professionals to remain alert
  • IR-2018-175, Tax Security 101: Security Summit reminds professional tax preparers of data security plan requirements
  • IR-2018-170, Tax Security 101: Security Summit urges tax professionals to educate all employees about data security, computing safeguards
  • IR-2018-164, Tax Security 101: Tax professionals must maintain, protect EFINs; Monitor EFINs, PTINs and CAF numbers
  • IR-2018-161, Tax Security 101 – Tax professionals victimized by data thefts offer hard-won security lessons to colleagues
  • IR-2018-157, Tax Security 101: Security Summit reminds tax professionals to beware of spear phishing emails
  • IR-2018-151, Tax Security 101 – Tax professionals must use strong passwords, encryption to protect taxpayer data
  • IR-2018-150 , Tax Security 101 – Security Summit outlines ‘Security Six’ basic safeguards for tax professionals’ computers and email
  • IR-2018-147, Tax Security 101 – IRS, Security Summit partners launch new awareness campaign; Urge tax professionals to step up protections for client data

Tax Tips