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TAX-AIDE
TAX-AIDE
1
Security
2013 Regional Meetings
TAX-AIDE2013 Regional Meetings 2
Security
● This year in the AARP Foundation Tax-Aide program there were: Two(2)confirmed laptops reported stolen/lost No data was on the computers
TaxWise Online no data stored on computers Many state laws do not require notification when
computers and/or devices are encrypted
TAX-AIDE2013 Regional Meetings 3
Security
● AARP Foundation Tax-Aide-approved 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-approved anti-virus software or other anti-virus and firewall software must be installed
TAX-AIDE2013 Regional Meetings 4
Security
● TaxWise Desktop (TWD) Tax-Aide requires the use of an anti-virus program
on all computers used for tax return preparationMicrosoft Security Essentials (MSE)
At the end of the season all Tax-Aide computers should run the new version of Clear Taxpayer Data
TAX-AIDE2013 Regional Meetings 5
Security
● TaxWise Desktop (TWD) For NY3 the designated person to receive and
store the individual site backup files is the District Coordinator. No one else should have copies of these files
Send only the TaxWise backup files as they are encrypted files
TAX-AIDE2013 Regional Meetings 6
Security
● TaxWise Online (TWO) Wireless TWO - Computer Security Scanning
Required to insure the computer is protected with up-to-date anti-virus program and that other security-related programs have the most current security updates installed
Mandatory for personal, donated computers without Tax-Aide image and site provided computers that will be used for TWO
TAX-AIDE2013 Regional Meetings 7
Security
● Windows 7 Mandatory to have all Tax-Aide computers
upgraded to Windows 7 before TY2014 training
CCH TaxWise will end support of Windows XP at the end of the next tax season (TY2013)
Microsoft will end support on April 8, 2014
TAX-AIDE2013 Regional Meetings 8
Security
● Windows 7 Why Mandatory?
Using Windows XP after Microsoft and CCH TaxWise support ends will expose taxpayer data to greater security risks. ● No more Security patches and updates.● No more support● Hackers
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Security
● Read the Confidentiality and Security of Taxpayer Data Section in the Policy Manual It is divided into four sections
Data SecurityTaxpayer Data Retention (TWD only)Physical SecurityReporting a loss
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Security
QUESTIONS???????
