Transcript Security
Security
TAX-AIDE
TAX-AIDE
2013 Regional Meetings
1
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
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2013 Regional Meetings
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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
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2013 Regional Meetings
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Security
● TaxWise Desktop (TWD)
Tax-Aide requires the use of an anti-virus
program on all computers used for tax return
preparation
Microsoft Security Essentials (MSE)
At the end of the season all Tax-Aide computers
should run the new version of Clear Taxpayer
Data
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2013 Regional Meetings
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Security
● TaxWise Desktop (TWD)
The SC or TCS of each sub-state should designate
a state person to receive and store the individual
site backup files.
No one else should have copies of these files
Send only the TaxWise backup files as they are
encrypted files
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2013 Regional Meetings
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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
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2013 Regional Meetings
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Security
● Windows 7
Mandatory to have all Tax-Aide computers
upgraded to Windows 7 by the end of the TY2013
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
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2013 Regional Meetings
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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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2013 Regional Meetings
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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 Security
Taxpayer Data Retention (TWD only)
Physical Security
Reporting a loss
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2013 Regional Meetings
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Security
QUESTIONS???????
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2013 Regional Meetings
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