Transcript Security

Security
TAX-AIDE
TAX-AIDE
2013 Regional Meetings
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Security
● This year in the AARP Foundation Tax-Aide program
there were:
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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-AIDE
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)
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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)
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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
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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)
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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
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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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