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2013 AARP Foundation Tax-Aide Security Measures and Guidelines

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In 2013, the AARP Foundation Tax-Aide program emphasized data security during regional meetings. Notably, two laptops were reported stolen, but no data was stored on them. The program mandates the use of approved anti-virus and firewall software on all computers. It requires that all Tax-Aide computers be upgraded to Windows 7 before the end of the tax year, as support for Windows XP will be discontinued. Proper handling and storage of backup files are crucial for maintaining taxpayer data confidentiality and security.

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2013 AARP Foundation Tax-Aide Security Measures and Guidelines

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  1. Security 2013 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 2013 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 2013 Regional Meetings

  4. 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 2013 Regional Meetings

  5. 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 2013 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 2013 Regional Meetings

  7. 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 2013 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 2013 Regional Meetings

  9. 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 2013 Regional Meetings

  10. Security QUESTIONS??????? 2013 Regional Meetings

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