TPB Guidance on Security for Tax Practitioners

The Tax Practitioners Board suggests it is time to take stock of your physical premises security to protect taxpayer data – and this applies to any data you store at your home office.
Simple measures to implement:

  • Check who has keys and building passes.
  • Password protect all devices on which you access client information.
  • Make sure all devices have the current operating systems and security controls.
  • Never share passwords.
  • Destroy physical documents securely using a shredder to remove all identifying data.
  • Keep physical records locked and secure. 
  • Consider security systems like alarms or surveillance.
TPB – Stolen taxpayer data can cost you and your clients