Keep Documents Secure During Tax Season
Tax documents contain a large quantity of personal and financial information, from Social Security Numbers to credit card information. The first step to protecting yourself this tax season is to make sure you put in place measures to keep tax documents safe while you prepare your returns.
This can look a variety of ways, including maintaining a clean desk policy so no one can swipe documents from your office. This means having a password protected computer and using a locked filing cabinet to store sensitive information. You should also take steps to protect any digital files with proper cybersecurity protocols, as well as only using digital document storage and document scanning solutions that you can trust.
Another component of this is watching out for tax scams. Many people will impersonate IRS agents to attempt to get information from you. Know that the IRS will never contact you over the phone and immediately demand payment, or try to get any financial information out of you in a phone call. Requests from the IRS typically come in the form of a mailed letter.
Other fraudulent schemes include people promoting fake charities or targeting businesses with phishing scams to obtain employee tax forms. It’s a good idea to train employees to recognize these scams so that your company does not fall prey to data thieves.
And finally, if you are mailing your tax returns, don’t just stick them in your mailbox. Take them to the post office and send them as certified mail to ensure the utmost security while your return is in transit.