TAX-AIDE Security 2013 Regional Meetings1

TAX-AIDE 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 Meetings2

TAX-AIDE 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 Meetings3

TAX-AIDE 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 Meetings4

TAX-AIDE Security ● TaxWise Desktop (TWD) For NY3 the designated person to receive and store the individual site backup files is the District Coordinator.  No one else should have copies of these files Send only the TaxWise backup files as they are encrypted files 2013 Regional Meetings5

TAX-AIDE 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 Meetings6

TAX-AIDE Security ● Windows 7 Mandatory to have all Tax-Aide computers upgraded to Windows 7 before TY2014 training  CCH TaxWise will end support of Windows XP at the end of the next tax season (TY2013)  Microsoft will end support on April 8, Regional Meetings7

TAX-AIDE 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 Meetings8

TAX-AIDE 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 Meetings9

TAX-AIDE Security QUESTIONS??????? 2013 Regional Meetings10