Safeguarding FTI/PII Information

An explanation of how to handle documents that contain FTI that were accidentally printed.

Tax documents provided to CSS directly from the NCP/CP or their attorney is not FTI.

Personally identifiable information (PII) is information that, when used alone or with other relevant data, can identify an individual. Per […]

Per the IRS Publication 1075 a visitor access log must be maintained at a designated entrance to a restricted area. […]

What to do in the event of a security incident or data breach.

An explanation of what is considered to be a data breach and what to do if it happens.

An explanation of the IRS Publication 1075

A brief overview of what unauthorized disclosure is and how to avoid it.

Federal Tax information (FTI) is defined as return or return information received directly from the IRS or obtained through an […]

Answers to question of "Is it safe to put CSS case information in Office 365 products?" as of September 2020

This is how we protect someone’s privacy while sharing documents that contain sensitive information.