IRS WISP data security compliance

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#1
Mrcpa1  
Posts:
1
Joined:
4-Jan-2023 11:25am
Location:
San Francisco
 

#2
Frankly  
Moderator
Posts:
2454
Joined:
21-Apr-2014 9:08am
Location:
California
Fairly simple. Use the template provided by IRS.
https://www.irs.gov/pub/irs-pdf/p5708.pdf
 

#3
Posts:
2887
Joined:
21-May-2018 7:50am
Location:
Northern MI and Coastal SC
I bought a template a few years ago and just updated it for 2023. Given I continuously upgrade or acquire new technology, I was amazed how much I had to modify to make it current. The template follows the IRS outline but was already prepopulated with some language or suggestions.
 


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