Regardless of whether you’re an individual or business, tax filing can bring a great deal of stress. The organization and security of tax documents contributes a great deal to this anxiety. Specifically, many people are concerned with keeping their tax documents organized in a manner that allows them easy access. At the same time, they’re concerned with keeping them protected, so their personal information doesn’t fall into the wrong hands.

If you’re still keeping important documents in a banker’s box or on unprotected files on your computer, you might want to rethink your system. When handling documents with sensitive information, whether physically or electronically, it is imperative to keep them protected. Fortunately, we have some tips to help you keep organized and avoid scammers.

1. Electronic Documents. When keeping records electronically, you should always store backups! In fact, you can never go wrong with keeping a backup for your backup. You should have at least two copies of your data in separate formats. For example, one in an encrypted file on your computer/hard drive and the other in an encrypted USB, locked in your desk drawer. Remember to wipe any drives completely before discarding your devices, as simply deleting the files does not ensure they will be properly erased.
2. Paper Documents. If you only have paper copies, it is recommended that you scan them and save them on a protected device. Some people prefer to keep paper copies handy, and if you’re one of these people, make sure they are secured by lock and key. A locked drawer or safe are highly recommended. When disposing of a paper copy, always shred the documents before throwing them away.

Whether stored electronically or on paper, you can never be too careful when it comes to the safety of your tax information, making it imperative to properly dispose of your sensitive information. If you’re feeling uncertain about an email, letter or any other communication you receive, trust that feeling and do more research. Scammers take advantage of the stress and urgency people feel during tax season to prey on taxpayers, in hopes of stealing your personal data, money, or identity.

If you’re receiving phone calls, texts or emails from someone who claims to work for the IRS, or another government agency, be alert. The IRS generally initiates contact through sending physical mail, using the post office. Only once that line of communication has been established will they contact you by phone. If they ask you for identifiable information or speak with a sense of urgency, proceed with caution. Don’t open any emails from unknown email addresses with suspicious attachments, as they might download malware or viruses on your device. With every advantage that comes from an increase in technology, there is unfortunately also going to be a disadvantage. That is why proper management of your information and staying vigilant is essential.

Stick with these helpful tips and your information will be a lot more secure! For help keeping your personal or business information secure, feel free to contact us at DDKinfotech.