Exception Tracking Spreadsheet (TicklerTrax™)
Downloaded by more than 1,000 bankers. Free Excel spreadsheet to help you track missing and expiring documents for credit and loans, deposits, trusts, and more. Visualize your exception data in interactive charts and graphs. Provided by bank technology vendor, AccuSystems. Download TicklerTrax for free.
IRS pushing PIN program as tax ID theft protection
The IRS Security Summit partners have called on tax professionals to increase efforts to inform clients about the Identity Protection PIN Opt-In Program that can protect against tax-related identity theft.
The IRS, state tax agencies and the nation's tax industry working together as the Security Summit are requesting assistance from tax professionals to spread the word to clients that the IP PIN is now available to anyone who can verify their identity. "An Identity Protection PIN prevents someone else from filing a tax return using your Social Security number," said IRS Commissioner Chuck Rettig. "We've now made the IP PIN available to anyone who can verify their identity. This is a free way for taxpayers to protect themselves, but we need the help of tax professionals to make sure more people know about it."
For more info see IRS Publication 5367, IP PIN Opt-In Program for Taxpayers.