Protect Your Clients; Protect Yourself

Completing this checklist will help you understand the current status and security failures in your business and the actions you should take to comply with the requirements in Publication 4557 (Rev 7 - 2021). For the latest version, go to IRS Publication 4557.

Download the Files and Follow the Instructions

1. Download the following files:

   • File 1: IRS Publication p4557
   • File 2: IRS Publication p5293

2. Follow the instructions:

   • Review each file carefully.
   • Implement the recommended security measures.
   • Ensure compliance with Publication 4557 requirements.

By completing this checklist and following the instructions, you will enhance the security of your business and better protect your clients' sensitive information.