2025 PTIN Renewal Checklist for Tax Preparers

What's inside

• Item 01

  Written Information Security Plan (WISP) on file
• Item 02

  WISP reviewed and signed within last 12 months
• Item 03

  Designated data security coordinator named in WISP
• Item 04

  Employee confidentiality agreements signed
• Item 05

  Antivirus and firewall active on all work devices
• Item 06

  Two-factor authentication on email and tax software
• Item 07

  Client data backup policy documented and tested
• Item 08

  Incident response plan with IRS contact information